EP 319. How We Analyze Insurance Companies
Focused Compounding
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What Are the First Things That Stand Out to You?
Price to book is the first thing that stands out when looking at progressive. The information that you'll see here is always going to be unearned, and then the next year might be higher or lower. I think in the long run, you should value things like banks and insurars, if they continue to have success in compounding.
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