The Florida Slide: How a Five-Year-Old Insurer Is Beating Everyone at Their Own Game: QAV America #66

This week we dig into Slide Insurance Holdings (SLDE), a Florida home insurer that went from zero customers to half a million policies in a few years, and is somehow posting combined ratios that make every other insurer in the state look asleep at the wheel. We also cover Berkshire Hathaway's latest 13F, which shows Greg Abel going heavy into US housing, bond yields creeping up, oil back above $80, and the not-so-great situation aboard the USS Abraham Lincoln.