EP 319. How We Analyze Insurance Companies
Focused Compounding
00:00
What Are Your Thoughts When It Comes to Insurance Companies?
i wrote a letter to the board of bank insurance, which has gone private. In that i argued that they were worth at least book value. Other stocks are cheaper, so they 're more competitive with that kind of thing. We think good banks could be worth up to two and a half times book value.
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