Investment update on Chubb Limited #2

Q1 2025 Earnings Call and updated valuation.

Dear readers, it looks like the market is finally getting some reprieve this week. For now, I don’t believe anything has fundamentally changed and so continue to act assuming increased volatility ahead. While this doesn’t necessarily benefit our long term buy and hold portfolio here, this presents a very unique opportunity for option trading. For those interested, please take a look at our Options Decoded post which we previously published.

For paid subscribers, you can also take advantage of live updates on options trades that I am personally making in our chat.

Alright, for this week, Chubbs put out their Q1 2025 earnings report. They are the first of the companies within the Swan Select Portfolio to report earnings this quarter and provide some good insight into the overall macro environment’s potential impact. Let’s take a closer look.