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Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech

Focused Compounding

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Is a Company Like Lemonade Really Disrupting Insurance?

A lot of companies talk a lot about the growth rate. That's not good until you get, i mean, they may be able to figure out both things at the same time and everything. A company that has historically had a more realistic approach to it is troupanion. Troupanon does present itself a certain way, and does somewhat. They use different metrics but you can understand what they're saying in terms of an insurance company.

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