6 Comments
May 14Liked by Oscar 100%

Fully onboard with you here. Check out ACIC as well, more focused on florida but has also significant inside ownership and earningsgrowth due to repair of the balance sheet (this is a goodco which came outof bankruptcy).

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I know about ACIC, but not very comfortable with so much risk focused on Florida hurricanes, but I know its a good pick from John Cukierwar, I even owned it for some time:

https://twitter.com/oscar100_x/status/1763339776130683057

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Thanks for the additional information, Oscar.

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Hola, ¿Has visto los SBC? ¿No equivalen a gran parte de las recompras?

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FY2023:

Stock Based Comp: 3.25m

Repurchase of common stock: 31.09m

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OK,

FY2022 was disappointing:

Stock Based Comp: 2.3m

Repurchase of common stock: 2.4m

But 2024 looks as great as 2023.

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