Baldwin Insurance: AI Fears Are Exaggerated (Upgrade)

Shares of the Baldwin Insurance Group ( BWIN ) have been a poor performer over the past year, losing over 40% of their value. Margin pressure, elevated debts, and questions about M&A strategy have all weighed on the stock. More recently, the insurance brokerage sector has come underOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or hav ...