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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: hclasvegas   😊 😞
Number: of 22989 
Subject: BAC from an article on banks
Date: 10/31/26 9:57 AM
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in Barrons,

" Bank of America may also need to build credibility with shareholders after it was fined by the U.S. Treasury for allegedly violating anti-money-laundering laws. How are investors viewing the stock and CEO Brian Moynihan?

Investor sentiment is colored by the fact that the stock has underperformed so materially. Bank of America is up 7% over the past five years, while other [U.S. systemically important banks] are up 75% to 150%. That’s the report card investors care about.

The discussion about Brian [Moynihan’s tenure] is evolving naturally. You heard another analyst ask about his succession plans on the latest earnings call. Brian just turned 67. He is only three years younger than Jamie [Dimon]. There have been succession discussions about JPMorgan for a decade. While Brian named his bench last year in theory, investors don’t know the Bank of America bench as well as they know JPMorgan’s. Analysts want to understand the next steps at Bank of America in terms of succession.

Deregulation has been a tailwind for the banks in President Donald Trump’s second term. With the midterms approaching, how would Democratic control of one or both chambers of Congress impact the industry?"
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This community has written 22,499 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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