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Kinsale FY23 Results
Great execution, and strong outlook for FY24
Feb 17
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Hong Yu
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Kinsale FY23 Results
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January 2024
Durability of Kinsale’s growth
Can it grow at >20% over the next 3-5 years?
Jan 19
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Hong Yu
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Durability of Kinsale’s growth
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December 2023
Kinsale Group ($KNSL)
A valuation reset on a Niche Market Leader in the E&S Market
Dec 28, 2023
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Hong Yu
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Kinsale Group ($KNSL)
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Q323 Update on Altus Power ($AMPS)
I am still holding on to my position, and will add more on dips. has been hovering between $4-$7 range for the most of 2023 despite delivering on its…
Dec 19, 2023
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Hong Yu
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Q323 Update on Altus Power ($AMPS)
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January 2023
Part 2: Altus Power ($AMPS)
A pure-play clean electrification producer with a massive pipeline of untapped commercial & industrial tenants (Blackstone and CBRE)
Jan 17, 2023
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Hong Yu
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Part 2: Altus Power ($AMPS)
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Part 1: Altus Power ($AMPS)
A pure-play clean electrification producer with a massive pipeline of untapped commercial & industrial tenants (Blackstone and CBRE)
Jan 16, 2023
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Hong Yu
3
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Part 1: Altus Power ($AMPS)
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November 2022
Market timing?
Exercept from an interview with Peter Lynch in 1996 about market timing
Nov 28, 2022
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Hong Yu
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Market timing?
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The Acquirer's Multiple - Tobias E Carlisle
This was an interesting read that made me think from the point of view of a business owner and not a stock investor that relied on historical multiples…
Nov 27, 2022
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Hong Yu
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The Acquirer's Multiple - Tobias E Carlisle
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Other Noteworthy points from 100 Baggers
100 bagger sizing They tend to be below $1b market cap - so when choosing your 20 assets to hold, don’t but assets >$5b market cap as a rule of thumb…
Nov 7, 2022
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Hong Yu
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Other Noteworthy points from 100 Baggers
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August 2022
100 Bagger Stocks - Christopher Mayer
3 Key Takeaways Twin Engine Theory: The most powerful stocks tended to be extended periods of growing earnings accompanied by expansion of P/E ratio…
Aug 22, 2022
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Hong Yu
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100 Bagger Stocks - Christopher Mayer
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Starting the snowball.....
This substack is a commitment to buying right, and holding right. “Finding companies that can grow and scale profitably at a CAGR >15%, buy them, and…
Aug 22, 2022
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Hong Yu
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Starting the snowball.....
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