SLDE: buyers step in earlySlide Insurance (SLDE) remains attractive due to steady revenue growth in the digital-insurance segment, rising customer volume, and expansion of partnership channels. Recent reports show improving margins, and the stock has already recovered from the sharp summer drop. The sector itself is defensive, which keeps capital flowing even during periods of volatility.
Technically, the price continues to hold the ascending channel, repeatedly confirming demand around 15-15.3. A breakout of the local trendline with confirmation formed the basis for a new upward structure. EMA 20/50 act as dynamic support, and the pullback into the 0.618 Fibonacci level matches the accumulation zone. A breakout above 16.8-17.0 would confirm the next bullish leg toward the first target at 19.8. The second target sits near 22.3 where major supply is located.
Trading plan: long entries remain valid while price holds above the 15-16 support area and reclaims 16.8. Wave structure supports the beginning of a new bullish impulse. As long as the channel remains intact, buyers keep the advantage.
Insurence
AON: Quiet Compounder Preparing Its Next Move!?ROE: 46.3% — top-tier profitability backed by real cash flow.
Net Margin: 16.9% — significantly above industry average.
Free Cash Flow: $2.8B+ annually — strong ability to cover dividends, buybacks, and debt obligations.
Dividend Growth: 11 consecutive years — low payout ratio (~25%), very sustainable.
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🏢 Company Snapshot:
Market Cap: ~$72.5 billion
Employees: ~50,000
Founded: 1982
Headquarters: London, United Kingdom
🌎 What Aon Does:
Aon plc is a global leader in risk management, insurance brokerage, and human capital solutions, helping organizations safeguard their assets, people, and long-term value in an increasingly complex world.
🛡️ Risk-Focused Excellence:
Through cutting-edge data analytics, consulting services, and integrated solutions, Aon supports businesses across commercial risk, reinsurance, health, and retirement sectors.
📚 Fun Facts:
The name "Aon" comes from the Gaelic word for "oneness", reflecting its mission to deliver unified solutions to clients.
Aon was a key broker for insuring the World Trade Center and played a critical role in redefining corporate risk coverage post-9/11.
The company was portrayed in the movie The Big Short as one of the key firms advising institutions during the financial crisis.
🔹 Key Strengths:
ROE: 46.3% — top-tier profitability backed by real cash flow.
Net Margin: 16.9% — significantly above industry average.
Free Cash Flow: $2.8B+ annually — strong ability to cover dividends, buybacks, and debt obligations.
Dividend Growth: 11 consecutive years — low payout ratio (~25%), very sustainable.
🔹 Concerns:
Debt-to-Equity: 2.58 — leverage higher than peer average; manageable but worth monitoring.
Valuation: P/E 26.5× — trading at a premium compared to Marsh & McLennan (MMC) and Willis Towers Watson (WTW).
📈 Current Technical Setup: Break&Retest
For nearly three years, the $320–$350 zone acted like a stone wall for AON, a major resistance barrier where every breakout attempt failed.
The price consistently struggled to break through... until late 2024, when a decisive breakout finally occurred, fueled by strong earnings momentum and resilient cash flow generation.
Now, AON has pulled back to retest this critical area — a former resistance that may transform into supercharged support.
This is a textbook example of Break & Retest behavior: price breaking a multi-year resistance, then returning to find liquidity and new buyers at the same key zone.
Fundamentally, AON continues to deliver high ROE (46%), strong margins (17%), and solid free cash flow, making it an attractive name for investors looking for stability and compound growth — exactly the kind of stock that buyers often defend during technical retests.
📋 Final Thoughts:
Aon is a quiet powerhouse in risk and advisory services, compounding cash flows year after year.
If you're looking for steady long-term growth, resilient profitability, and shareholder-aligned management, AON deserves a spot on your watchlist.
Patience matters though — at current prices, buying on weakness could offer better long-term returns.
Always do your own analysis and make sure it matches your risk profile.
If your view aligns with mine — you're basically ready to go. 😉
Cheers,
Vaido

