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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (78140)10/5/2025 6:54:00 PM
From: Spekulatius   of 78471
 
Re ORI- I sold my shares in my tax deferred accounts but I still hold a chunk in taxable accounts. ORI has exceed my expectations by far, The Capital Fetus have been fabulous with $5.5 in special dividends alone in addition to the nice regular dividends. They benefited from the hard insurance cycle despite their title business not doing that well since 2022.

It’s hard to find bargains within insurers nowadays but I did buy a little TSU (Trisura) when it dipped earlier this year Lately, I have been adding a chunk of BRO (insurance brokerage) which simply is one of the best business I ever came along. It ignored extremely cheap trading at around 20x earnings but cash earnings are equal to adjusted earnings because the business need virtually no Capex and this means they plunge all the FCF into more acquisitions , which so far has worked out very very well them. the last acquisition was their largest and they had to offer some equity to finance it, which affected the stock price. I think BRO is a superb LT investment here.
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