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- Total posts
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- Total predictions
- 37
- Success rate
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- Avg score
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Valuation of Insurance Brokers
Hello, I am looking for research material for insurance brokerages(Aon, Browns, Gallgher, etc) I am insurance advisor & account manager myself and considering recent slump in industry valuation I want to find long thesis for individual plays in the sector, …
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Deep dive into Cerebras S-1
[A reading of the S-1\/A, with operational benchmarks against peers.](https://preview.redd.it/06ev2sf2fx0h1.png?width=1448&format=png&auto=webp&s=4acbff9f903a87c070de5ccc1498c0895b452e85) [Pressure-testing the Cerebras IPO](https://revelata.substack.com/p/pressure-testing-the-cerebras-ipo)
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