Post #15877 by rivervalley on the Berkshire Hathaway board

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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤

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Hi Dealraker -

Since you've written about these names a number of times in the past, and are a long-time holder, I would love to hear your thoughts on macro or micro issues affectig AJG and BRO.
Both have experienced signfiicant pullbacks over the past few months - above and beyond what has been typical for them.
Anything that you are concerned about from a fundamental perspective? Both have been granted high multiples by the market, until just recently - but even after some pullback the forward PE shows as 25...

thanks

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