During their recent episode, Taylor, Carlisle, and Derek Pilecki discussed his Deep Value Strategy in Financial Stocks. Here’s an excerpt from the episode:
[Derek] Yeah, I think it’s a deep value strategy. I only focus on the financial services sector. So it’s non-bank financials, like brokers, insurance, non-bank lenders. And, you know, I’m looking for names that have cheap valuation and for some reason why the valuation I think is going to cha…
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