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"Personal insurance holds are $WRB $ORI $FFH.TO $BRK $CB $PGR $COFA.PA $HIG as my preferred compounders right now and special situations $AMBC $SKWD for reasons Ive stated in the past. I dont own $HG but I like their quant strategy versus the traditional hedge fund / private investment strategy that failed carriers like $SPNT and $GLRE in the past. Have some exposure to PMI as well"
X Link @CedarStResearch 2025-09-29T02:58Z 2423 followers, XXX engagements
"Always forget some names when we type too fast: Trade Credit Specialist: $COFA.PA 10x PE w/ +75% div payout and $ACGL owns XX% Spinoff Situation / Undervalued: $HCI spinning off Exzeo software / MGA worthy multiple being valued on a normal PB multiple within $HCI Improving Business Model: $HIPO growing homeowners rates hard and underwriting performance massively improving. Spinnaker doing $700m of premium if spinoff practically equal to $HIPO current market cap. Near Term Market Share Dominance: $PGR continues to take market share and outperform the market"
X Link @CedarStResearch 2025-08-09T17:34Z 2426 followers, XXX engagements
"💰 UPCOMING DIVIDEND PAYMENTS 🗓 May XX 2024 $MPFRF $CSHI $RNO.PA $NUSI $ZUGER.SW $ELPQF $JFBHF $VGP.BR $LTA.PA $QQQI $VGPBF $COFA.PA $RNL.DE $EVS.BR $RNSDF $MGDDF $VILN.SW $BITX $RNO.SW $NBEN.SW 💸 Will you receive dividends tomorrow (1/17)"
X Link @dividendpaydate 2024-05-23T17:13Z 1511 followers, XXX engagements
"Check my analysis on some companies written on my substack: 1) $RCO.PA - 2) $WASH - 3) $AFX.DE - 4) $VIB3.DE - 5) $ITIC - 6) $COFA.PA -"
X Link @DB_Silver_Fox 2024-01-19T08:06Z XXX followers, XXX engagements