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Ep. 68 - Eric Jensen Jr.: Variant Perception
Manage episode 269280332 series 2477487
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
- Thank you so much for listening, we really appreciate you.
- If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content by going to these places:
- Premium Research
- Website: https://www.investingcity.org
- YouTube: Investing City
- Twitter: investing_city
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
105 つのエピソード
Manage episode 269280332 series 2477487
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
- Thank you so much for listening, we really appreciate you.
- If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content by going to these places:
- Premium Research
- Website: https://www.investingcity.org
- YouTube: Investing City
- Twitter: investing_city
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
105 つのエピソード
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