He is a very knowledgable guy, and has given some very good information on various facets of the insurance and re-insurance businesses, and a window into the operations of the Lloyds syndicate.
Know thine enemy.
Just reading his posts, and researching his points will make you a better insurance investor. Personally, I have learned to avoid insurance stocks. It's like arguing with God and Mother Nature. You aren't going to win with mathematicians, and it might be better to look for Magicians.