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JAAA: Deciphering The Management Commentary
Seeking Alpha· 2025-12-03 11:57
The author has an honours degree in economics and politics with a focus on economic development. With 36 years of experience in executive management he has extensive knowledge of insurance/reinsurance, Global and Asia Pacific markets, climate change and ESG. He invests in his personal capacity.Analyst’s Disclosure:I/we have a beneficial long position in the shares of JAAA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not re ...
David & Goliath - Blackstone And Patria
Seeking Alpha· 2025-06-23 13:30
Group 1 - The article draws a parallel between small upstarts in an industry dominated by a leader and the biblical story of David and Goliath, suggesting that larger companies are not always superior [1] - The author emphasizes the importance of recognizing potential in smaller companies despite the dominance of larger players in the market [1] Group 2 - The author has extensive experience in executive management, particularly in the insurance and reinsurance sectors, as well as knowledge of global markets and climate change [1] - The article does not provide specific investment advice or recommendations, focusing instead on sharing personal analysis for reader interest [2][3]
White Mountains: With Two Catalysts, I Am Upgrading It To A Buy
Seeking Alpha· 2025-04-14 19:56
Core Insights - The author has extensive experience in executive management, particularly in the insurance and reinsurance sectors, with a focus on global and Asia Pacific markets, climate change, and ESG [1] Group 1 - The author holds an honours degree in economics and politics, emphasizing economic development [1] - The author has 36 years of experience in executive management, indicating a deep understanding of the industry [1] - The author's investment activities are conducted in a personal capacity, suggesting independence in analysis [1]