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The Investing City Podcast

Ep. 68 - Eric Jensen Jr.: Variant Perception

Aug 10, 2020
59:01

You can check out Eric's company, Antrim, [HERE]


In this conversation we cover:

- Eric's focus when analyzing a company

- why Eric is long Lemonade and Despagar

- why Eric is short Kinsale and TransDigm

- a lot of insights about the insurance and travel industries


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Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

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