Focused Compounding EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies
Apr 1, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
Buffet's Investment in Berkshire Insurance Company
01:36 • 4min
Buffet's Float - The Best Fashion Ever
05:16 • 2min
What I Like About Berkshire Insurance
07:28 • 2min
What's the Point of the Boot Legger?
09:09 • 2min
What Matters an Insurance Company?
10:59 • 4min
What's the Difference Between Banking and Insurance?
15:04 • 2min
What's the Best Time to Write Hurricane Insurance?
17:22 • 2min
Buffet Was Able to Control the Investment Decisions
19:48 • 2min
How Do You Judge an Insurance Company?
21:50 • 3min
Reinsurance
24:46 • 2min
Progressive Insurance
27:00 • 5min
The Tendency in Banking and Insurance
32:09 • 4min
Is There a Price Increase?
36:36 • 3min
The Snowball, 19 67, I Buffet's Life
40:06 • 2min