Jul. 28 at 11:02 AM
$AIG
AIG offers exposure to an essential industry (everyone needs insurance) with a company that has proven it can survive existential crises. However, success will depend on management's ability to execute on technology transformation, maintain competitive positioning, and navigate an increasingly complex regulatory environment.
The investment case ultimately comes down to whether you believe AIG can successfully complete its transformation into a modern, efficient, technology-enabled insurance company while maintaining its global competitive advantages. It's not a slam dunk, but it's not a lost cause either – kind of like insurance itself, really. 🤷♂️
https://stratafinance.beehiiv.com/p/aig