Clearly a sign they are running behind the facts instead of in front
We were looking at DLG purely from a trading perspective, wouldn't want to be a LT shareholder. If you believe Retail insurance, and Motor in particular can recover, Admiral is your bet
Thank you for your interest. Your "addition to (my) blog post" on Direct Line is something I have already specifically mentioned in said blogpost: https://twitter.com/LibrarianCap/status/1701182272433459512
Have a great week.
You're right ! I read 2022 instead of 2023 ...
Clearly a sign they are running behind the facts instead of in front
We were looking at DLG purely from a trading perspective, wouldn't want to be a LT shareholder. If you believe Retail insurance, and Motor in particular can recover, Admiral is your bet
Thank you. We have also published research on Admiral and are a shareholder.