Aon Corporation
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?
The long thesis on Aon was decisively validated by a +800.7% price appreciation since the pitch, an exceptional return squarely in the direction of the call. While the specific catalysts (inflation-driven premium growth, pricing stabilization) cannot be independently verified, a gain of this magnitude confirms the thesis's core claim that the stock should perform well regardless of the inflation path. Given no stated horizon and a return this large, the outcome is clear irrespective of elapsed time.