Category archives for: Insurance Industry

Platinum Underwriters 2013 Results

This article provides a brief update to The Rational Walk’s 2011 research report on Platinum Underwriters. More than two years have passed since the report was published in October 2011 which is enough time to evaluate the validity of the investment thesis. Platinum recently released results for 2013 along with a detailed financial supplement and held a conference call for analysts. We take a look back at the situation in late 2011, evaluate the latest financial results, and attempt to determine whether Platinum might represent a solid investment opportunity based on its current market price and future prospects.

Investors Title Company Approaches Intrinsic Value

In this article, we revisit the investment thesis for Investors Title Company which was first profiled on The Rational Walk in November 2010 with an update provided in March 2011.

Swiss Re Estimates $1.2 Billion Pre-Tax Loss From Japan Disasters

Swiss Re has projected claims costs of $1.2 billion net of retrocession and before taxes due to the disasters in Japan. The company emphasizes that a great deal of uncertainty remains due to the difficult situations that still exist in the hard hit areas of Japan. Read this article for more details.

What Does Buffett’s Valuation of GEICO Imply for Progressive?

In this article, we will take a look at comments made in Warren Buffett’s 2010 annual letter regarding GEICO’s valuation and examine potential implications for the intrinsic value of Progressive, GEICO’s most fierce competitor. Read this article for more details.

Large Losses From New Zealand Quake May Not Create Hard Insurance Pricing Market

According to the latest reports from New Zealand, the death toll from Tuesday’s 6.3 magnitude earthquake has reached 113 and is expected to increase further as the grim recovery efforts proceed in the coming days. In terms of financial damage, the quake is now expected to result in insured losses of up to $12 billion. The disaster may prove to be among the top 10 most costly natural disasters once the final financial toll is known. Although the turmoil in Libya and the related spike in oil prices has moved the New Zealand story off the front pages of many newspapers, this disaster will have widespread implications in the months ahead. Read this article for more details.

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