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Posted by
Two Blokes Jun 11 -
Filed in
Stock
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Bank OZK's disciplined underwriting and capital allocation have driven, 1300x growth in book value and 17% CAGR since 1997. Despite a stellar track record, OZK trades at a P/E of 7, offering a 14% earnings yield and significant compounding potential. The market's fears about commercial real estate exposure may be overblown, creating a mispricing opportunity for long-term investors.