Episode Details
| Title | Asurion: The Early Days (‘95-‘01) with Kevin Taweel - [50X, S2 EP.1] |
|---|---|
| Date | 5/16/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $VERTINT - Asurion's strategy for vertical integration in the wireless insurance business, focusing on controlling the entire premium, taking over underwriting profits, and becoming the logistics provider to increase profitability and improve customer experience.
- “Step one is to get control of the entire premium and take over the underwriting profits. Step two was become the logistics provider.” - Kevin (56:47)
- 🟢 $DEBTFIN - 🔒
- 🟢 $WIRELESSINS - 🔒
- 🟢 $BUYBACK - 🔒