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

1

Introduction

00:00 • 6min

2

The Flash and Elemental: A Comparison

05:58 • 3min

3

The Dangers of Streaming Movies

09:24 • 5min

4

The 2024 Movie Release Lately

14:17 • 5min

5

The Future of Cinema

19:03 • 2min

6

How to Buy Axos Financial Ticker AX

21:26 • 4min

7

How to Buy Bank Stocks That Are Trading Off of Their All-Time High

25:09 • 3min

8

How Buffett Thinks About Banks

27:44 • 4min

9

The Bank's Performance in the COVID Period

31:22 • 3min

10

How to Buy at a Discount to Book a Bank

34:01 • 2min

11

How to Buy a Bank

36:08 • 3min

12

How to Buy Distressed Banks

38:58 • 2min

13

Bander Corporation: A Bank in the Financial Crisis

40:33 • 3min

14

The Negative Effects of Leverage on Banks

43:51 • 4min

15

The Problems With UMB Financials

47:41 • 2min

16

The Differences Between Bank of Hawaii and UMB Financial

50:06 • 3min

17

The Risks of Failing UMBA

52:43 • 4min

18

The Risks of Uninsured Deposits in the Hawaii Market

56:49 • 6min

19

The Economics of the Hawaiian Banking Business

01:02:36 • 2min

20

Hawaiian Electric's Merger With a Bank Could Be a Classic Green-Blatt Spin-Off

01:04:13 • 2min

21

First Savings Financial Group's Stock Price Dropped Off a Cliff

01:06:20 • 2min

22

The SBA Mortgage Bank's Fees Drive the Stock Price

01:08:18 • 2min

23

The Efficiency Ratio of a Traditional Bank

01:09:54 • 3min

24

The Stock Is Down by Huge Sums

01:13:02 • 2min

25

The Stock Is Down a Lot Since the Bank Started Failing

01:14:42 • 3min

26

The Importance of Insider Trading in Banks

01:17:31 • 2min

27

The Red Flag of Investing in a Bank

01:19:27 • 3min

28

The Importance of Risk Habituation

01:22:14 • 3min

29

How to Judge a Successful Investment

01:25:06 • 2min

30

The Effects of the Free Market on Market Recency

01:27:08 • 4min

31

The Risk of Trading Stocks in an Up Market

01:31:28 • 3min

32

The Narrative Shifting to Global Warming

01:34:45 • 3min

33

The Risk of Failure in a Bank

01:37:51 • 3min

34

The History of HMN Financial

01:40:55 • 2min

35

The Market's View on Uninsured Deposits

01:43:19 • 3min

36

Hifs: The Stock That Could Do Very Well

01:46:31 • 4min

37

The Differences Between Hingham and the Other Stocks We Talked About

01:50:29 • 3min