Ep. 68 - Eric Jensen Jr.: Variant Perception

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!