We Study Billionaires - The Investors Podcast

TIP293: Intrinsic Value Assessment of Bank of America w/ Bill Nygren (Business Podcast)

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Sinopse

On today's show, Stig and Preston talk with investment experts Bill Nygren and Mike Nicolas from Oakmark Funds. The topic is determining the intrinsic value of a company and the company being assessed is Bank of America.  IN THIS EPISODE, YOU'LL LEARN: How to estimate the intrinsic value of Bank of America. How to understand bank valuations based on tangible book value. How to read the yield curve and what it means for profitability for banks. How to understand the competitive situation between Wells Fargo, JP Morgan, and Bank of America. Ask The Investors: Why should I buy psychical gold over paper gold? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Oakmark Fund’s website. Oakmark Fund’s market commentaries. Preston and Stig’s interview with Bill Nygren. Preston and Stig’s interview with Sean Stannard-Stockton on First Republic Bank. NEW TO THE SHOW? Check out our We Stud