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Enterprising Investor

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Re: LouMannheim post# 4

Sunday, 06/23/2013 5:36:29 PM

Sunday, June 23, 2013 5:36:29 PM

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We kick a lot tires in our work.

As you know, not everyone is a "buy". 56Chevy is doing more prospecting than me these days because my schedule is hectic right now. He also knows I eventually will review his posts.

Buying banks at discount to book value is better than paying a premium for one with same ROA.

Consolidation is just starting.

"Someone said it takes 30 years to be an instant success" - Gabriel Barbier-Mueller, CEO of Harwood International

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