tag:blogger.com,1999:blog-235433516644980443.post1038120735077525745..comments2024-03-27T05:08:10.195-04:00Comments on Jeff For Banks: For Financial Institutions, What Drives Value?Jeff Marsicohttp://www.blogger.com/profile/12153599647481141591noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-235433516644980443.post-70972630430372010122018-12-26T08:40:29.105-05:002018-12-26T08:40:29.105-05:00This comment has been removed by a blog administrator.melbourne taxihttps://melbourne-taxi.com.aunoreply@blogger.comtag:blogger.com,1999:blog-235433516644980443.post-76531405780683690452018-10-02T09:45:35.102-04:002018-10-02T09:45:35.102-04:00Mike,
The free deposits analysis is a good idea. ...Mike,<br /><br />The free deposits analysis is a good idea. Let me find the time! The fee income is true that it is an ROE accelerator, providing any fee-based business is profitable. Which publicly reported data mostly won't tell us.<br /><br />Thanks for the comment!<br /><br />~ Jeff<br />Jeff Marsicohttps://www.blogger.com/profile/12153599647481141591noreply@blogger.comtag:blogger.com,1999:blog-235433516644980443.post-23750735753755265372018-09-27T14:37:21.625-04:002018-09-27T14:37:21.625-04:00Jeff --
Would have been interested to see interes...Jeff --<br /><br />Would have been interested to see interest free deposits as percentage of assets (about to become a lot more economically valuable, by the way -- always been of high strategic value though). Would have also liked to see non-interest income either as a percent of assets or a percent of non-interest expense. Many sources of non-interest income are capital independent, which drives up overall bank ROE. Extra credit if most of the income is recurring. If I'm in the market to buy a bank, those would be the first two things I would look at ... low cost funds and recurring, capital independent income.<br /><br />Thanks for sharing.Anonymoushttps://www.blogger.com/profile/07875534656340044646noreply@blogger.com