Investing City
The Investing City Podcast
Ep. 68 - Eric Jensen Jr.: Variant Perception
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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

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Investing City
The Investing City Podcast
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