No. of Recommendations: 2
Chubb: One More Reason For Potential Buyout By Berkshire.
"Summary
Judging by CB’s latest financials and profitability, I consider the consolidation in the P&C insurance sector to be largely completed by now.
This adds another important reason to support a potential full buyout from BRK, as Warren Buffett likes to buy businesses in consolidated sectors.
Digestibility is not an issue at all, given BRK’s increased cash reserves from its recent sales of Apple and Bank of America shares.
I am Envision Research. I hold a Masters in Quant Investment. I lead the investing group Envision Early Retirement where we offer proven solutions to generate both high income & high growth with isolated risks."
https://seekingalpha.com/article/4726368-chubb-one... 