Analyzing and Investing in Insurance & Reinsurance Businesses 

GREAT video as always! Can you do one for real estate businesses?

1) Could you provide details on the "capital allocation" book mentioned? Tried to find it but not sure which one you're talking about. 2) What does the "underwriting margin" line in QuickFS mean? 3) Any thoughts on title insurance? Working on a thesis for First American Financial and the industry dynamics are quite different than traditional insurance.

did you guys switch seats?? Haven't watched a video in a little and not sure how i feel about it

Thanks a lot.

How does one get a Focused Compounding mug?

$UVE looks interesting but difficult.