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John Armitage - Navigating Macroeconomic Shifts

Value Investing with Legends

NOTE

Investment Insights in Reinsurance and Airline Industries

The reinsurance space is attractive due to changes in rates and conditions, with companies like Renri, Arch, and Munich-Ree expected to earn significant profits over the next few years. Ryanair is positioned favorably in Europe due to its low-cost operations and averaging 80 to 83 euros per passenger, much lower than its peers.

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