Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies



0:00 Intro
2:00 Market update
2:45 The United Kingdom/Bank of England
11:42 International stocks
27:45 UK stocks
35:35 Scuttlebutt
43:22 Capital allocation
1:07:05 International insurers
1:12:38 International banks
1:16:37 Hurricane Ian and Universal Insurance Holdings
1:30:14 Investing in insurance stocks

Presentation: https://drive.google.com/file/d/1KiqCBLZNEt5viDJKZxX6AsXVs4FD2ZlI/view?usp=sharing

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Focused Compounding is website for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd.

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