Hagerty, Inc. (HGTY): A Bull Case Theory 

We came across a bullish thesis on Hagerty, Inc. on The Catholic Capitalist’s Substack by Logan Shearer. In this article, we will summarize the bulls’ thesis on HGTY. Hagerty, Inc.'s share was trading at $12.29 as of September 23rd. HGTY’s trailing and forward P/E were 61.45 and 27.32 respectively according to Yahoo Finance.

Hagerty represents a compelling investment in the classic-car insurance and enthusiast ecosystem, benefiting from a combination of high-growth revenues, expanding margins, and an aligned management team deeply embedded in the business. The company dominates...