Tag: recession proof

Why I’m Long Gjensidige – The Norwegian Insurer

Gjensidige, for non-native speakers an unpronounceable name, is a quality Norwegian insurer. I’ve been long since the IPO in 2010, and below I briefly bring forward some arguments why I still own the stock (and why intend keeping it). Historical performance – boring  is good: Gjensidige has delivered significant alpha since the IPO in late 2010: CAGR of 18%. What

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