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Montpelier Re Holdings Ltd. Message Board

  • mattya1979 mattya1979 Jan 9, 2006 11:17 AM Flag



    Berkshire Hathaway is a great company, and I own shares of Brkb. But your relentless comparisons of Brkb to MRH are senseless. Reinsurance is only a small part of Berkshire's total operations - albeit an important one. You know this. People on this board are investing in MRH because (a) they believe in the company long-term, (b) they believe in a turnaround after an unprescedented and catastrophic 2005, (c) or for various other reasons. Whatever the reason, MRH has taken strong steps to recapatalize itself to take advantage of what they perceive to be a very opportunistic 2006 for reinsurance. Brkb will no doubt take advantage of this new environment as well, but because reinsurance is only part of their business (and only one part of a very, very big company), Berkshire's potential returns will be much smaller.

    Deep, if you believe that 2006 will be a good year for reinsurance, than investing in MRH is smarter than investing in Brkb. The potential returns are so much higher.

    Argersinger Investment Group, LP

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    • You are trying to talk sense into someone who appears to have some seriously deep rooted anger with MRH. All his posts indicate an inability to separate emotion from investing. Oh well....

      As far as "deep" is concerned, the only stock worth holding no matter what is BRKb.

      • 1 Reply to mullagtawny
      • I know, but I thought I'd give it a try. I'm not sure why he's so down on the stock. Sure, it might not have been a great investment at $30 or $40, but it sure looks like a bargain to me at these prices. I've bought a lot of stock for my partnership over the past few weeks.


        Argersinger Investment Group, LP

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