Have something to add to this list? Put in the comments below:
- David Merkel's Aleph Blog has a seven part series "On Insurance Investing", and "A Summary of my Writings on Analyzing Insurance Stocks". Here is more from Merkel as a guest blogger on Barry Ritholtz's Big Picture Blog.
- David Schiff published Schiff's Insurance Observer from 1989 until 2007. He has been kind enough to make it all free on the web. Schiff's Insurance Observer isn't necessarily about investing, it's more of an industry focused publication. Serious investor know that these types of publications, written for industry insiders, provide insight that few research analysts can match.
- Rob Bobman's Capital Returns Management is an insurance company focused hedge fund. Skybridge backed him in 2008, and he's been known to shake things up on earnings calls (first question in the Q&A session). Regular readers know I am a fan of analyzing the 13f filings of excellent investors. The Capital Returns 13f is worth following. A backtest of Bobman's top ten positions, equally weighted, returned +86% since filing began. This handily trounced the SPDR S&P Insurance ETF (KIE) return of +72% and the S&P 500 total return of +68% over the same time frame. See a chart of the Capital Returns Management back test below.
Have a recommendation? Put it in the comments section or contact me. I am particularly interested in a book recommendation.