Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q1 2022 call → NOWe need answer YES or NO. Need analyze transcript. Question: Does management describe that the company's way of doing things is now being adopted/copied/moved toward by others in market, validating company? Need find in transcript. Management comments: Rob Berkley discusses specialty, E&S, standard market. He says standard market has firm view appetite, if out of appetite they exit, if staying in appetite they are aggressive. He says "It's almost that they don't understand the inflationary environment." Not about copying. He mentions competitors same names. No mention of others adopting company's approach. He mentions social inflation, company was early, but not that others adopted. He says "I think we were on the earlier side compared to many of our peers some folks may have labeled us chicken a little, but nevertheless..." That is about being early on social inflation, but does he say others now following? No, he says "as of late, this concept of economic or financial inflation seems to be getting all the headlines." Not about imitation. He mentions new business relativity, retention, etc. No. Question asks specifically: Does management describe that the way this company does things is now being adopted by others? No such. There is mention of "everybody wants to be special" but that's not adoption. Management says competitors same names. No. Answer NO.
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| AES | The AES Corporation | Q1 2024 | 2024-05-03 | C+ |
| GGR | Gogoro Inc. | Q1 2023 | 2023-05-11 | D |
| TGT | Target Corporation | Q4 2022 | 2023-02-28 | C |
| ORAN | Orange SA | Q2 2018 | 2018-07-26 | B |
| USFD | US Foods Holding Corp. | Q1 2018 | 2018-05-12 | C |
| SHOO | Steven Madden, Ltd. | Q1 2017 | 2017-04-21 | C |
AES · Q1 2024 → YESThe question is: Does management describe that the WAY THIS COMPANY DOES THINGS is NOW BEING ADOPTED, COPIED, OR MOVED TOWARD BY OTHERS IN ITS MARKET, so that the company's own way of doing things is ...
GGR · Q1 2023 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?
TGT · Q4 2022 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?