Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (1) |
Author: superpooky   😊 😞
Number: of 15058 
Subject: Will Berkshire Acquire Chubb?
Date: 06/11/2024 10:44 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
Andrew Bary from Barron's makes a good case in this article from a few weeks ago (paywall):

https://www.barrons.com/articles/buffett-berkshire...

Summary: seems like it would be a great fit, Chubb has investment portfolio of $140 billion mostly in bonds, little overlap in insurance lines, valuation doesn't seem too demanding. Essentially Alleghany times 10.

Could possibly explain why Warren is increasing the cash pile...?

Thoughts?
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (1) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds