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Tagged analyses

depth score: 0

TRVDisciplined P&C underwriter trading near base case IV with modest margin of safety.

Hold · 2026-05-04

CBBest-in-class P&C underwriter, fairly priced — own it on a cat-cycle dip.

Hold · 2026-05-03

IBKRLowest-cost global broker compounding accounts; price below conservative IV.

Buy · 2026-05-04

BRK-BBerkshire is a fortress compounder whose price now nearly matches its conservative intrinsic value.

Hold · 2026-05-03

AIGAIG is a turnaround P&C insurer; pay book value, not a premium.

Hold · 2026-05-03

ALLAllstate at 0.75x base IV: cyclically depressed P&C runner-up trading like a melting ice cube while it re-prices a $50B+ book — Buy with medium conviction.

Buy · 2026-05-03

GLCheap, durable life insurer with a real but knowable agency-conduct overhang.

Hold · 2026-05-04

PRUCheap optically, but a commodity life insurer with no demonstrated compounding power.

Too Hard · 2026-05-04

PGRProgressive is a low-cost auto insurance machine trading at half intrinsic value.

Buy · 2026-05-04

HIGA disciplined mid-tier P&C underwriter selling near book — fair, not a steal.

Hold · 2026-05-04

RJFA durable advisor-led wealth manager trading at a meaningful discount to intrinsic value.

Buy · 2026-05-04

MKLA disciplined Berkshire-mini trading near book — a buyable, knowable compounder.

Buy · 2026-05-03

APOA two-engine compounder priced at a third of base intrinsic value.

Hold · 2026-05-05

AFLAflac is a cheap Japanese cancer-policy machine masquerading as a US insurer.

Buy · 2026-05-03

CINFA culture-rich super-regional with priced-in book value and outsized equity portfolio leverage.

Buy · 2026-05-03

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