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Undervalued stocks in Japan and England with Ben Beneche, co-founder Tourbillon Partners | S06 E40

The Acquirers Podcast

CHAPTER

Exploring Size Premium and Market Dynamics in Investing

This chapter examines the debate over the existence of the size premium in investing, analyzing the performance of small vs. large public companies and the influence of private equity. It also discusses the potential impact of changing incentives in venture capital and the attractiveness of smaller companies within the UK investment landscape. Additionally, insights into the insurance market dynamics, particularly regarding Admiral Group's unique business model, underscore the competitive environment faced by British insurers.

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