Episode Details
| Title | Asurion: 50X Season Two - (50X, S2) |
|---|---|
| Date | 6/6/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $ASURION - Asurion's ethical business practices, strong leadership, and strategic growth in the wireless insurance industry make it an attractive investment opportunity.
- “We benefited greatly from being attached to the wireless industry, obviously, that where the number of customers with wireless handsets grew from 10,000,000 when we started, I think, in '95 to ultimately over 300,000,000.” - Kevin (1:55:47)
- “Nothing compares to winning from the high road, and that's what they've done. They've stuck with very high ethical standards. They hire smart people. They make changes where necessary. They treat their people generously. They treat their customers with respect, and everybody that I've ever seen Kevin interact with, he's treated with respect.” - Irv (1:11:18)
- 🟢 $TALENT - 🔒
- 🟢 $PE - 🔒
- 🟢 $EXPSTRAT - 🔒
- 🟢 $EQCOMP - 🔒
- 🟢 $CASHFLOW - 🔒
Bearish:
- 🔻 $CONFBOARD - 🔒