Techquity
Technology Investor, Fundamental Research
Kinsale Capital trades at 15.8x forward earnings after a roughly 38% drawdown. x.com
Kinsale Capital's margin beat may mark the bottom for beaten-up insurance stocks. Although its underwriting has historically not been best in class, it knocked margins out of the park this quarter despite gross written premiums falling 5% year over year, leaving sell-side analysts and shorts in shambles. x.com