Mariya Messerli
Indepent investor, mother and cheerful thinker
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 4 | Founded | 2 years ago | Last Issue | 8 months ago |
| Active | |||||
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messerli.capitalLatest Issues
Accelerant
Editor’s note (Jan 12, 2026): Since publishing this article, further discussions with insurers and reinsurers in the E&S market have led me to reassess my conviction. While the business model remains appealing, I have ongoing reservations a...
International General Insurance (IGIC)
Intro
Those of you who have read my previous posts on Kinsale and Markel will have noticed my particular interest in the Excess & Surplus (E&S) insurance market. Despite the recent surge in P&C market valuations I still believe it is a...
Kinsale
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Company name: Kinsale Capital Group Inc.
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ISIN: US49714P1084
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Ticker: NYSE: KNSL
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Type: Owner-Operator
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Stock Price: $ 381 USD
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Market cap: $ 9 billion
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Review date: May 2024
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Investment thesis
Kinsale Cap...
Markel
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Company name: Markel Group Inc.
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ISIN: US5705351048
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Ticker: NYSE: MKL
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Type: Owner-Operator
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Stock Price: $ 1,420 USD
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Market cap: $ 19 billion
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Review date: January 2024
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Investment thesis
Markel Group Inc...
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