Q: Noticing negative momentum in these names. Is it time to move on? Thank you!
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Aon plc Class A (Ireland) (AON)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Uber Technologies Inc. (UBER)
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Palantir Technologies Inc. (PLTR)
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Airbnb Inc. (ABNB)
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Duolingo Inc. (DUOL)
Q: In regards to some of the companies that have gotten whacked after releasing their numbers (like Uber, Shopify, Hammand ect), what are a couple names that you think look the most likely to dust themselves off and move higher from here? Thanks
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Aon plc Class A (Ireland) (AON)
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Chubb Limited (CB)
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Marsh & McLennan Companies Inc. (MMC)
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Arthur J. Gallagher & Co. (AJG)
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Brown & Brown Inc. (BRO)
Q: Hi 5i,
I’ve listened to several interviews with PMs who are pitching the case for insurance brokerage stocks for low capital needs and a built in inflation hedge.
Can I ask you opinion on Brown & Brown? Are there other names that you prefer in the space?
Thank you!
I’ve listened to several interviews with PMs who are pitching the case for insurance brokerage stocks for low capital needs and a built in inflation hedge.
Can I ask you opinion on Brown & Brown? Are there other names that you prefer in the space?
Thank you!