Insurance/Reinsurance

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David & Goliath - Blackstone And Patria
Seeking Alpha· 2025-06-23 13:30
Whenever I find a promising upstart in an industry which is dominated by a clear leader, the story of David and Goliath comes to mind. Taking the biblical themes aside, the message of the story is that big is not always beautiful, while smallThe 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 ...
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]