12 Comments

Nice post! I believe if you breakdown Private Equity/Asset Management industry it would be amazing content :)

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author

I thought about it, so it will come at some point ;)

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Insurance has always been attractive to me because I knew Buffett made his billions by investing the insurance float.

Now I have better understanding of the business, great post mate!

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Jan 29Liked by Javier Pérez

Great piece! Looking forward to the next one!

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Another great piece. Maybe you will discuss the topic in 2nd part. But above almost sounded as if LH was less risky vs PC insurance. However, the long maturities of contracts can make LH more risky.

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author

Right! I'll try to cover these topics in the next one. :)

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Business models, a great topic! Thank you for the insurance business primer! Have a great weekend!

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banking given quite black boxes would be quite some also :)

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author

This would be a challenge, but will try :P

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Challenges are good, you will do well. I can always give a helping hand as some of my background is in banking (from corporate lending, to risk management to strategy). Cheers!

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Great content. This is always a complicated business. It would be awesome a similar one explaining insurance brokers like WTW or AON, also a complicated to understand but quality business.

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author

:) the pipeline is full with ideas. I agree, the good insurance brokers have been terrific businesses.

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