Dan Kent
speaker
601 appearances
44 recordings
2 series
first heard Apr 2026
last heard 7 Sep
Dan Kent’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 44 in all, peaking in Aug 2026 with 14.
Appearances
The Canadian Investor · Berkshire’s $400B Cash Pile + How to Buy Private AI Companies · 11 May 2026
podcast
And that's kind of why they've started buying back.
But it's very tiny, what do you say was 230 million?
Yeah, it was kind of the same with Intact, which would be, I mean, kind of similar model PNC insurance, like property and casualty.
they posted really good results, but it was also because of the catastrophe situation.
Like you have lower catastrophe results in a quarter, you're going to have a lower combined ratio, but like the market knows that this environment won't last.
Like you're eventually going to hit a quarter where you're paying out a ton of money because of whatever it may be like in the States, probably a ton of, you know, weather related events up here, fires are always an issue.
So there's always going to be ugly and good quarters.
So the market really doesn't react.
There's a lot of people who wonder during a quarter when they got to pay out $4 billion worth of catastrophe losses, why the market doesn't hammer them for that.
And they just kind of know that these are going to level out over time.
It's part of the business.
Yeah.
And that's another thing why, you know, a lot of good insurance companies are struggling right now because you can easily, like these insurance companies could grow however much they wanted to if they got a little bit more lenient on the underwriting, but you'll eventually pay for that.
Like if they could easily grow 11%, but if they're taking on policies that are not going to be profitable, like that'll hammer you down the line eventually.
Yeah.
Yeah, it's one of the worst run class one railways.
That's not to say it's badly run, but the other ones are generally more efficient.
It hasn't done very good.
Not bad, but just not as good as others.
Yeah, I didn't know they had that large of exposure.
Showing 501–520 of 601 · page 26 of 31
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