
Investing in businesses that can grow and scale profitably at >15% CAGR
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 14 | Founded | 4 years ago | Last Issue | 2 years ago |
| Active | |||||

Ticker: KNSL 0.00%↑
Market Cap: $11.7 billion
Price: $505.03 (16 Feb 2024)
How did Kinsale do in FY2023?
Kinsale posted great Q4 results yesterday, beating expectations on both revenue and earnings. Shares traded +16%, a huge dai...
In this piece, I attempt to examine in more detail whether my initial 20% growth estimates are reasonable, which is in line with the longer-term guidance of 15-20% provided by Michael Kehoe (CEO).
At the end of this article, I will also s...
Ticker:
Market Cap: $7.75 billion
Price: $334.52 (28 Dec 2023)
Merry Christmas and Happy New Year to my readers. Wishing everyone a cozy time with your loved ones. If you’re wondering why I’m writing over the holidays, my partner...
I am still holding on to my position, and will add more on dips.
has been hovering between $4-$7 range for the most of 2023 despite delivering on its guidance in this tough interest rate environment. It has shown no signs of slowing down a...
Ticker:
Market Cap: $591 million
Price: $4.65 (12 Jul 2023)
Summary
Company that produces long-duration Zinc battery storage systems
Capture the 3-12H discharge space, an alternative to the pre-dominant lithium and lead-ac...
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The writers behind this newsletter.
Investing in businesses that can grow and scale profitably @ >15% CAGR
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