SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Seeker of Truth who wrote (15085)8/6/2002 1:40:41 PM
From: Dale Baker   of 78685
 
Malcolm, if reinsurance interests you (Gen Re is the biggest BRK holding) check ACGL. They entered the reinsurance biz AFTER 9/11 so they don't have the old liabilities, just a ton of capital they are using to write coverage at the new higher rates.

Earnings out Thursday morning.

FWIW, Gen Re has not been a very successful acquisition for WEB yet, according to his annual reports.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News