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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: cfimx who wrote (8766)10/25/1999 8:18:00 PM
From: LauA  Respond to of 78652
 
So you're the other one buying UNAM! Premium revenue is dropping - I have been hoping that it reflects the CEO's willingness to not chase business. I have assumed that NAV is tied up in T-bills which the market perceives as losing value with the rise in interest rates. However my understanding is that given no sudden catastrophic loss that requires coverage, they just get rolled - at the new rate. I believe that there was some recent insider buying at above current price.

Lau



To: cfimx who wrote (8766)10/25/1999 8:41:00 PM
From: LauA  Read Replies (1) | Respond to of 78652
 
Twister - now that you mention it, could it be that General Re is selling at this price? The proxy information was from a 1997 filing. I thought Munger said "we don't back into positions" which I would interpret as Buffett giving them instructions to liquidate their portfolio.

Lau


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