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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (42712)5/19/2011 12:06:30 AM
From: Jurgis Bekepuris   of 78740
 
PTP - choosing between these (re)insurance companies sometimes looks like splitting hairs. Except for some that are obviously lacking, the others are quite similar in long term. I guess the answer is to read through their AR sales pitch and choose the one(s) that don't seem too sleazy or incompetent. ;) But then if you look at their 10 year results, they all look fine. And if you look at current Japan/NZ/etc. exposure and losses, even BRK loses money. And if you try to predict the future, you might as well roll dice. ;)

Or buy FRFHF which outperforms on a lot of metrics, but it's trading at book+. ;)
Or buy BRK - same thing - more premium to book, bigger company, better capital allocator for now - I think I prefer FRFHF ;).
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