I agree that Kinsale looks good. The valuation multiples are high, but factoring in growth they may look too cheap when looking back a decade from now. I have some interviews with the CEO in my write up if interested hearing directly from the founder: https://rockandturner.substack.com/p/kinsale-capital-riding-a-long-wave
I agree that Kinsale looks good. The valuation multiples are high, but factoring in growth they may look too cheap when looking back a decade from now. I have some interviews with the CEO in my write up if interested hearing directly from the founder: https://rockandturner.substack.com/p/kinsale-capital-riding-a-long-wave
Thanks for your message James. Great to hear you agree and thnx for sharing your write up. Will have a look at it!
Thanks for the interesting report. What do you think about the latest quarterly results with a combined ratio of 82.1%?