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Industry Focus

Financials: BofI Holding: A Closer Look At This Online-Only Bank

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 4 December 2017

⏱️ 25 minutes

🧾️ Download transcript

Summary

Financials takes a deep dive into BofI Holding’s business model, competitive advantages, valuation, and potential future growth catalysts.

Transcript

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0:00.0

This episode of Industry Focus is brought to you by Casper, a sleep brand that continues

0:03.7

to revolutionize its line of products to create an exceptionally comfortable sleep experience

0:08.2

one night at a time.

0:10.1

Get $50 off any mattress purchase by visiting Casper.com slash fool and using promo code

0:15.7

fool at checkout.

0:19.4

Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day.

0:24.1

It's Monday, December 4th and we're doing a deep dive on Bofy holding ticker symbol

0:28.8

B-O-F-I. I'm your host Michael, Michael. I'm your host Michael Douglas and I'm joined by Matt Frankel.

0:33.2

Matt welcome back.

0:35.0

It's always good to be here.

0:36.2

Fantastic.

0:37.0

Okay, so we've been talking a lot about the news

0:40.8

and a lot about personal finance

0:42.2

and a lot about things like the Fed

0:44.5

chair and tax plans and all this kind of stuff we figured that this time we'd go

0:49.9

ahead and do a hard pivot back to stocks or specifically one stock. In this case

0:55.2

it is the only bank stock that I actually personally own in my portfolio.

0:59.9

So a month or so ago I referenced an article by Anachocval and how to analyze bank stocks.

1:06.0

And I said then that I use An's framework whenever I'm analyzing a bank stock and that I view it as kind

1:10.0

of my banking Bible and, well, frankly, that's true. If you want to follow along using his

1:14.2

article just drop me a note at industry focus at fool.com I'm happy to send along that

1:17.8

article because what we're going to do is kind of a three-part thing.

...

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