00:00 Introduction
05:33 Interest Rate Increase and Inflation
10:25 The Big Mac Index
17:32 Thoughts on Commercial Real Estate
20:56 Preferred Stock - Definition and Evaluation
44:15 Preventing Future Bank Runs
50:33 Monitoring Money Supply
53:24 UBS Acquires Credit Suisse
01:01:39 Buffett's Timing in Selling Bank Stocks
01:06:27 Is This the Calm Before the Storm?
01:11:38 Could SVB Survive Without the Run?
01:23:09 Signals in PACW's 10-K
01:25:52 Thoughts on Insurance Companies in the Current Interest Rate Environment
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Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd.
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