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MI Rewind: Valuing Netflix Stock w/ Tony Coniaris

The Intrinsic Value Podcast - The Investor’s Podcast Network

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The Cost Saving Opportunity for Willis Re-Reinsurance

Willis Towers Watson has almost 20-25% of its market cap and cash on the balance sheet. It's trading about half the valuation, right? On the fixed forward earnings. The key thing is they need to fix it. That's what we're going to be tracking,. But that's the case for any of these.

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