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

[We Study Billionaires - The Investor’s 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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• American Express
• Shopify
• NetSuite

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