Arch Capital Group (ACGL): A Bull Case Theory

We came across a bullish thesis on Arch Capital Group on WorldlyInvest's Substack. As of 2ⁿᵈ July, Arch Capital Group's share was trading at $88.38. ACGL's trailing and forward P/E were 9.06 and 9.78 respectively according to Yahoo Finance.

[caption id="attachment_1228323" align="aligncenter" width="768"] An insurance agent at their desk consulting a customer about property & casualty insurance.[/caption]

The thesis on Arch Capital Group (ACGL) is built around the company's strong positioning in a persistently hard P&C insurance market. The current hard cycle, driven by elevated...