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


To: Rich B. who wrote (71419)10/26/2022 11:43:24 AM
From: Eric Bramble  Respond to of 78519
 
I had similar thoughts about Berkshire. Plus you have Buffett's ability to provide high rate financing to cash starved companies, whilst having significant pricing power for cyber attack underwriting.



To: Rich B. who wrote (71419)10/26/2022 4:29:22 PM
From: Paul Senior  Read Replies (1) | Respond to of 78519
 
PRU/JXN. I hold them both. JXN metrics look really good. As far as I can tell. Hard for me to have absolute certainty, because insurance accounting (e.g. reserves or lack of, etc.) is beyond my ken. I'm looking to buy more JXN if it drops back to $30 on no adverse news.
A smaller bet, but a lot more confidence in continued existence of Prudential which seems to be so well-known and around seemingly forever.

Fwiw, still holding small amounts of AFL, BRKB, NWLI, ORI, RE

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