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

To: muwis123 who wrote (22380)	10/31/2005 11:24:24 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78717

Insurance: And I suspect if they (AIG, big insurance companies) wouldn't acquire, they also wouldn't much let anyone else acquire the company either. And maybe they might constrain the smaller company from expanding in ways that might be profitable for the smaller company but competitive with the larger. I'm not so much aware of consolidation within the business cycle. I was more struck by how many new players came into business when the business looked good (that is, rates were increasing). Experienced insurance managers apparently getting large amounts of capital, often backed by large insurers. (Wasn't there a scandal involving AON and the reinsurer they set up????). Trying to recall a few entrants - MRH with only a three year public history, others too, but I can't remember and don't quickly see in Yahoo.