Buy & Forget

Kinsale FY23 Results

Great execution, and strong outlook for FY24

Feb 17, 2024 • Hong Yu

6

January 2024

Durability of Kinsale’s growth

Can it grow at >20% over the next 3-5 years?

Jan 19, 2024 • Hong Yu

10

7

December 2023

Kinsale Group ($KNSL)

A valuation reset on a Niche Market Leader in the E&S Market

Dec 28, 2023 • Hong Yu

20

5

Q323 Update on Altus Power ($AMPS)

I am still holding on to my position, and will add more on dips.

Dec 19, 2023 • Hong Yu

5

1

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 • Hong Yu

2

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 • Hong Yu

3

November 2022

Market timing?

Exercept from an interview with Peter Lynch in 1996 about market timing

Nov 28, 2022 • Hong Yu

2

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 • Hong Yu

5

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 • Hong Yu

4

August 2022

100 Bagger Stocks - Christopher Mayer

3 Key Takeaways

Aug 22, 2022 • Hong Yu

5

Starting the snowball.....

This substack is a commitment to buying right, and holding right.

Aug 22, 2022 • Hong Yu

4