
EP 319. How We Analyze Insurance Companies
Focused Compounding
00:00
Introduction
Angrcoon: We've done a bunch of episodes on banks, specifically. But somebody actually had emailed us directly to ask if we could do a podcast about insurance companies. Angrcoon: I don't think that those are the most important for looking for an insurance company. Think a good insurance company often should be worth more than book. And a bad insurance companiy, espcially with management you don't like and stuff, should be worth less than book.
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