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EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?

Focused Compounding

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Is There a Local Edge in Reinsurance?

Amtaso has grown to be a very big insurance company. They've tried to move into other areas in florida, but they're trying to do it. The biggest issue for me would be the culture of this place and th organization iself. There's probably a high temptation politically to take actions which allow for a system that might have trouble lowering its losses enough or raising its pricesEnough to get those two in line.

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