I believe Markel showed very disciplined and improving underwriting in the third quarter. Their combined ratio improved to roughly 93 % versus 97% last year, as they stated on the earnings call. This is crucial for an insurance company, because lower combined costs mean more of the premium should remain as margin for... Read more
Stock markets are sliding today as investors watch the potential impacts of a paralysis of the U.S. federal government. The S&P 500 and Nasdaq Composite indices are falling, with the Nasdaq down nearly 1.8% and the S&P 500 down around 1.2%. The Dow Jones Industrial Average is also weakening as markets adjust for risks tied to political uncertainty. The threat of a... Read more
Which sector besides technology do you find most interesting right now and see potential in?
In my opinion, the healthcare sector certainly has a lot of strength; it has been growing significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.
As my second choice I would pick fintech, because not only young people today dislike traditional banks.... Read more
When I wrote two days ago that "if you wouldn't ramble" and that "some here are guided by impressions instead of facts," my post was deleted. But when someone writes outright nonsense here, like Lukáš Nekvapil — he specifically writes that "the healthcare sector has been growing significantly in recent years," which is nonsense, since it fell by more than 10% last year — that's fine...
Which sector, besides technology, do you find most interesting right now and see potential in?
In my opinion, the healthcare sector is definitely very strong; it has grown significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.
As a second choice, I would pick fintech, because not only young people today dislike traditional banks. Companies... Read more
Not healthcare by a long shot... it’s such a complex business that I basically don’t understand it deeply enough to put my money there... for me, the biggest potential right now is definitely Aerospace and Defence, and at least in the short term, heavy industry as well.
Markel Group $MKL-Interesting competitor $UNH
Hello, investors,
I believe Markel showed very disciplined and improving underwriting in the third quarter. Their combined ratio improved to roughly 93 % versus 97% last year, as they stated on the earnings call. This is crucial for an insurance company, because lower combined costs mean more of the premium should remain as margin for...
Read more
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Does it make sense for you to buy even at the current valuation?
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Markets in Turmoil: The Fed’s Growing Reluctance to Cut Rates in December
US SHUTDOWN
Stock markets are sliding today as investors watch the potential impacts of a paralysis of the U.S. federal government. The S&P 500 and Nasdaq Composite indices are falling, with the Nasdaq down nearly 1.8% and the S&P 500 down around 1.2%. The Dow Jones Industrial Average is also weakening as markets adjust for risks tied to political uncertainty. The threat of a...
Read more
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The Fed shook things up a lot with that move, but I think it's just playing games with us and will continue to cut rates.
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Which sector besides technology do you find most interesting right now and see potential in?
In my opinion, the healthcare sector certainly has a lot of strength; it has been growing significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.
As my second choice I would pick fintech, because not only young people today dislike traditional banks....
Read more
Zobrazit další komentáře
When I wrote two days ago that "if you wouldn't ramble" and that "some here are guided by impressions instead of facts," my post was deleted. But when someone writes outright nonsense here, like Lukáš Nekvapil — he specifically writes that "the healthcare sector has been growing significantly in recent years," which is nonsense, since it fell by more than 10% last year — that's fine...
Which sector, besides technology, do you find most interesting right now and see potential in?
In my opinion, the healthcare sector is definitely very strong; it has grown significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.
As a second choice, I would pick fintech, because not only young people today dislike traditional banks. Companies...
Read more
Zobrazit další komentáře
Not healthcare by a long shot... it’s such a complex business that I basically don’t understand it deeply enough to put my money there... for me, the biggest potential right now is definitely Aerospace and Defence, and at least in the short term, heavy industry as well.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
U.S. federal shutdown nears end – Markets breathe a sigh of relief
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