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    Alexey Gogolov

    Vice President and equity research analyst at JPMorgan Chase & Co.

    Alexey Gogolov is a Vice President and equity research analyst at JPMorgan Chase & Co., specializing in the European metals and mining sector with a particular focus on leading companies such as Rio Tinto, Glencore, BHP, and Anglo American. He has established a strong industry reputation for his detailed coverage and investment recommendations, achieving a top-quartile analyst ranking on platforms like TipRanks, with a historical success rate exceeding 70% and delivering notable positive returns for institutional clients. Gogolov began his analyst career in the early 2010s, previously holding roles at Sberbank CIB and Renaissance Capital before joining JPMorgan in 2021. He holds multiple securities licenses including Series 7 and Series 63, maintains active FINRA registration, and is recognized for his frequent contributions to sector reports and industry panels.

    Alexey Gogolov's questions to CCC Intelligent Solutions Holdings (CCCS) leadership

    Alexey Gogolov's questions to CCC Intelligent Solutions Holdings (CCCS) leadership • Q2 2025

    Question

    Speaking on behalf of Alexey Gogolov from JPMorgan, an analyst asked about the expected duration of the claims weakness cycle, what makes this cycle unique, and what macro indicators might signal an improvement.

    Answer

    CEO Githesh Ramamurthy stated his belief that the current weakness is cyclical, driven by a disconnect between accident frequency and the number of claims filed. He noted this cycle is unique due to the unprecedented 50% increase in insurance premiums since 2020, which has altered consumer behavior. Ramamurthy identified moderating repair costs and stabilizing premium increases as key indicators of a potential recovery, trends he noted are beginning to emerge.

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