Hi! Jeffries said Kinsale is one of the insurers most exposed to the LA fires. I assume they should be largely protected by re-insurance. Have you given some thought to this risk? Thanks
Great article! Thank you for writing it. I think you have a typo here "Time will time if $KNSL can be a 7x bagger in 10 years out." Did you mean to say "time will tell"?
Really great, you should charge for these at some point...
And, have you looked at Arch Capital Group?
Thanks Li Jiang - I have no intention of putting a paywall for now :) Just writing to build conviction of my holdings.
I haven’t but I will do a comps analysis on them soon, Arch Capital, Ryan Specialty, James river, RLI
Cool! Thanks for replying on Sunday night ha. Looking forward to more.
Hi! Jeffries said Kinsale is one of the insurers most exposed to the LA fires. I assume they should be largely protected by re-insurance. Have you given some thought to this risk? Thanks
It is really hard to value KNSL. The growth slowed down. Do you still believe they can grow more than 20-25% in 2024?
Great article! Thank you for writing it. I think you have a typo here "Time will time if $KNSL can be a 7x bagger in 10 years out." Did you mean to say "time will tell"?
Thanks, I have changed it! Made more edits when reading through a second time :)