tag:blogger.com,1999:blog-6798074091942701235.post5993514972240131903..comments2024-03-29T01:35:09.550-04:00Comments on Can Turtles Fly?: Valuation compression in the mid-cap reinsurance industrySivaram Vhttp://www.blogger.com/profile/06361276466660862882noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-6798074091942701235.post-41698847493314726042010-09-26T03:04:26.000-04:002010-09-26T03:04:26.000-04:00Thanks for the ideas John Y and PlanMaestro. I'...Thanks for the ideas John Y and PlanMaestro. I've started looking for historical data to see if this is for cyclical reasons.Sivaram Velauthapillainoreply@blogger.comtag:blogger.com,1999:blog-6798074091942701235.post-82790686884806989562010-09-23T23:04:22.000-04:002010-09-23T23:04:22.000-04:00Pricing is soft and investment profits will probab...Pricing is soft and investment profits will probably be anemic. But that could be a wonderful environment for insurance, and reinsurance, companies oriented to the underwriting. The yield hogs ROIC will start to suffer and pricing will finally recover more than 5 years.PlanMaestronoreply@blogger.comtag:blogger.com,1999:blog-6798074091942701235.post-16096524583333995822010-09-22T22:19:33.000-04:002010-09-22T22:19:33.000-04:00What is the trend of the MRH's combined ratio?...What is the trend of the MRH's combined ratio?<br /><br />Insurance is a cyclical business. It's cyclical in premium mispricing. Buffett spent a lot ink on this topic in his BRK chairman letters throughout the years. This may not be the reason of your specific cases though.John Ynoreply@blogger.com