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Good (Bad) Banks and Good (Bad) Investments: At the right price.

Musings on Markets

The Intrinsic Value of Bank Equity I am a dabbler in all things valuation-related, and I find the process fascinating, as stories about businesses get translated into valuation inputs, and finally into value. All Equity, All the time! With most non-financial service businesses, you face a choice in how you approach valuation.

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