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SECTOR ETFKREKBEBULLISHSubstantive discussion · 3/5

No single ticker was named. Regional banks ETFs are one way for retail investors to get exposure. Not a recommendation.

Small community banks offer valuation margin-of-safety

Small town community banks trading below tangible book value offer strong discipline and downside protection across macro cycles.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Small community banks offer valuation margin-of-safety · Zortix