Comments on: On Insurance Investing, Part 3 http://alephblog.com/2013/01/26/on-insurance-investing-part-3/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Tue, 18 Jun 2013 17:20:35 +0000 hourly 1 http://wordpress.org/?v=3.5.1 By: David Merkelhttp://alephblog.com/2013/01/26/on-insurance-investing-part-3/comment-page-1/#comment-31029 David Merkel Wed, 30 Jan 2013 05:01:41 +0000 http://alephblog.com/?p=5809#comment-31029 Underwriting discipline
Investment discipline
Asset/Liability Management (matching/liquidity)

Not fancy, but a company that does these things stays in the game, and compounds returns.

]]> By: danhttp://alephblog.com/2013/01/26/on-insurance-investing-part-3/comment-page-1/#comment-31028 dan Wed, 30 Jan 2013 02:43:31 +0000 http://alephblog.com/?p=5809#comment-31028 What sustainable competitive advantages are there in the insurance industry?

-Underwriting discipline?
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