LATEST ARTICLES

ARTICLES |  NEWS |  TRANSCRIPTS
  • Buffett Will Win Vs. AIG
    Don Dion AIG, BRK.A, BRK.B Fri, Mar. 25, 12:55 PM
  • Is Allstate Still A Value Investment?
    Daniel Jennings ALL Fri, Mar. 25, 7:50 AM
  • AIG: That Was Nice, But It Will Only Get You So Far
    WG Investment Research AIG Thu, Mar. 24, 1:54 PM
  • Is Everest Re Watering The Weeds?
    Stephen Simpson, CFA RE Thu, Mar. 24, 12:46 PM
  • Berkshire Hathaway Is Safe And Cheap
    John Huber BRK.B, BRK.A Thu, Mar. 24, 12:39 PM
  • Endurance Specialty Pushing On Through Soft Markets
    Stephen Simpson, CFA ENH Thu, Mar. 24, 12:03 PM
  • ProAssurance: A Good Play On Managed Health Insurers
    D Leverage PRA Thu, Mar. 24, 2:03 AM
  • AIG Is The Financial Buyback King
    Stone Fox Capital BAC, JPM, AIG Wed, Mar. 23, 10:14 AM
  • Infinity Property And Casualty Remains A Strong Dividend Growth Pick
    Jonathan Weber IPCC Tue, Mar. 22, 7:03 PM
  • Investment Volatility Hurts Collateralized Reinsurer Oxbridge Re In 2015
    Steve Evans GLRE, HVRRF, HVRRY Tue, Mar. 22, 5:20 PM
  • Catching Up With Warren Buffett
    Mad Hedge Fund Trader AXP, BAC, CCE Tue, Mar. 22, 7:32 AM
  • Mini-Berkshire Doesn't Compare
    Eric Schwer BRK.A, BRK.B, MKL Mon, Mar. 21, 9:29 AM
  • AIG: The Bottom Is In
    Achilles Research AIG Sun, Mar. 20, 4:42 AM
  • Fairfax Financial: $109B Bet On Deflation
    Murali Maddipatla FRFHF Thu, Mar. 17, 2:57 PM
  • Allied World - A Confounding Mix Of Risk And Opportunity
    Stephen Simpson, CFA ACGL, WRB, AWH Thu, Mar. 17, 2:40 PM
  • Hartford Financial Services Largely Performing To Plan
    Stephen Simpson, CFA ALL, TRV, CB Wed, Mar. 16, 3:32 PM
  • Renaissance Re Taking A Best-In-Class Model Into Uncharted Territory
    Stephen Simpson, CFA RNR Wed, Mar. 16, 7:59 AM
  • Berkshire Hathaway's Underperformance
    Sean Weston BRK.A, BRK.B Mon, Mar. 14, 11:23 AM
  • Buy Admiral For Its Sustainable 6% Yield
    Labutes IR AV, AXAHY, AZSEY Fri, Mar. 11, 6:51 PM
  • Case Studies Of All Forms Of Efficiencies, Part 1: The Power Of Incentives
    Mingran Wang BRK.A, BRK.B Fri, Mar. 11, 9:41 AM
  • Aspen Insurance Trying To Defy Expectations And Tough Markets
    Stephen Simpson, CFA AGII, WRB, AHL Thu, Mar. 10, 3:05 PM
  • Arch Capital's Superior Model Continuing To Pay Off
    Stephen Simpson, CFA AGII, WRB, ACGL Thu, Mar. 10, 2:58 PM
  • Cyber Insurance: A Growth Opportunity For Property And Casualty Insurers
    LD Investments AIG, CB Thu, Mar. 10, 9:30 AM
  • Argo Group Making Steady Progress In Improving Its Business
    Stephen Simpson, CFA ACGL, WRB, AHL Wed, Mar. 9, 7:41 AM
  • Buy Berkshire Hathaway Despite Risks Of Buffett's Age
    Don Dion BRK.A, BRK.B Tue, Mar. 8, 4:33 PM
  • Greenlight Re Is Undervalued Due To Overblown Concerns
    Bram de Haas GLRE Tue, Mar. 8, 8:23 AM
  • Will The Real WB Please Stand Up? - Dividend Health Checkup - Episode 07
