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

To: Ccube who wrote (71295)	10/11/2022 9:23:52 PM
From: Eric Bramble	Respond to of 78702

I have recently been thinking about Buffett and his insurance operations - in particular cyber attack underwriting. He is constantly sitting on those cash piles which are at rates x times higher than just a few months ago. Plus he probably has significant pricing power in the policies he underwrites. Also, remember 07-08 he was taking large preferred share positions in cash starved businesses. I feel he is doing the same now at nice rates too. Every time I feel comfortable about Berkshire/Insurance there is always something that reminds me it isn't so cut and dry. Take this 2 min clip about policy reserves and taxes in Berkshire's reinsurance business youtu.be