49 min

TIP293: Intrinsic Value Assessment of Bank of America w/ Bill Nygren (Business Podcast‪)‬ We Study Billionaires - The Investor’s Podcast Network

    • Investing

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. 



SPONSORS
Support our free podcast by supporting our sponsors:

River

Toyota

Meyka

AT&T

Vacasa

Fidelity

Monarch Money

Yahoo! Finance

Long Angle

Public

USPS

American Express

Shopify


HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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. 



SPONSORS
Support our free podcast by supporting our sponsors:

River

Toyota

Meyka

AT&T

Vacasa

Fidelity

Monarch Money

Yahoo! Finance

Long Angle

Public

USPS

American Express

Shopify


HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

49 min

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