Sector
Everything our editor has picked under this sector, best first.
94 stories
Hey Drew I know you cover mainly big names which makes sense in terms of reach. I watch your videos even when I know I’m not going to buy the stock because the quality is that good. I think in terms of bigger names with potential value $SLM is very interesting and would be a good set up for you. $KNSL is another that also has a pretty good retail following. $FISV is the biggest size potential value I’ve found. Also a $FICO update with thoughts would be orgasmic
Lots of financials like insurance brokers, banks, retail brokerages getting smoked on Muse / agentic concerns / cash sweeps / wealth mgmt? $SCHW, $LPLA, $RJF all getting crushed along with all of insurance Looks like sell first, think later is back https://t.co/pvWN2aytg3
Berkshire Hathaway's Greg Abel has overseen a $10 billion Alphabet investment, $6.8 billion Taylor Morrison deal and resumed buybacks as…
Bohdan Kucheriavyi 2 clicks
Brookfield Corporation, down 20% YTD, manages $1.27 trillion across asset management, insurance and operating businesses as rates, debt and…
Berkshire Hathaway's $324.9 billion T-bill portfolio benefits from higher rates as Greg Abel succeeds Warren Buffett and BHE adds 11,000 MW…
Steven Fiorillo 
MOH · long Molina Healthcare is presented as a long investment in the widely disliked U.S. health-insurance industry.
Brookfield is recasting itself from an industrial owner into a $1.3 trillion asset manager and insurer, betting AI infrastructure can…
$JRVR ~4x multiple. Below adjusted book of circa $6.68 per share, activist, E&S is a good niche, mgmt rationalizing for economics. This one has messed up bad many times in the past and probably deservedly has a horrible reputation https://t.co/CD2VZ19KO0
I see this a lot in the investing business. For example, the young fiery aggressive fund managers of the 1990s, who called out dishonest bad management, are now behaving like the companies they used to vicisouly attack. Stuff like $GLRE or $HHH.
Jackson Financial administers $287 billion in retirement accounts while a report says its captive, hedge-loss installment plan and…
Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite…
Ethos relies on three carriers for 88% of revenue as TruStage payment failures triggered policy lapses and Family First Life publicly…
what's the future of lead gen comparison websites for insurance like $qnst which owns among other websites, https://t.co/DJYACtuB4d! i could not resist the question https://t.co/DhTidY6YkT
$BWIN Michael Dell’s family office nears deal to take $4.1 bn insurance broker private https://t.co/O3uyThVhud
Apollo Global Management’s five defining deals, from Executive Life to Intel, built a $1 trillion asset manager spanning insurance and…
TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…
$WDH earning look pretty good at first glance. Operating / GAAP profitable, 3 cent/ADS dividend, also initiating $50M ADS repurchase. https://t.co/J4UAmSQAot
Ryan Tunis discusses P&C insurers, favoring Travelers over Chubb in a soft commercial market and calling AIG a near-book-value self-help…
He's NOT going full Big Short here but @realsteveeisman walking a much closer line than in the past. "A demise of OpenAI could push the US into an immediate recession." He recommend low vol and P&C ETFs in that scenario. $LVHD $SPLV $KBWP https://t.co/mx8SxT9iRd
I wonder how much Karp is paying him. $AIG must be a massive account, and with Palantir trading at a quadzillion x rev, Zaffino must've created a ton of value for Karp. Zaffino stepping down as CEO of $AIG to be 'head of financial services', but I bet the pay is better?
Zaffino always seemed completely Palantir-pilled. Now we know why. Wonder if $AIG might get their expenses in order if new management (although handpicked by Zaffino...) take it easy with all their Palantir consultants https://t.co/bGgocKEd9v
They did the $GNW math… https://t.co/O8PuFZ6zfo https://t.co/vPm6hw8J7o
$FFH.TO finally overtaking $MKL on P/B (M2M value not included) "Fairfax currently has roughly $5 billion of excess fair value over carrying value in its associate and market-traded consolidated holdings—about $250 per share pre-tax." - @VikingVan100 https://t.co/fjSNi41Xaj
@HoocheeEnjoyer $HRTG hits 30s and you hit the bars immediately??? At 4pm?
