deconstructingrisk

Consistency with ambition, the case for TWTC 23/02/2014 - (0)
Valuations remain high (S&P PE at 19.5 and CAPE over 25) despite recent volatility and I have posted on my views previously. A recent post on Level3 (LVLT) in December referred to increases in telecom valuation multiples. Since then LVLT reported a very good end to the year and has rocketed to around $38, or […]
Lancashire…so much to answer for. 18/02/2014 - (12)
A Changing Education 11/02/2014 - (3)
Insurance ROEs earned the hard way 05/02/2014 - (0)
ILS Fund versus PropertyCat Reinsurer ROEs 31/01/2014 - (6)

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