Ep 96. All About Investing in Banks

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Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd.
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[@chriss2352]

Looked at CFR’s chart 2 years after this video. Good call!

[@polishfish]

Great discussion! I especially like your focus on deposits (quality/duration/source/growth) and the comparison of money to commodities like copper or oil

[@FocusedCompounding]

Thanks so much for following along!

[@dorianidris5581]

I realize I am kinda off topic but do anybody know a good site to watch newly released movies online ?

[@franciscomorelli6184]

Excellent video guys. Would love it if you kept doing these "how to value different industries" videos. TY!

[@shapeofsoup]

Excellent content as always.

[@letsbecomebillionaires-bks3975]

Frost is a great stock. I own it myself. Can you guys elaborate on why the energy sector exposure doesn't matter, though?

[@MyDreamside]

you should look greek banks, they are very cheap. Especially Piraeus bank

[@samcolt441]

Who is nate? what is the banking book the two of you talk about??

[@FocusedCompounding]

www.amazon.com/Bank-Investors-Handbook-Nathan-Tobik-ebook/dp/B078JQH8B8/ref=sr_1_1?crid=3ESJPXDBF42WD&dchild=1&keywords=nate+tobik&qid=1590763348&sprefix=nate+tob%2Caps%2C159&sr=8-1

[@polandsprings5616]

Incredible angle on Geoff's mic on this one.

[@FocusedCompounding]

LOL