Focused Compounding cover image

EP 319. How We Analyze Insurance Companies

Focused Compounding

00:00

Do You Have That Insurace for What It Was Ten Years Ago?

The company had a price to book of one. Do you have that there for what it was ten years ago? Yeah. I mean, by 20 11, you should have known that the the housind grisis was over,. And y their financially were strong. Whether theye returned to growth anytime soon is the question.

Play episode from 44:09
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app