Behind The Idea

Behind The Idea, #32: Can Einhorn's Insurance Idea Be Understood?


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Insurance companies can be hard to understand. Brighthouse Financial, a newly spun off company, has attracted both bulls and bears in its short public career. Ranjit Thomas recently wrote a Seeking Alpha article expressing skepticism about famed value investor David Einhorn's position in the company wouldn't work, leading Einhorn to respond with a few comments. What is the story here and is there a way to grasp BHF's business model? We take a shot at it.
Topics covered:
2:30 - Starting off - what does BHF d
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Behind The IdeaBy Seeking Alpha

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