Analyzing insurance - guide me please!

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Hi all,

just from reading Berkshire's letters, we get an idea of valuing insurance companies,

make sure the cost of float is low or negative if possible

in such case the recorded float as liability can actually be regarded as equity

does anyone can share any resource, book, article or any other resource where I can learn to analyze insurance thoroughly?

also with Sg insurance, just from talking to local insurance agents seems that the float is mainly in fixed rate instruments like bonds and probly only 30% in equities

who's the insurance guru here? pls share some gems Smile

Thanks in advance everyone!
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