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Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks

Focused Compounding

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The Problems With UMB Financials

Hot deposits is the more fundamental issue and what you do with it fundamentally Silicon Valley bank and first Republic all those had a lot of deposits pour in and had no good use for them. I think some of that is fairly superficial looking at it UMB financials not a great bank it's subscale in all the businesses that they're in but much more diversified than banks normally are by industry.

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