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buylowersellhigh

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  1. Greg, what are thinking of MSGE's fair value these days? Been patiently following your lead...:)
  2. Do you expect Holcim to acquire the whole company? What's the upside you see?
  3. How are you thinking about CPNG options, especially with VIX so low? So buying options, I presume, rather than selling.
  4. Any news on the brokers? Noticed they were all down (AJG, BRO, RYAN). Also the insurance companies.
  5. I would be curious to hear the percentages you finally go with. I am in a similar boat with my sister, to help her.
  6. What is the rationale for Well's 50% upside on AJG? Are you able to share report?
  7. How do you view AJG vs BRO? I think you own both. Just a percent allocation decision or more company specific?
  8. None of these look optically cheap; Assume you are not thinking of multiple compression here. They just have long runways for growth, I assume.
  9. But isn't BRO at a cheaper valuation with more of a focus on middle market, which is a better spot to be at?
  10. In press release it mentions he was President of Retail.
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