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。
$绿光再保险(GLRE)$ $股东积极行动ETF-Global X(ACTX)$
网页链接查看全文
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
$Third Point Reinsurance Ltd(TPRE)$ 内部交易: 2016-09-15,CUO, Third Point Re USA Ltd.,Urban Anthony ,期权,71338普通股, $10.00
$Third Point Reinsurance Ltd(TPRE)$ 内部交易: 2016-09-14,CUO, Third Point Re USA Ltd.,Urban Anthony ,期权,58662普通股, $10.00
$Third Point Reinsurance Ltd(TPRE)$ 8-K - Current report Filed: 2016-09-01 AccNo: 0001576018-16-000112 Size: 43 KBItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain OfficersItem 9...
$Third Point Reinsurance Ltd(TPRE)$ 10-Q - Quarterly report [Sections 13 or 15(d)] Filed: 2016-08-05 AccNo: 0001576018-16-000107 Size: 26 MB 网页链接
$Third Point Reinsurance Ltd(TPRE)$ 8-K - Current report Filed: 2016-08-04 AccNo: 0001576018-16-000104 Size: 1 MBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接
$Third Point Reinsurance Ltd(TPRE)$ 美东时间 2016-08-04 16:30 After Market Close:THIRD PT REINSR Earning Release . Wall St EPS Est ($):0.67. 网页链接
$Third Point Reinsurance Ltd(TPRE)$ 8-K - Current report Filed: 2016-06-28 AccNo: 0001576018-16-000100 Size: 1 MBItem 1.01: Entry into a Material Definitive AgreementItem 9.01: Financial Statements and Exhibits 网页链接
$Third Point Reinsurance Ltd(TPRE)$ 美东时间 2016-06-15 11:30 Third Point Reinsurance Ltd at Morgan Stanley Financials Conference 网页链接
$Third Point Reinsurance Ltd(TPRE)$ 8-K - Current report Filed: 2016-05-09 AccNo: 0001576018-16-000094 Size: 45 KBItem 1.01: Entry into a Material Definitive AgreementItem 9.01: Financial Statements and Exhibits 网页链接
$Third Point Reinsurance Ltd(TPRE)$ 8-K - Current report Filed: 2016-05-06 AccNo: 0001576018-16-000090 Size: 47 KBItem 5.07: Submission of Matters to a Vote of Security HoldersItem 8.01: Other Events 网页链接