Thursday, November 25, 2021

Deck the HALL

  • Over 50% discount to book value, as a result of terrible underwriting results in recent years.
  • But under new management, earnings of over $14 million so far this year on market cap of $78 million.
  • Insurance market continues to harden, as the company has implemented a 12% rate increase so far this year.

Monday, November 1, 2021


I've become more interested in historical fiction lately, bringing me to my latest read: London: The Novel. Over a couple of thousand years, this city has gone from a backwater to one of the most important world capitals.