I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and shipping [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of investing in blue-chip companies initially has evolved into a broader investment strategy that includes various market cap sizes, indicating a more sophisticated investment approach [1]

State insurance commissioners are arguably the most important regulators of an industry that has become a financial pipeline for the private-credit boom https://t.co/y2Id5sHlB9 ...

March 20 (Reuters) - Insurance giant Chubb said on Friday its maritime insurance facility will now be available to ships transiting ‌the Strait of Hormuz where traffic has been paralyzed ‌due to the U.S.-Israel conflict with Iran. Chubb will be the lead partner on the ​U.S. International Development Finance Corporation's $20 billion Maritime Reinsurance Plan aimed at resuming commercial shipping in the Gulf, the agency said last week. So far, there has been no let-up in hostilities and no sign ships ca ...

It has been about a month since the last earnings report for Radian (RDN) . Shares have added about 0.3% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Radian due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Radian Group Inc. before we dive into how investors and analysts have reacted as of late.Radian Group Q4 Earnings Top Est ...

Chubb Details Structure of the Gulf Maritime Insurance Facility with DFC Accessibility StatementSkip NavigationNEW YORK, March 20, 2026 /PRNewswire/ -- Chubb (NYSE: CB), the world's largest publicly traded property and casualty insurer, today outlined the structure and scope of the maritime insurance facility created in partnership with the U.S. Government through the U.S. International Development Finance Corporation (DFC), which on March 11 announcedChubb as lead underwriter for its $20 billion Maritime R ...

Trip interruption insurance is a type of standard travel coverage that reimburses you for covered travel costs if you have to cut your trip short. For example, if you’re injured or become seriously ill while traveling and can’t continue your trip, this insurance may cover your prepaid, nonrefundable expenses for the unused portion of your trip, such as flights and hotel stays, as well as transportation home. Learn more: Travel insurance: What it covers, costs, and how to choose the right policy What t ...

Core Insights - Ironvine Capital Partners emphasizes that long-term equity returns are driven by underlying earnings growth, with portfolio businesses increasing earnings by 12% to 16% in 2025 and compounding profits at approximately 15% to 18% annually over the past nine years [1] - The firm anticipates another year of mid-teens earnings growth in 2026, supported by competitive advantages, reinvestment opportunities, and industry tailwinds [1] - The Ironvine Concentrated Equity Composite returned 11.27% in 2025, while the Ironvine Core Equity Composite gained 9.68%, compared to the S&P 500 Index's return of 17.88% [1] Portfolio Highlights - Major portfolio holdings are benefiting from trends in cloud computing, aerospace maintenance, datacenter and semiconductor growth linked to artificial intelligence, resilient credit markets, digitization of payments, and demand for enterprise software and risk-management services [1] - Berkshire Hathaway Inc. (NYSE:BRK-B) is highlighted as a key stock, with a one-month return of -3.36% and a market capitalization of approximately $1.04 trillion as of March 19, 2026 [2] - Berkshire's new CEO, Greg Abel, faces challenges in managing the company's cash and equity portfolio, especially as shares are not undervalued compared to previous years [3]

A trillion dollars worth of Americans' life insurance money is in private debt deals. State regulators say they are on top of it. ...

Core Insights - The recent stock purchase by Berkshire Hathaway's new CEO Greg Abel signals strong management confidence in the company's future [1][7] - Abel's investment of $15 million, equivalent to his after-tax annual salary, indicates he believes Berkshire's stock is undervalued [7] - Berkshire Hathaway's stock has underperformed recently, declining about 7% over the past year, while the S&P 500 rose nearly 17% [4] Management Transition - Greg Abel succeeded Warren Buffett as CEO at the beginning of the year, taking over a company that has been a leader in various sectors, including insurance and energy [2] - Buffett's legacy includes building Berkshire's stock portfolio to over $300 billion and maintaining a cash reserve of approximately $370 billion by the end of 2025 [4] Shareholder Communication - Abel has made efforts to communicate his vision for the company, including an 18-page letter to shareholders outlining his plans [5] - The company will continue its share repurchase policy when the market value is perceived to be less than its intrinsic value, a strategy consistent with Buffett's approach [9] Valuation Metrics - Berkshire's stock currently trades at a lower valuation compared to its five-year historical average based on its tangible book value (TBV), which is a common metric for valuing financial companies [10] - The TBV represents the company's equity after accounting for intangible assets and goodwill, providing insight into its liquidation value [10] Market Reaction - Buffett's retirement created uncertainty in the market, as he had given the stock a premium valuation due to his successful track record [12] - Abel's adherence to Buffett's principles is seen as a positive sign for the company's future, despite the challenges of stepping into Buffett's role [13]