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Investment Strategies / Falling Knives
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Author: hedgehog444   😊 😞
Number: of 1023 
Subject: AJG?
Date: 01/27/26 11:54 AM
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No. of Recommendations: 6
Down ~5% on nothing official. Next report due Thursday 1/29 after the close. Was proposed as worth owning below $260 and is now ~$240. BRO reported less than stellar results which may be the primary reason for the drop. Anyone else following this?

Rgds,
HH/Sean
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Author: weatherman   😊 😞
Number: of 1023 
Subject: Re: AJG?
Date: 01/27/26 1:34 PM
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No. of Recommendations: 3
considering another bro add, despite big pref for companies earning in non-usd.

q4 results mixed, well within noise relative to success\failure of largest ever acq.
if fails, will defy very high baserate. verdict ~3yrs away.
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Author: rnam ✧  😊 😞
Number: of 1023 
Subject: Re: AJG?
Date: 02/09/26 3:46 PM
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No. of Recommendations: 3
All insurance brokers, AJG, AON WTW, MRSH down sharply between 8-11%.

Most trading near 52 week lows.

Usually this group is steady and trading at high multiples compared to insurance underwriters themselves.

Couldn’t find a news article that might indicate a reason.
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Author: rnam ✧  😊 😞
Number: of 1023 
Subject: Re: AJG?
Date: 02/09/26 11:56 PM
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No. of Recommendations: 4
US insurance broker stocks were pummeled Monday as the launch of an artificial intelligence tool from privately held online insurance shopping platform Insurify sparked fears about the industry facing disruption.

“The insurance broker stocks are getting hammered,” Bloomberg Intelligence’s insurance analyst Matthew Palazola said, noting “there could be concerns about the new Insurify tool and Anthropic’s new AI tools.”

Insurify’s app uses ChatGPT to compare auto insurance rates using details about the vehicle, the client’s credit history, driving record and other inputs.


https://www.bloomberg.com/news/articles/2026-02-09...
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