Buy & Forget
Hong YuInvesting in businesses that can grow and scale profitably at >15% CAGR
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 14 | Subscribers | Read | holyhongyu.substack.com |
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Kinsale FY23 Results
Ticker: KNSL 0.00%↑
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).
Kinsale Group ($KNSL)
Ticker:
Q323 Update on Altus Power ($AMPS)
I am still holding on to my position, and will add more on dips.
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Authors
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Investing in businesses that can grow and scale profitably @ >15% CAGR
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