
EP 319. How We Analyze Insurance Companies
Focused Compounding
00:00
Is Family C Family Control Really a Growth Company?
Some companies, i think, that are positioning themselves to the investors as being very growth oriented and stuff like that. Some of these insurers, uh, that are small, in family controlled, have low p aren't writing a lowt of premiums and are investing in very low yeelding bonds. The risk is that they might continue to be a public company for decades? And you can just see some things probably about them too.
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