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Strategies & Market Trends : Value Investing

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To: Graham Osborn who wrote (60704)4/14/2018 12:26:51 AM
From: Spekulatius1 Recommendation

Recommended By
Jurgis Bekepuris

   of 78717
 
FFH purchased a lot of insurance companies in exchange for stock, I think these purchases were accretive. the bigger issues were the botched investments after 2008 and the hedges designed for the end of the world scenario. FFH is fairly cheap right now, their insurance subs do well in the underwriting ratio and if they just make decent returns on their investments, they can do 10-15% ROE.
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