Topic Archives: Ferro (FOE)

January 9, 2015 / Travis Johnson, Stock Gumshoe

More thoughts on Markel, Berkshire, Greenlight and Third Point… Plus a new “Maybe” for the portfolio

Insurance is one of the fairly large sectors in my personal portfolio, and several of the stocks I talk about often are in that business, so I wanted to take a quick look at those ideas and the state of the industry for you today — then I’ve got another interesting new name to kick […]

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