US · 3 entries · 3 publications
Kinsale
No entry states a stance.
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Sign up freeSubstack · Slow Compounding · Alexander | Slow Compounding
Slower premium growth, record earnings, and a closer look at the drivers behind Kinsale’s exceptional RoE.
Since publication +2.6% α +1.6 pp vs S&P 500 · USD
Substack · Moats & Margins
A 76% combined ratio. A founder-CEO with 17 years at the helm. A 30% CAGR since its 2016 IPO. Kinsale Capital looks like one of the best-run insurers in America, trading at half its old valuation.
Since publication +25.4% α +22.6 pp vs S&P 500 · USD
Substack · Waver Research · Waver
American Express and Kinsale Capital both reported Q1 2026 earnings last week. Neither needed to shout. Here's what the numbers actually say.
Since publication KNSL +18.7% α +12.5 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.