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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (54505)11/20/2014 12:46:46 AM
From: Jurgis Bekepuris  Read Replies (1) of 78748
 
AHL - this still looks good and cheap. The risk - as with most insurers - is that their return on float will suck in low rate environment. And that they may be tempted to write business too cheaply.

I'm almost tempted to buy some. Just thinking that I'm probably still better off adding to FRFHF or GLRE/TPRE. Maybe. :) (BRK and MKL are a bit too rich to add here).

Disclosure: I still hold large positions in BRK, MKL, FRFHF, smaller ones in AXS, RE, RGA, GLRE, TPRE.
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