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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (29374)12/21/2007 9:27:44 PM
From: Jurgis Bekepuris  Read Replies (1) of 78476
 
I disagree. If you have no clue what the heck they hold on the long side and whether they reserve enough on the liability side, you are open to the blowup. Maybe does not matter to you with your 300 positions, but matters to anyone who invests more than 1% of their wealth. So - I will repeat: if you don't know what insurer carries on their assets and if they reserve enough, you should not be investing in it. Except perhaps in BRK/WSC.
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