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Buy & Forget

Hong Yu

Investing in businesses that can grow and scale profitably at >15% CAGR

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Issues14Founded4 years agoLast Issue2 years ago
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Latest Issues

Kinsale FY23 Results

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...

2 years ago
6

Durability of Kinsale’s growth

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...

3 years ago
10
7

Kinsale Group ($KNSL)

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...

3 years ago
20
5

Q323 Update on Altus Power ($AMPS)

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...

3 years ago
5
1

Portfolio Holding #2 - Eos Energy Enterprises ($EOSE)

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...

3 years ago

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  • Hong Yu

    Investing in businesses that can grow and scale profitably @ >15% CAGR

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