AmTrust Financial Services, Inc. (AFSI) is a fast growing specialty property and casualty insurer focused on generating consistent underwriting profits.

Earnings and revenue beat estimates. Share repurchase to offset employee options.

Seth Klarman reported on the 8th April than Baupost Group / SAK Corporation have upped their stake in Facet Biotech to 17.80%. Klarman then amended the filing on 27 April with The Reporting Persons intend to discuss with the management and board of directors of the Issuer potential changes to the composition of the board of Issuer, as well as aspects of its business, operations, governance, strategy, capitalization, ownership and future plans of the Issuer.

and get the company for free. 
Montpelier Re Holdings Ltd. (MRH) last night reported Q1 operating income of $47 million, or $0.54 per share, and a fully converted book value per share of $16.37. MRH last traded at $12.51, hence the $1 for $0.76. MRH has traded below book value for most of the last six months, in hindsight the couple forrays above book value were excellent time to sell.

I read this comment on a forum this morning:
anyone selling and if so why? if it hits my original price from a few years ago i’d be tempted. $1.82
This is a classic example of anchoring, which is one of the most wealth destructive behavioral problems in investing. The market does not care what you paid and nor should you. Though the poster is not alone and that is why price support and resistance is real and meaningful.
I guess I better join the mass hysteria and go buy an anti-viral mask …

An explorer’s survival guide to the money jungle by Marcus Padley
■ Remember the golden rule: If it’s any good, you wouldn’t be offered it. If you get offered it, you don’t want it.
■ If you don’t understand it, don’t buy it. Complexity is camouflage.

Biota Holdings Limited (ASX:BTA) today announced that it had received notification from GlaxoSmithKline (GSK) that Relenza sales were $462 million and indicative royalties were $32.3 million, for the three months ended 31 March 2009.

Key dates for the conversion of TREES2 and TREES3, GTPGA and GTPGB, into GTP.AX ordinary shares.

Akamai, the web content delivery gorilla, will report Q1 2009 29-Apr-09 AMC. It’s time for a quick preview and analysis.

We have a very small position in Moody’s Corp. (MCO), 0.8% of our US portfolio. In my continuing efforts to trim our portfolio and return to our concentrated way all small positions are under the microscope. A less than one percent position is a waste of my time. So it’s either put up or shut up, or in this case, buy more or sell.