Hints and tips:
...say Jonas et al. Yes it can! Look! And look! And look! That’s Tesla on an EV of 28.3 times 2025 ebitda, per Morgan Stanley forecasts, which is more expensive than Nvidia’s 25.3 times ebitda....
...In the UK, companies such as By Miles (pay by the mile car insurance) and Cuvva (short term car insurance) have good ideas and are growing but have so far barely made a dent in the £16bn motor insurance...
...Companies that sell software to insurance groups have also fared better....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...You then lease it back to a management company which normally looks after matters such as upkeep and the payment of utility bills and insurance....
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