The Gemini Report - Investment Deep Dives

Publicly Listed Insurance Brokers: An Investment Analysis


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Slide Deck Executive Summary The publicly listed insurance brokerage sector represents a compelling study in resilience and strategic evolution. Characterized by an oligopolistic structure, high free cash flow conversion, and a capital-light business model, the industry’s value drivers are shifting. While historically powered by a relentless “roll-up” acquisition strategy, future outperformance will increasingly depend on […]
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The Gemini Report - Investment Deep DivesBy Lukasz Tomicki and LRT Capital Management LLC