Archive - Alexander Steinberg Investments

KKR's Long Game And How It Stacks Up Against Peers

Large, diversified alternative asset managers are expected to grow at around 20% annually for many years - possibly decades—without visible, serious…

Jun 15 •

Alexander Steinberg

Can Apollo Become a New Berkshire? A New Era of Insurance-Driven Investing.

In the race for relentless compounding

Jun 8 •

Alexander Steinberg

Brighthouse Financial: Trading Far Below Book with Private Capital Circling

Between Legacy Risks and Modern Growth, the Market Struggles to Price the Transition

Jun 2 •

Alexander Steinberg

May 2025

Across the Risk Spectrum: Progressive, Athene, UnitedHealth and More

Why I Keep Coming Back to Insurers—and What They're Telling Us Now

May 26 •

Alexander Steinberg

Selling UnitedHealth Now? I’d Rather Add

Margins dipped, not market share. With managed care indispensable, UNH’s earnings power remains largely unimpaired.

May 18 •

Alexander Steinberg

Western Midstream’s 10% Yield is Tempting — The Real Story is What Comes Next

Behind the Payout: Risks, Corporate Maneuvers, and Tax Traps

May 13 •

Alexander Steinberg

Thesis Intact: Why I'm Still Bullish on F&G

An event-driven trading opportunity

May 9 •

Alexander Steinberg

Focused Tickers 2

Updates and comments on Fairfax, Apollo, Berkshire Hathaway, Enterprise Products, Alimentation Couche-Tard

May 7 •

Alexander Steinberg

April 2025

An Immediate Opportunity in the Insurance Segment. Update 2

I normally ignore short-term investments but this one seems too promising...

Apr 30 •

Alexander Steinberg

Progressive Powers Ahead: Strong Growth and Profits in Q1

Strong pricing discipline and market share gains highlight another stellar quarter

Apr 28 •

Alexander Steinberg

Fairfax Again? Yes—And Here’s Why

What the market missed and why Fairfax may still be underestimated

Apr 21 •

Alexander Steinberg

Even After the Drop, Blackstone Still Isn’t a Bargain

Investors should think twice before interpreting the dip as a buying opportunity

Apr 15 •

Alexander Steinberg

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