(Value) Investing in Financials

[Phaceliacapital]

Guys,

 

any of you who can point me towards essential reading material when trying to value financials, preferably from a value perspective?

 

I have already planned to go through the BAC and Wells Fargo discussions but maybe there are some external links that you guys deem worthy to read?

 

Thanks in advance!!

[Guest deepValue]

I'd suggest starting with a smaller, simpler bank. Here's a post by Geoff Gannon on valuing banks: http://www.gurufocus.com/news/88015/geoff-gannon-investor-questions-podcast-9-how-do-you-calculate-a-banks-intrinsic-value

[bookie71]

Getthe annualreportsand 10 K's of several banks and start educating yourself.  Pick the smaller banks as the big guys have too much other stuff in their reports.