Dissent on Triple-S Management | Value Investing News

Dissent on Triple-S Management

  • That great business is health care insurance in Puerto Rico, where GTS has a leading position.
  • What it does mean is that another insurance company had to get enough confidence on the total claim level to write the business.
  • I think GTS, AM Best and the retroactive reinsurer are correct, and the writers of the article are wrong regarding the claims exposure.
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