    Doctor Dividend BRK.B, BRK.A Tue, Mar. 8, 6:06 AM
  • HCI Group: 4Q15 - A Mix Of Statistical Anomalies And Humor
    RH Analytics HCI Mon, Mar. 7, 12:11 PM
  • What Buffett Won't Say: Berkshire Hathaway Annual Meeting 2016
    Evan Bleker BRK.A, BRK.B Thu, Mar. 3, 3:14 PM
  • Admiral Rallies, But Watch Earnings Quality
    Early Retiree AMIGF Thu, Mar. 3, 12:21 PM
  • HCI Group - Q4 Results Expected To Drive The Share Price Materially Lower
    New Capital HCI Thu, Mar. 3, 12:00 PM
  • Another Year In Buffett's House
    David Merkel, CFA BRK.A, BRK.B Thu, Mar. 3, 10:09 AM
  • Buffett Modifies Intrinsic Valuation Approach To Include Underwriting
    Shreyas Patel BRK.B, BRK.A Wed, Mar. 2, 4:04 PM
  • The Big Short 2.0
    Agloe Capital HRTG, OXBR, UVE Wed, Mar. 2, 1:27 PM
  • 5 Lessons From The 2015 Berkshire Letter
    Novel Investor BRK.A, BRK.B Wed, Mar. 2, 8:59 AM
  • A Letter From Mr. Buffett (Podcast)
    Chris DeMuth Jr. BRK.A, BRK.B Wed, Mar. 2, 7:30 AM
  • Travelers Insurance: Outperforming The Sector
    Caleb Jensema IAK, KIE, TRV Tue, Mar. 1, 10:43 AM
  • Buffett Increases Stake In Coca-Cola
    Eli Inkrot AXP, WFC, BRK.A Tue, Mar. 1, 10:09 AM
  • A Simple Way To Value Berkshire Hathaway
    Ranjit Thomas, CFA BRK.B, BRK.A Tue, Mar. 1, 9:55 AM
  • 2015 Berkshire Hathaway Letter To Shareholders: 3 Key Takeaways
    Get Rich Brothers BRK.A, BRK.B Mon, Feb. 29, 2:29 PM
  • AmTrust: Investment Income Can't Keep Up With Workers' Compensation Growth
    InsuranceShark AIG, AWH, HIG Sat, Feb. 27, 5:32 PM
  • Einhorn Investment Loss Can't Be Avoided At Greenlight Re
    Steve Evans HVRRF, HVRRY, SSREF Wed, Feb. 24, 11:44 AM
  • AIG Needs To Get Its Act Together, Quickly
    Achilles Research AIG Tue, Feb. 23, 9:53 AM
  • Warren Buffett Buys Kinder Morgan & 5 More New Picks
    Chris DeMuth Jr. AGN, AKRX, BRK.A Tue, Feb. 23, 7:30 AM
  • Greenlight Capital Re: A Stock You Should Stay Away From
    Pretium RNR, TPRE, GLRE Mon, Feb. 22, 7:51 AM
  • RenaissanceRe: Premium Valuation Is No Longer Justified
    Pretium RNR Thu, Feb. 18, 11:01 AM
  • Tracking David Einhorn's Portfolio - Q4 2015 Update
    John Vincent AAPL, ACM, AER Thu, Feb. 18, 2:56 AM
  • AIG's Dividend And Buyback Will Drive The Stock Higher
    Josh Arnold AIG Wed, Feb. 17, 4:06 PM
  • Chubb Ltd. - Bigger And Better In A Soft Market
    Stephen Simpson, CFA TRV, XL, AIG Wed, Feb. 17, 3:03 PM
  • Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q4 2015 Update
    John Vincent AXP, AXTA, BK Wed, Feb. 17, 4:03 AM
  • Tracking Dan Loeb's Third Point Portfolio - Q4 2015 Update
    John Vincent ACE, AGN, AMGN Mon, Feb. 15, 5:11 AM
  • Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q4 2015 Update
    John Vincent ALTR, ATW, BBRY Mon, Feb. 15, 4:33 AM
  • Chubb: A Conservative Dividend Grower In The Insurance Industry
    Simply Safe Dividends CB Sat, Feb. 13, 12:45 PM
  • AIG: A Win-Win?
