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What L&G’s H1 Results Say About Its Dividend Power and Growth Upside
Understanding Legal & General (LGEN in London, LGGNY, and LGGNF) is not a trivial matter.
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Alexander Steinberg
Buying Fairfax Now: Smart Move or Late to the Party?
Investors are quite happy with Fairfax Financial's (FFH in Canada, FRFHF in the US) run.
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Alexander Steinberg
4
Postscript: The Digital Thread in Blue Owl’s Growth Story
This is a brief comment on my just-published analytical “Blue Owl’s Q2: Almost Too Good to Improve Upon,” prompted by one of my readers.
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Alexander Steinberg
5
Blue Owl’s Q2: Almost Too Good to Improve Upon
Alexander Steinberg Investments is a reader-supported publication.
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Alexander Steinberg
2

July 2025

Blackstone’s Strong Quarter: Implications for other Alt Managers and Legal & General
Blackstone (BX) is by far the largest and most diversified alternative asset manager.
 • 
Alexander Steinberg
9
Apollo Deepens Its Reach: Inside the Athora-PIC Acquisition
On July 3, Athora Holdings and Pension Insurance Corporation (PIC)
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Alexander Steinberg
Progressive Revisited
Alexander Steinberg Investments is a reader-supported publication.
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Alexander Steinberg
The Market Finally Blinked on Progressive. Should You Buy?
Alexander Steinberg Investments is a reader-supported publication.
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Alexander Steinberg
3
Oscar Health Revisited
A case study in optimism, realism, disruption, and doubt
 • 
Alexander Steinberg
2
Oscar Health: A Glimmer of Light in the Dark Kingdom?
Alexander Steinberg Investments is a reader-supported publication.
 • 
Alexander Steinberg
7

June 2025

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