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 (4) |
Post New
Author: rivervalley   😊 😞
Number: of 1072 
Subject: AJG and BRO
Date: 10/16/25 1:35 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
Pretty steep selloffs on these looking at historical charts.
Print the post


Author: rnam ✧🐝  😊 😞
Number: of 1072 
Subject: Re: AJG and BRO
Date: 10/16/25 2:22 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 4
In reaction to earnings release from Marsh, which is down around 8%. A cursory reading of their earnings call transcript didn’t reveal anything alarming.

https://seekingalpha.com/news/4504911-marsh-outlin...

Many regional banks are being hammered due to fraud related losses. This on top of Dimon’s cockroach comment regarding private sector credit. All this is adding to the fear of failure of another financial entity.
Print the post


Author: rnam ✧🐝  😊 😞
Number: of 1072 
Subject: Re: AJG and BRO
Date: 10/16/25 3:41 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
Insurance broker Marsh McLennan (MMC.N), opens new tab reported a rise in third-quarter adjusted profit on Thursday, but flat operating margins and slowing growth in its risk and insurance business weighed on its shares, which fell about 8% in afternoon trading.

The slowdown was linked to further rate softening, an uneven economy and macro uncertainty weighing on demand from large clients - headwinds that could also weigh on the company's growth going into 2026, William Blair analysts said.

https://www.reuters.com/legal/litigation/marsh-mcl...
Print the post


Author: weatherman 🐝  😊 😞
Number: of 1072 
Subject: Re: AJG and BRO
Date: 10/16/25 3:55 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
increased my bro position today by ~50%. base rates greatly favor their latest\largest acq to fall within their ~99% success history.
its a new thing for me, switching from only individual value names and formerly relying only on fund managers for GARP.

dimon is certainly an opportunistic cockroach.
fortunately, dimon has left jpm macro m.cembalest mostly uncensored. possibly too many big words and complexities for the MAGA crowd.
Print the post


Post New
Unthreaded | Threaded | Whole Thread (4) |


Announcements
Falling Knives FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of FK | Best Of | Favourites & Replies | All Boards | Followed Shrewds