pretty cool to have a person who's done so much research into banking even though i don't believe ZIG or ZAG invest in financials. love that you can bring on a guest who is able to share insights into banks and what to look for. the question on red flags was great, and even asking what are levered assets. even if tobias knew, i didn't, and she explained it concisely.
ATZ is a true Peter Lynch style investment for anyone raised in Vancouver, Toronto or maybe Montreal. It is hard to appreciate how deeply it penetrates the closets of its customers unless you grew up in these big Canadian cities. Gwen is right that it could be an idea for the next decade. ATZ has no penetration outside California and NY, and zero operations in Asia.
The Journal has a good podcast on the cranberry company referred to Ocean Spray, who produce 65% of the worlds cranberries. The episode title is Canned or Homemade.
Hingham is the “most efficient” because they spend $0 on creating a deposit franchise….also the reason their NIM got completely destroyed the past two years. Not sure this is something to glorify
BEST INTERVIEW EVA
pretty cool to have a person who's done so much research into banking even though i don't believe ZIG or ZAG invest in financials.
love that you can bring on a guest who is able to share insights into banks and what to look for. the question on red flags was great, and even asking what are levered assets. even if tobias knew, i didn't, and she explained it concisely.
ATZ is a true Peter Lynch style investment for anyone raised in Vancouver, Toronto or maybe Montreal. It is hard to appreciate how deeply it penetrates the closets of its customers unless you grew up in these big Canadian cities. Gwen is right that it could be an idea for the next decade. ATZ has no penetration outside California and NY, and zero operations in Asia.
The Journal has a good podcast on the cranberry company referred to Ocean Spray, who produce 65% of the worlds cranberries. The episode title is Canned or Homemade.
how does one find a transcript for this episode please. Thanks
Not sure if its just me but I'm having a hard time catching the tickers/company names Gwen is mentioning in the 5-10min mark.
Same but found them $ATZ:TSE for Aritzia and $FOUR:LSE for 4imprint Group
Lon:four
Hingham is the “most efficient” because they spend $0 on creating a deposit franchise….also the reason their NIM got completely destroyed the past two years. Not sure this is something to glorify