buylowersellhigh

So good and fun to watch. One of the few games that I watched most of and glad I did. That second goal by Cape Verde was one of the best ones I have ever seen.

Greg, what are thinking of MSGE's fair value these days? Been patiently following your lead...:)

Do you expect Holcim to acquire the whole company? What's the upside you see?

How are you thinking about CPNG options, especially with VIX so low? So buying options, I presume, rather than selling.

Any news on the brokers? Noticed they were all down (AJG, BRO, RYAN). Also the insurance companies.

I would be curious to hear the percentages you finally go with. I am in a similar boat with my sister, to help her.

What is the rationale for Well's 50% upside on AJG? Are you able to share report?

How do you view AJG vs BRO? I think you own both. Just a percent allocation decision or more company specific?

AMRZ and CNSWF

None of these look optically cheap; Assume you are not thinking of multiple compression here. They just have long runways for growth, I assume.

But isn't BRO at a cheaper valuation with more of a focus on middle market, which is a better spot to be at?

The same

BRO earnings?

In press release it mentions he was President of Retail.