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Systematic guide to spotting value in beaten-down lenders

The important numbers to follow when investing in banks are their net interest income & the price-to-book valuation

AS we look back at the financial crises that the world has seen in the last 10 years, we might think that bankers never learn from their past mistakes. It's not that. Banks, like a good many other businesses, just want to cash in on the good times. So they lend aggressively when the economy is...