P&C Insurance Economics 103: Decomposition of ROE, Growth, and P/B

I quickly look at three insurane companies decomposing ROE drivers …

Food for Thought #48 // Links🔗

This time the most interesting content I stumbled over includes: PGR, Uranium, defensive investing, metaverse, Singapore real estate, crypto…

Food for Thought #33 // Links🔗

This time the most interesting content I stumbled over includes: research as octopus and shark, patience, TISE, bitcoin, biases, banks, berkshire, …

Progressive (PGR US), March 2021

Progressive is one of my biggest positions. It’s a very profitable defensive business with ample growth runway for putting its retained earnings to use and continue to earn high returns on equity.

Food for Thought #30 // Links🔗

This time the most interesting content I stumbled over includes: market bubble, Digital Decolonisation, Citi, PGR, SESG

I like this auto insurance company since it is Progressive

Traditional auto insurance companies are not the most desired investments currently. It’s all too easy to buy all these sexy new insurtechs around the corner (via your commission-free trading app). Advertising (or listing) your company as a tech company that could/would/should grow it’s revenue/users/losses by 10/20/50x is all the rage now. If that is what ‘investors’ want, that’s what they get …

Is Progressive an Interesting Long-Term Buy for You?

The Progressive Corporation (PGR) is a growing American insurance holding company, predominantly selling automobile insurance, leveraging technology and industry leading segmentation to grow its market share. I take a deeper look into this interesting company…