Why I’m Long Gjensidige – The Norwegian Insurer (Analysis)
Gjensidige, for non-native speakers an unpronounceable name, is a quality Norwegian insurer. I’ve been long since the IPO in 2010, and in this analysis of Gjensidige 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…