Kinsale Capital Group, Inc. (KNSL): A Bull Case Theory

We came across a bullish thesis on Kinsale Capital Group, Inc. on Archive Invest’s Substack by Felix. In this article, we will summarize the bulls’ thesis on KNSL. Kinsale Capital Group, Inc.'s share was trading at $455.40 as of September 5^th. KNSL’s trailing and forward P/E were 23.77 and 21.79 respectively according to Yahoo Finance.

Kinsale Capital (KNSL) has established itself as a high-growth, capital-light insurance business with strong financial fundamentals and efficient capital allocation. The company’s total revenues have compounded at a 36% CAGR since 2020, while...