ORH
A Cash Rich Insurer: Odyssey Re
(via stockmanmarc.blogspot.com)
A brief look at a Re Insurance company trading at cash value...
Credit Default Swaps in Today's Markets
(via streetcapitalist.com)
With today’s news regarding the Bear Stearns buyout, the markets were certainly volatile, with some large sell-offs for Lehman Brothers (LEH) and MF Global (MF). I was more interested in the performance of the credit default swaps that are held in the portfolios of Odyssey Re (ORH) and Fairfax Financial Limited (FFH).
Street Capitalist Portfolio Outperforms
(via streetcapitalist.com)
As a whole, the Street Capitalist portfolio is up 12.82% over the course of less than 5 months. During the same period, the S&P 500 is down -6.46%. I’m quite satisfied with this type of out performance of my benchmark. In the future I’d like to make a few more changes:
