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

To: Spekulatius who wrote (53228)	1/27/2014 2:21:35 PM
From: Jurgis Bekepuris	1 Recommendation Recommended By MCsweet Read Replies (1) \| Respond to of 78715

OVLY - well a breakout or whatever it's called today. Congrats. I can also say "Wish I had more..." :) A tiny position for me... Coulda shoulda. :)

To: Spekulatius who wrote (53228)	1/27/2014 3:28:35 PM
From: benbuffett	Respond to of 78715

Hi Spek, I owned this in the past, has a rich history. At one point they had huge position in BNSF now a part of Berkshire Hathaway. This was before Buffett bought in. Looks like some directors have recently bought in. Very Berkshire-esque, Insurer with over 60 equity positions and a hand full of non operating companies. Very well run holding co. Thanks Speck for putting it back on my radar. BB

To: Spekulatius who wrote (53228)	1/28/2014 12:45:26 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78715

Y - it had only 9% book/share growth in last 10 years. Not terribly bad, but also not great. For a "mini Berkshire" the result below regular (re)insurance companies is nothing to brag about... It is somewhat cheap though.

To: Spekulatius who wrote (53228)	1/29/2014 11:20:35 PM
From: Spekulatius	Read Replies (3) \| Respond to of 78715

I added a slog of Y (Alleghany) @371.X$. This insurer is cheaper than comparable peers like MKL. Added KMI warrants @3.13$. New buys BBD @10.65$ (Brazilian bank) and some MUSA @38.25$ (spinoff). I also bought a bunch DANOY @13.71$ (a day early :-( ..) to replace my NSRGY sale from a while ago. Looking to add more to this stalwart.