Peter Doyle
Peter Doyle
collection cost focused improved investment largely management performance premium quality resulting several terms
Operational efficiencies resulting from management interventions over several years, in terms of improved cost management, better quality of new business, more focused premium collection and more competitive investment performance in particular, are largely responsible for this incremental value-add for stakeholders,
asset company content discount globally likely media net occur trades
is likely to occur globally and this company has the media or the content that's going to be distributed and it trades at a discount to its net asset value.
expand felt management needed plans team
We had plans in place to expand the management team and he felt he needed to do something on his own,
assets billion buyer cash distressed flow generates great last pick prices resort warren
Berkshire Hathaway sits on $45 billion of cash and generates about $5.2 billion of cash flow annually, ... Berkshire and Warren Buffett have really become the lender of last resort or the buyer of last resort of many assets. And I think he's going to pick up great assets at very distressed prices going forward.
balance buying company earn highly market million net percent profitable share shares
RX is a highly profitable company that's going to earn $300 million in net income, ... It has a 93 percent market share globally. It has a pristine balance sheet, and the company is also buying back their shares aggressively.
commission companies funding life paying policy risk taking
There had to be a different way of recognising and paying commissions, and now the life companies will be taking the risk of policy continuation by funding commission streams,
allow clients commission decide policies resolution structure switch waiting whether
We are waiting for the resolution of the new commission structure before we decide whether or not to allow our clients to switch from their old policies to new policies.
companies core cyclical incredibly large pockets quite technology
There's going to be pockets of technology that do incredibly well, ... But the valuation is still being the core of the very large companies are quite high, especially if they're really cyclical in nature.
basis buy capital continue exploring levels market ongoing present review shares themselves ways
We review our capital levels on an ongoing basis and will, where appropriate, continue to buy back shares through the market as opportunities present themselves while simultaneously exploring other ways of effectively deploying capital.
brands companies
Those companies that have brands and that have something proprietary will do well.
continue distinct last
If other equities continue to deflate, which is a distinct possibility, Berkshire Hathaway could become the lender of last resort.
We think the valuations still can not be justified.
companies content disney estimates research walt
We own a lot of content companies, companies like Walt Disney ( DIS : Research , Estimates ).
coming phone provide satellite three
There are really three technologies that are going to provide broadband. It's going to be cable, satellite and DSL, which is coming over the phone lines,