Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
Unthreaded | Threaded | Whole Thread (2) |
Post New
Author: rnam ✧  😊 😞
Number: of 15062 
Subject: Inflation Winner AJ Gallagher
Date: 06/09/2023 2:42 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
Automakers, airlines and hotels, for instance, have all mastered the inflation game, finding little resistance from customers for rapid-fire price hikes that bolstered their profit margins.

But few have done quite as well as the insurance broker industry.
Gallagher, for instance, has quietly grown into a $44 billion company. 'We're one of the world's best kept secrets,' Gallagher Jr. said in a Bloomberg Radio interview over the winter. And the stocks of the firm's larger rivals, Marsh & McLennan Companies Inc. and Aon Plc., are up 50% and 48%, respectively, since the start of 2021. Unlike the insurers themselves, the brokers carry none of the underwriting risks associated with higher costs.

https://www.bloomberg.com/news/articles/2023-06-09...
Print the post


Author: dealraker ✶  😊 😞
Number: of 15062 
Subject: Re: Inflation Winner AJ Gallagher
Date: 06/09/2023 3:30 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
Do believe there's been a guy who has been bringing up AJG for over 25 years on the Berkshire forums. Pretty sure the effort has gotten little response. Ha!
Print the post


Post New
Unthreaded | Threaded | Whole Thread (2) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds