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QuestionsCategory: Valuation QuadrantHi Rusmin and Victor, how do you analyse Banking and Insurance sectors? Since during yesterday's webinar, Rusmin said it is a different analysis altogether?
Noel Wong asked 7 years ago
1 Answers
Rusmin Ang answered 7 years ago

Hi Noel Wong,  
 
These two industries are still beyond my circle of competence. Unfortunately, I can’t really give you a definite answer to your question but I can give you a tip (not stock tip :P) where you could learn them. One good source is to read Warren Buffett’s past letters to shareholders. The stuff he wrote about insurance and banks were pretty insightful and educational.  

Noel Wong replied 7 years ago

Thanks Rusmin. It will be fun! Haha =)

Rusmin Ang replied 7 years ago

You’re welcome Noel. Do update me if you learn something really interesting :)