Tim Beyers
👤 SpeakerAppearances Over Time
Podcast Appearances
This looks like mostly multi-line, casualty, homeowners-related insurance.
Jason, what do you got for me here?
Where are you out on insure tech and Hippo?
All right.
So Faker, Emily, I saw the head shake.
I saw the frown.
I'm guessing you think Faker.
Okay, fair enough.
Fair enough.
All right.
Last one, Champion Homes, ticker SKY.
This is not quite tiny homes, but definitely manufactured homes.
Think of mobile homes here.
Emily, how bullish are you on tiny homes, manufactured homes?
It's not a big part of the overall home market in the United States.
That's fair.
Yeah, that's a really interesting point.
All right.
So to round it up, our panel says mostly Faker, although I'm the outlier on Archer Aviation, ticker ACHR, Faker on Hippo Holdings, HIPO, but some curiosity, some hope for Champion Homes, ticker SKY.
Coming up next, we preview tomorrow's show with tomorrow's host, Emily Flippen.