Blending single stock, macro and thematic research into powerful bull and bear cases.
Platform | Substack | Pricing | Freemium | Publishes | Twice weekly |
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Issues | 226 | Subscribers | Read | fallacyalarm.com |
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Disclaimer: The information contained in this article is not and should not be construed as investment advice. This is my investing journey and I simply share what I do and why I do that for educational and entertainment purposes.
It's about their return on equity and their ability to retain and redeploy their earnings into underwriting more policies, a possible flywheel with the potential to become a much bigger company.
Disclaimer: The information contained in this article is not and should not be construed as investment advice. This is my investing journey and I simply share what I do and why I do that for educational and entertainment purposes.
One has reached profitability with an amazing tech platform for policy pricing and customer acquisition. The other one is a hopeless case deceiving investors. It's still one of the best pair trades.
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Single Stocks, Innovation Platforms, Demographics, Macro and Economic History | 15y Corporate Finance & Equity Research | CFA
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