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September 01, 2020 1:41pm
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Friday File: Insurtech, Discounts to Book Value and more…

Let’s jump right into it this week… I’ll get our latest tranche of the Annual Review started with one of the smallest companies in the Real Money Portfolio…. Tiptree (TIPT) Buy below 75% of book value if you can be patient, with the 3% dividend yield making the wait a little easier — I expect […]
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