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Here is another look at the GE insurance business with some napkin math regarding the adequacy of their reserves: http://brontecapital.blogspot.com/2019/08/one-
by PowerfulWizard 7y ago
Here is another look at the GE insurance business with some napkin math regarding the adequacy of their reserves: http://brontecapital.blogspot.com/2019/08/one-more-brief-comment-on-markopolis-ge.html http://brontecapital.blogspot.com/2019/08/one-more-brief-com...
- PipBender 7y agoThey hold a non-trivial amount (1,816,994 shares, valued at 19M on filing date, a lot less now) of GE stock: https://fintel.io/i/bronte-capital-management-pty https://fintel.io/i/bronte-capital-management-pty edit: added value
- PowerfulWizard 7y agoWow I didn't know that, he must be sweating.