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EP 319. How We Analyze Insurance Companies

Focused Compounding

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The Risks From Inflation to Insurance

People don't have a high enough awareness of the potential risks from inflation to insurance. For some lines, it would be very easy to have severe miscalculations caused by believing that inflation in what you're insuring is, uh, trans satory when it's not. Depending on the type of insuror, you can be very sensitive to inflation. How do you judge the leverage of insurance companies? It depends.

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