徐繁阳2018-06-01 20:29
明明是18.5%,一看就知道是$Third Point再保险(TPRE)$ 家的老丹尼尔同志。如果从2012年开始算的话就只有10.2%了。 $苏富比(BID)$ 是他的经典案例。查看全文
坚信价值2018-04-20 01:35
高瓴隐藏挺深的,学巴菲特和$Third Point再保险(TPRE)$ $绿光再保险(GLRE)$ 搞了一个再保险公司做浮存金投资,搞了一年多了,但是中文媒体都搜索不到相关信息。
这家注册在百慕大的再保险公司叫KaylaRe,2016年12月高瓴与Enstar合资设立,原来是高瓴占43.5%,Enstar占48.4%,浮存金由高瓴进行...查看全文
坚信价值2017-04-09 23:56
报告作者:David Einhorn 报告出处:Greenlight
积极投资者 David Einhorn 向 $通用汽车(GM)$ 发出的建议书PPT,要求通过两级普通股来释放公司价值。
$绿光再保险(GLRE)$ $股东积极行动ETF-Global X(ACTX)$
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坚信价值2017-01-04 03:04
之前写了美国公募基金投资的总结:网页链接。
做个英国的续集。英国上市封基上一直没有花太多时间:
一是交易成本比较高(英国单向印花税0.5%),所以之前买了的就一直持有不动了。
二是也没有什么新品种,所以也没什么好天天关注的。我以前总结过,英...查看全文
$Third Point再保险(TPRE)$ 8-K Current report, items 2.02 and 9.01 Accession Number: 0001576018-20-000011 Act: 34 Size: 1 MB 网页链接
$Third Point再保险(TPRE)$ SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals Accession Number: 0001104659-20-019382 Act: 34 Size: 525 KB 网页链接
$Third Point再保险(TPRE)$ SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals Accession Number: 0001258897-20-001356 Act: 34 Size: 52 KB 网页链接
$Third Point再保险(TPRE)$ SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals Accession Number: 0001104659-20-018222 Act: 34 Size: 13 KB 网页链接
$Third Point再保险(TPRE)$ SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals Accession Number: 0000834237-20-002664 Act: 34 Size: 13 KB 网页链接
$Third Point再保险(TPRE)$ 5 Annual statement of changes in beneficial ownership of securities Accession Number: 0001576018-20-000002 Size: 5 KB 网页链接
$Third Point再保险(TPRE)$ 8-K - Current report Filed: 2019-11-05 AccNo: 0001576018-19-000087 Size: 1 MBItem 2.02: Results of Operations and Financial ConditionItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compen...
$Third Point再保险(TPRE)$ 10-Q - Quarterly report [Sections 13 or 15(d)] Filed: 2019-11-05 AccNo: 0001576018-19-000089 Size: 19 MB 网页链接
$Third Point再保险(TPRE)$ 8-K - Current report Filed: 2019-08-07 AccNo: 0001576018-19-000075 Size: 1 MBItem 2.02: Results of Operations and Financial ConditionItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compen...
$Third Point再保险(TPRE)$ 10-Q - Quarterly report [Sections 13 or 15(d)] Filed: 2019-08-07 AccNo: 0001576018-19-000077 Size: 19 MB 网页链接