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11/09/24 7:45AM
Updated thoughts pursuant to 10M share buyback announcement
Hi moneytr33, this is not a name I've looked at in depth in recent years but the magnitude of the this week's buyback announcement which represents over 20% of the outstanding led me to your... login to read the rest
Thanks for Q siri. We're not at a trough, except for EG's book multiple. Market conditions have been broadly favorable since 2020 and even better since 2023. Arch has one of the best management teams... login to read the rest
Thank you for this. You seem confident that we’re at a trough in the cycle. How do you square this with primary P&C market sharply hardening in the past 2-3yrs?
Are you sure you want to close this position Everest Group?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
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