Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks
Focused Compounding
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Progressive Insurance - Is Progressive Better Than Geico?
I don't think people have appreciated how much better Progressive was it underwriting. And I think Buffett said that they've been better at pricing out every risk matching the risk price and risk of each driverBetter than Geico has over time. Now, I don't know if that'll keep forever, but I think that that's a pretty strong thing to have.
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