eclecticvalue Posted March 14, 2018 Share Posted March 14, 2018 2017 annual letter is out. https://s2.q4cdn.com/121571286/files/doc_financials/2017/Q4/2017-Annual-Letter.pdf Link to comment Share on other sites More sharing options...
DRValue Posted March 14, 2018 Share Posted March 14, 2018 https://s2.q4cdn.com/121571286/files/doc_financials/2017/Q4/2017-Annual-Letter.pdf Link to comment Share on other sites More sharing options...
Spekulatius Posted March 15, 2018 Share Posted March 15, 2018 https://s2.q4cdn.com/121571286/files/doc_financials/2017/Q4/2017-Annual-Letter.pdf Boring as hell. It’s like BRK with half the ROA. They acquired a steel fabricator and a funeral products company ( caskets etc). RIP. I kind of like these guys and if it is cheap enough, I wouldn’t mind owning the stock, knowing that the returns will never match BRK or MKL. Link to comment Share on other sites More sharing options...
no_free_lunch Posted March 16, 2018 Share Posted March 16, 2018 I would buy it if at historically low price to book multiple. Link to comment Share on other sites More sharing options...
SafetyinNumbers Posted February 20, 2021 Share Posted February 20, 2021 Any Alleghaniacs out there? Y got to 1.3x book at the end of 2019 but probably trades under book given equity market and likely underwriting performance since the end of Q3. They report next week. I bought a little last week and it’s a brand new position for me. Link to comment Share on other sites More sharing options...
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