White Mountains Insurance Group, Ltd. (WTM)

daftstockpicker (51.73) Submitted: 11/18/06 1:56 PM : Start Price: $496.73 WTM Score: 3.66

I kept reading about the great management team that runs this company. THe internet seems to effuse with praise for this company's management team.

I did not dig into the financials deeply, I did not go through the proxy statements. I did none of th...

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NetscribeInsuran (< 20) Submitted: 3/12/07 6:26 AM : Start Price: $548.02 WTM Score: -1.66

White Mountains Insurance Group, Ltd. is engaged in property and casualty insurance and reinsurance through its subsidiaries and affiliates. The company operates in four segments viz, OneBeacon which are United States-based property and casualty insu...

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TMFMattyA (98.21) Submitted: 4/17/08 3:41 PM : Start Price: $477.54 WTM Score: 9.03

This is a quality insurance operation with Berkshire Hathaway pedigree. Its emerging Esurance brand is gaining traction and is already worth substantially more than what the company paid for it. Recently, the company purchased all of its shares tha...

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mlknyu (< 20) Submitted: 4/15/08 12:41 PM : Start Price: $468.40 WTM Score: -7.99

Let's be real. Warren Buffett wouldn't have sold his share in White Mountains if he still believed in it. Over the last 5 years its return has only been 35% total, or averaging 7% a year...and the downward trend began in early 2005, well before any...

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nznutter (84.87) Submitted: 8/30/07 6:43 AM : Start Price: $506.69 WTM Score: 8.50

1. Great management


2. Good value


3. Discipline


4. Trading at only 1.2x Book Value


5. Berkshire has large interest


6. Value investing physcology


7. Good history


8. I...

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brentvoss (74.66) Submitted: 7/07/07 2:29 AM : Start Price: $590.20 WTM Score: -0.50

Rational management, no taxes in Bermuda. Jack Byrne started this company. He made Warren E. Buffett a lot of money at GEICO. They quote Ben Graham in their annual. Cheers.

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athenamike (94.48) Submitted: 4/20/07 12:22 PM : Start Price: $565.23 WTM Score: 0.18

White Mountains possesses a diverse book of insurance businesses that I believe can generate 12% returns on equity and grow at 10% per year over the next 5 years. Recent difficulties mask a strong underwriting culture and a strong investing team.

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mweav (99.03) Submitted: 10/11/06 8:47 PM : Start Price: $503.09 WTM Score: 2.91

Experienced management in a tough industry. Pricing power improving. Risk profile improving. Lots of value here. Dividend helps too.

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OSUChad (97.21) Submitted: 8/25/06 6:16 AM : Start Price: $509.44 WTM Score: -2.49

White Mountain Ins - Value

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kahunacfa (< 20) Submitted: 7/16/08 11:51 AM : Start Price: $400.00 WTM Score: 17.49

White Mountain Insurance Group has under-performed the market recently. I believe that this period of underperformance will end soon for this well-run property and Causuality insurnace company.





White Mountain Insurance Group ...

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