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Mortimer Duke

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Posts posted by Mortimer Duke

  1. Looking for recommendations on how to best go about building a circle of competence in Insurance. Sure, read the Berkshire Hathaway reports, other annual reports (recommendations?)

     

    I like fat books on Industrial History -like Yergin's The Prize when it comes to oil, or Simmon's Twilight in the Desert. (Both great reads in the sector, btw.) Interested in similar tomes re: insurance.

     

    Outside of working for a few brokers, as an investor I've stayed completely away from the financials, so I'm starting largely from scratch.

     

    I asked a number of people this same question years ago when I was trying to learn more about insurance and one of the few books I heard mentioned repeatedly from people in the industry was "Invisible Bankers" by Andrew Tobias. It's out of print, but easy to find on Amazon and an excellent book on the insurance business.

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