Aon Corporation
AON
position
long
Steven Romick
Thesis
Aon is an insurance brokerage firm with about 65% of its revenue coming from outside the US. The company is expected to benefit from increased premiums in an inflationary environment, and even without inflation, the stock should perform well if pricing stabilizes. Aon's strong management and balance sheet further support its potential for growth.
Did it work?
worked
confidence: high
The stock price has increased by 812.2%, which significantly exceeds typical market returns and aligns with the long thesis that Aon would benefit from increased premiums and stable pricing. The strong management and balance sheet mentioned in the thesis likely contributed to this substantial growth, confirming the positive outlook.
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