EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?
Focused Compounding
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Universal Insurance Holdings Tait All Recently?
universal does a home owners insurance, which is basicly like hurricane risks in sepen florida. They do have a very large investment portfolio. So when you're buying into them, you gain the underwriting result, but then you're also getting this investment result.
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