tag:blogger.com,1999:blog-7294165939647321702.post1360877184569855999..comments2024-03-11T10:31:06.107-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Down the HALLSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7294165939647321702.post-59310500658571161932022-10-20T19:30:01.773-04:002022-10-20T19:30:01.773-04:00Hi Tom, I just don't trust the underwriting ri...Hi Tom, I just don't trust the underwriting right now.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-61847034220523359312022-10-13T15:56:52.581-04:002022-10-13T15:56:52.581-04:00Despite the drop, there have been a few interestin...Despite the drop, there have been a few interesting developments for this company. The main one being selling the E&S (i.e. profitable) parts of the business. Including the $60m from this sale, tangible equity sits at $155m while market value is appriximately $20m.<br /><br />Tempted to get back in?<br />Tom Evanshttps://www.blogger.com/profile/02220557517173701398noreply@blogger.com