In this segment from The Motley Fool's everything-financials show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson discuss a few themes they heard and liked at this year's Value Investing Congress in New York. David questions the validity of needing an "investment catalyst" in order to be successful. The duo points out a few stocks that don't need a specific catalyst but are well-positioned to deliver for shareholders.

Picking the compounding winners
Have you missed out on the massive gains in bank stocks over the past few years? There's good news: It's not too late. Bargains of a lifetime are still available, but you need to know where to look. The Motley Fool's new report "Finding the Next Bank Stock Home Run" will show you how and where to find these deals. It's completely free -- click here to get started.