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


Investment Strategies / Falling Knives
Unthreaded | Threaded | Whole Thread (6) |
Author: mungofitch 🐝🐝 SILVER
SHREWD
  😊 😞

Number: of 1023 
Subject: Re: BRO & AJG
Date: 01/05/26 5:45 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 6
I've heard good things about AJG as a long term investment, but I don't know the firm well.

Why does the share count rise so much over the years? Typically over 5%/year in the last ~15 years. The usual interpretation is that management is too quick to "spend" equity, but is there an exception here? Continuous small acquisitions using equity, something defensible?

Looking at the last 13 figures for rolling-three-year share count growth, median share count growth figure is +5.7%/year, lowest +1.8%/year.

Jim
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (6) |


Announcements
Falling Knives FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of FK | Best Of | Favourites & Replies | All Boards | Followed Shrewds