TIP293: Intrinsic Value Assessment of Bank of America w/ Bill Nygren (Business Podcast)
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 Study Billionaires Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
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