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buylowersellhigh

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Everything posted by buylowersellhigh

  1. buylowersellhigh
    Greg, what are thinking of MSGE's fair value these days? Been patiently following your lead...:)
  2. buylowersellhigh
    Do you expect Holcim to acquire the whole company? What's the upside you see?
  3. buylowersellhigh
  4. buylowersellhigh
    How are you thinking about CPNG options, especially with VIX so low? So buying options, I presume, rather than selling.
  5. buylowersellhigh
    Any news on the brokers? Noticed they were all down (AJG, BRO, RYAN). Also the insurance companies.
  6. buylowersellhigh
    I would be curious to hear the percentages you finally go with. I am in a similar boat with my sister, to help her.
  7. buylowersellhigh
    What is the rationale for Well's 50% upside on AJG? Are you able to share report?
  8. buylowersellhigh
    How do you view AJG vs BRO? I think you own both. Just a percent allocation decision or more company specific?
  9. buylowersellhigh
    AMRZ and CNSWF
  10. buylowersellhigh
    None of these look optically cheap; Assume you are not thinking of multiple compression here. They just have long runways for growth, I assume.
  11. buylowersellhigh
    But isn't BRO at a cheaper valuation with more of a focus on middle market, which is a better spot to be at?
  12. buylowersellhigh
    The same
  13. buylowersellhigh
    BRO earnings?
  14. buylowersellhigh
    In press release it mentions he was President of Retail.
  15. buylowersellhigh
    Starter in AMRZ
  16. buylowersellhigh
    Thanks. This is helpful. So could be dilution from this in the future. I guess what will cause LP holders to redeem? Or maybe there is a timeframe for this? Thanks.
  17. buylowersellhigh
    Spek, Do you know tax implications of this LP/Tax Receivable structure? Does it make sense in a US tax deferred account?
  18. buylowersellhigh
    been thinking about the exchanges as well, like CME. With volatility down, might be a good time to pick them up. Any reason for LSEG?
  19. buylowersellhigh
    Enjoyed this. Thanks for the rec.
  20. buylowersellhigh
    Why now? The stock hasn’t done much since 2019. What has changed to think it will be better?
  21. buylowersellhigh
    Why are these royalty plays down so much recently? Just got overheated?
  22. buylowersellhigh
    any reason you started a position in Chubb? Doesn't seem like the upside of your usual choices....
  23. buylowersellhigh
    Based on the call, they said the organic was a mix of 50% soft pricing and 50% writing new business.
  24. buylowersellhigh
    Somewhat surprised by market reaction to earnings report.
  25. buylowersellhigh
    Sold WINA
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