我对该公司有三个方面的疑问:
一、护城河
1. 覆盖率
据20年报,该公司已拥有11517家活跃的合作宠物...查看全文
SukerZ2021-07-15 11:06
对$Trupanion(TRUP)$ 的另一个疑点是:其作为完全专注于宠物保险的公司,在美国的市场份额29%远远落后于通用保险集团Nationwide的45%//@SukerZ:回复@FoolPig:$Trupanion(TRUP)$ 不搞再保险的话,个人感觉还是有可能被“黑天鹅”折腾到现金流断裂。查看全文
SukerZ2021-07-15 10:43
回复@FoolPig: $Trupanion(TRUP)$ 不搞再保险的话,个人感觉还是有可能被“黑天鹅”折腾到现金流断裂。//@FoolPig:回复@透镜社:在编译这篇对话lemonlade的文章时,结合自己的研究,有些思考分享一下:
1. 从研究能力上,以前保险我肯定是不看的,感觉专业性太强,报表都看不懂,但是现在能看了...查看全文
宠物对当代年轻人有不凡的意义,是精神寄托,也是生理陪伴,是忠实的朋友,也是无言的亲人。 宠物的陪伴带来了情感的反哺,育儿式养宠逐渐在大城市成为主流。宠物的衣食住行带动了一大片相关产业的发展,... 网页链接
$Trupanion(TRUP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001371285-24-000196 Size: 7 KB 网页链接
$Trupanion(TRUP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001371285-24-000198 Size: 7 KB 网页链接
$Trupanion(TRUP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001371285-24-000197 Size: 7 KB 网页链接
$Trupanion(TRUP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001371285-24-000199 Size: 7 KB 网页链接
$Trupanion(TRUP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001371285-24-000200 Size: 7 KB 网页链接
$Trupanion(TRUP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001371285-24-000188 Size: 9 KB 网页链接
$Trupanion(TRUP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001371285-24-000190 Size: 9 KB 网页链接
$Trupanion(TRUP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001371285-24-000180 Size: 10 KB 网页链接
$Trupanion(TRUP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001371285-24-000182 Size: 10 KB 网页链接
$Trupanion(TRUP)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001371285-24-000184 Size: 10 KB 网页链接