Note – many of my pages are unreachable if you try to navigate your way through the WordPress page hierarchy. The reason is that WordPress limited my choice of ‘parent’ page to twenty (chosen somehow by WordPress). That’s been corrected but I haven’t got round to giving every page its proper parent page.
The pieces below are in date order with the most recent at the top.
Core earnings versus reported – an analysis using made-up data November 21, 2015
The effect of valuation on long term total return September 20, 2015. It’s based on hypothetical data, but with links to real-world charts and studies etc. at the end.
Employers Holdings’ reserving – The page shows how a chart can illustrate an insurer’s reserving history, showing if they’ve reserved enough, more than enough, or too little and had to add to reserves.
An explanation of an insurance company’s reserving – it’s a long piece with simple and detailed explanations. Many readers will get as much info as they need from the short piece about Employers Holdings’ reserving, above.
The terminology of insurance reserves – a long piece which includes the gap between insurance glossaries and the way terms are used in practice. I also show how the context matters.
The approximation Return = Yield + Dividend growth is nearly always close enough – it’s not vital reading, but I’ve used the more accurate formula (below), and decided I ought to show how much difference it makes with a few charts.
Return = Yield + Dividend growth + (Yield * Dividend growth) – This is not essential reading, but I used the formula so I thought I’d better show how I derived it. One derivation involves summing a geometric series.
Ubiquiti Networks and foreign exchange rates March 12, 2015
About “Playing to Win: How Strategy Really Works” – I’ve collected a few links about the influential book, and added some comment. March 8, 2015.
Thoughts on “Increasing Returns and the New World of Business” February 17, 2015
Stocks I like – I made the list because it isn’t easy to find them all from my blog posts and pages. February 17, 2015
pSivida Corp. – a small medical company with promising technology and a U.S. launch this quarter February 8, 2015
Trusting management January 26, 2015
Copart, Inc. – good financial returns from online auctions for salvage vehicles January 5, 2015
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