I’m going to be traveling all day on this Good Friday to visit a business in which I invested back in 2005. The aforementioned business looked to be heading into bankruptcy in 2007, but it turned itself around, and it is thriving now. I haven’t visited them in a few years, so I’m eager to see how much they’ve grown.
Anyway, I thought I’d just put up a post of a particular sector on which I’m cheerfully bearish: insurance. One look at the likes of Aflac during the financial crisis shows how interesting things can get:
Here are some of my current favorite shorts in this space right now: