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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Author: deucetoace   😊 😞
Number: of 86289 
Subject: Re: Protector Forsikring ASA (PROT.OL)
Date: 03/24/25 7:18 AM
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No. of Recommendations: 4
I mentioned it. I wasn't a shareholder until after the second drawdown but will try to look around and comment further. I have a recollection of poor loss ratios in 2020 from what another commentator has mentioned but memory might be false.

The interesting issue for me here is that if they can reproduce their experience in the UK in France, which they have just entered this year, there is the potential for significant earnings growth in the next few years. It will take a while to ramp up and cover their start up costs of course.

Their investment approach is value orientated with around 15% of investments in equities. Long term the returns here have been good.

If I get a chance I will try for more detail at some point.
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