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ohad waizman's avatar

Is there anyone you recommend when it comes to how to analyze insurance companies and real estate companies for investment using the value investing method :)?

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Sanjiv's avatar

Have not come across anybody - definitely never near my circle of competence

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ohad waizman's avatar

Thanks my friend:)

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ohad waizman's avatar

The company looks amazing and great article:)!,

Unfortunately, it costs $3,103 per share, even if it was traded at a discount, I can't afford it and neither can anyone lol...

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Sanjiv's avatar

Yes like BRK they do not like doing splits. A 100 to 1 split would help liquidity and affordability .

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ohad waizman's avatar

According to what I know, even if they do a big split, it does not necessarily affect the value of the company and makes it cheaper.

But thanks for your articles sanjiv you are great:)!

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Sanjiv's avatar

Thanks - a split of course in theory should have effect on the value of a company.

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Josh McKee's avatar

I think long term, the EV threat is a big one. ICE vehicles have atleast double as many parts as EVs. Will be interesting to see how this plays out

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