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: weatherman   😊 😞
Number: of 1023 
Subject: Re: BRO & AJG
Date: 01/04/26 4:49 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
nothing new to add for BRO, except simplistically :

- when BRO steadily makes small acqs and the sharprice only goes up, the market considers them "compounding royalty".

- when BRO attempts to move the (business) needle via its largest acq based on past experience\success, and the relatively soft insurance market is abandoned for speculative memes, BRO is seen as an obsolete growth trap.

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