Chubb: One More Reason For Potential Buyout By Berkshire

(10min)

Summary

  • Judging by CB’s latest financials and profitability, I consider the consolidation in the P&C insurance sector to be largely completed by now.
  • This adds another important reason to support a potential full buyout from BRK, as Warren Buffett likes to buy businesses in consolidated sectors.
  • Digestibility is not an issue at all, given BRK’s increased cash reserves from its recent sales of Apple and Bank of America shares.
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One, Two, Three - Counting with Fingers (XXXL)

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CB stock: consolidation of the insurance sector

I last wrote on Chubb Limited (NYSE:CB) stock about 4 months ago. To be more exact, that article was published by Seeking Alpha on June 20, 2024, and was entitled "Chubb: 3 Reasons Why A

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Envision Research, aka Lucas Ma, has over 15+ years of investment experience and holds a Masters with in Quantitative Investment and a PhD in Mechanical Engineering with a focus on renewable energy, both from Stanford University. He also has 30+ years of hands-on experience in high-tech R&D and consulting, housing sector, credit sector, and actual portfolio management.

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of BRK.B either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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