David FingoldVerisk AnalyticsVRSK COMMENTAug 31, 2020

Their stock buyback as their stock price is high He has owned this before. It's doing well recently and he watches it. They supply information to the insurance industry in order to price insurance and manage the claims process. Clients have little choice but to use VRSK's services; can't do it themselves. There's some upside in the oil industry--VRSK provides information on oil and gas reservoirs, so this segment could benefit from a cyclical upside in the wider market. They are in a cash-generating business. Their buybacks have never been excessive. He doesn't own it, because there are better ideas out there with better upside in an improving economy now.