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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (57720)8/14/2016 8:33:37 PM
From: Graham Osborn   of 78741
 
I had a look at MKL. Without looking at their portfolio that much, my initial impression is they are getting a tangible book growth premium of 2x despite the fact that a big chunk of that came from the Alterra acquisition. Why do you think they can continue to grow at that pace in the future? I've been watching a similar but less pleasant scenario play out with Centene/ HealthNet and some other health insurer consolidations, and while I would like to believe these are value-creating there is reason to believe managements are just glory-seeking.
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