Chubb: Quiet Compounder Trading Below Intrinsic Value

Group 1 - The coverage of Chubb (NYSE: CB) was initiated in October last year, with a hold thesis due to its seemingly unattractive valuation [1] - The article titled "Chubb's 20-Year Outperformance Continues As Market Winds Change" highlights the company's consistent performance over two decades despite market fluctuations [1] Group 2 - The author identifies as a contrarian risk-averse investor, focusing on low-risk passive income and aiming for approximately 12% average annual returns [2] - The investment strategy emphasizes consistency over volatility, with a preference for companies that generate cash in developed industries [2]