19min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP576: Mastermind Q3 2023 w/ Tobias Carlisle and Hari Ramachandra

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Impressive Growth and Strengths of a Century-old Company

This chapter explores the impressive growth and strengths of a company with a hundred year history, including their scale, flexibility, and ability to attract global institutions and sovereign funds. It discusses their unique investments, operational expertise, and management alignment with shareholders. The chapter also highlights the current tailwinds they are benefiting from and their solid insurance business with significant equity and assets.

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