4/14/25 :: VROCKSTAR :: 
BAC
not a short but prefer jpm/gs
- defn more of a focus for me on financials this year, which have some distinct advantages to other industry, in many ways you can think of them as the "picks and shovels" of the MAGA agenda. they r nearest to money printer. the stocks have held up well. co's needing WC help will benefit this subset of companies etc. etc.
- but for now i much prefer to keep to winners and honestly the multiple difference between BAC and say GS aren't that much different. perhaps 50% on P/B fine - bc they're diff animals and GS has substantially higher mgn of safety on this rate of return etc. et.c
- let's see. i'm on the sidelines. i'd own the basket of financials. more curious on how they report.
V
BACnot a short but prefer jpm/gs
- defn more of a focus for me on financials this year, which have some distinct advantages to other industry, in many ways you can think of them as the "picks and shovels" of the MAGA agenda. they r nearest to money printer. the stocks have held up well. co's needing WC help will benefit this subset of companies etc. etc.
- but for now i much prefer to keep to winners and honestly the multiple difference between BAC and say GS aren't that much different. perhaps 50% on P/B fine - bc they're diff animals and GS has substantially higher mgn of safety on this rate of return etc. et.c
- let's see. i'm on the sidelines. i'd own the basket of financials. more curious on how they report.
V
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