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@Deep_Brief438 2 weeks ago

BAC feels cheap, but is cheap enough?

BAC feels cheap, but is cheap enough?

Bank of America Bank of America is trading at a discount relative to past cycles, but rates, regulation, and loan growth still matter. Why care about big banks? They're never exciting. However, cycles do turn. Just curious how others are thinking, patient long-term value play, or better uses of capital elsewhere than financials at the moment?

@IsabelLynn 2 weeks ago

honestly bank of america looks like a solid hold if you have the patience for it. i'm mostly watching how the interest rates play out before adding more though.