    Achilles Research AIG Fri, Feb. 12, 3:49 AM
  • AIG: Another Win For The Activists
    Bohdan Kucheriavyi AIG Thu, Feb. 11, 11:59 PM
  • W.R. Berkley Continues To Navigate Tricky Waters
    Stephen Simpson, CFA WRB Thu, Feb. 11, 8:24 AM
  • Tremendous Growth History And Deep Value At HCI Group
    David Sims HCI Sun, Feb. 7, 2:55 PM
  • Assessing Bruce Berkowitz's Concentrated Bet ON AIG
    Superinvestor Bulletin CNQ, AIG Fri, Feb. 5, 2:36 PM
  • Potential Connections
    Alhambra Investment Partners AIG Thu, Feb. 4, 12:17 PM
  • Prices And Terms Eroded At January Reinsurance Renewal: PartnerRe President
    Steve Evans GLRE, HVRRF, HVRRY Thu, Feb. 4, 12:00 PM
  • I'm Still Long Arch Re After Management Change
    InsuranceShark ACGL, AIG, AWH Wed, Feb. 3, 9:16 AM
  • AIG: Icahn Is Not Happy
    Achilles Research AIG Wed, Feb. 3, 12:40 AM
  • 1347 Property Insurance Holdings: A Random Name With A Massive Upside
    Yicheng Lin FNHC, HCI, HRTG Tue, Feb. 2, 5:30 PM
  • Allstate Corporation Can Insure You Don't Lose Money If We Go Into A Bear Market
    Greg Vanderford ALL Tue, Feb. 2, 6:26 AM
  • Traveler's Companies Will Help Your Portfolio Sail To Safety In Choppy Waters
    Greg Vanderford TRV Tue, Feb. 2, 6:24 AM
  • AIG May Be A Dog For 2016
    Don Dion AZSEY, BRK.B, AIG Mon, Feb. 1, 10:25 AM
  • Berkshire A Buy After A Rough Year
    Theodore Walker BRK.B, BRK.A Mon, Feb. 1, 1:56 AM
  • Insure Your Portfolio With These 3 Stocks
    Zacks Investment Research CB, PRE, ALL Sat, Jan. 30, 5:23 PM
  • AIG's Hancock Must Deliver But Value Is Obvious
    Tim Travis AIG Fri, Jan. 29, 2:26 PM
  • Federated National: Growth Will Likely Slow Down In 2016
    Yicheng Lin FNHC Thu, Jan. 28, 11:53 AM
  • Cincinnati Financial: One Of The Longest Dividend Growth Streaks In America
    Simply Safe Dividends CINF Thu, Jan. 28, 6:57 AM
  • My Top Pick For 2016 Is The 30th Stock Of Dow Jones: Travelers Companies
    Aristofanis Papadatos TRV Thu, Jan. 28, 6:30 AM
  • AIG Strategic Plan Won't Satisfy The Activists
    Gloria Vogel, CFA GE, MET, AIG Wed, Jan. 27, 7:55 PM
  • AIG To Expand Use Of Reinsurance To Improve Performance
    Steve Evans GLRE, HVRRF, HVRRY Wed, Jan. 27, 5:00 PM
  • AIG Vs. Carl Icahn Part II
    Chris DeMuth Jr. ANTM, BAX, BRGYY Wed, Jan. 27, 10:52 AM