Compounders

Another Kinsale Short Report? Come On. 🐻

Kinsale’s stock is down, but that does not make the short thesis right. A closer look at the Bear Cave allegations, customer complaints, retention…

May 24 • Alexander

CEO Interview #3: Fredrik Karlsson (Röko AB)

10 timeless questions for every CEO — plus 5 company-specific questions that matter most for long-term value creation

May 17 • Alexander

Missed Amazon in 2008? Is Sea Ltd. a Second Chance? 🏆

A Company Snapshot on Sea Ltd., Shopee’s eCommerce dominance, Monee’s fintech growth, Garena’s cash flow, and the upside still hidden in Southeast Asia.

May 10 • Alexander

Kinsale Just Hit Its Lowest P/E Ever (2026 Q1 Update)

Kinsale’s 2026 Q1 numbers were a good reminder of what makes insurance investing difficult.

May 3 • Alexander

CEO Interview #2: Johan Steene (Teqnion AB)

10 timeless questions for every CEO — plus 5 company-specific questions that matter most for long-term value creation

Mar 22 • Alexander

Kinsale's PYD: Hidden risk?

Mariya Messerli left a thoughtful comment under my Kinsale Update (one of the best things about writing is having a community that actually digs into…

Mar 15 • Alexander

CEO Interview #1: Michael Kehoe (Kinsale Capital Group)

10 timeless questions for every CEO — plus 5 company-specific questions that matter most for long-term value creation

Mar 11 • Alexander

InPost: The Parcel-Locker Flywheel — and the Lowball Takeover

InPost’s parcel locker (APM) network turns last-mile logistics into a scale business: higher drop density, fewer failed deliveries, and structurally…

Mar 4 • Alexander

Kinsale Q4 2025 & Full Year 2025

Kinsale’s Q4/FY2025: premium growth cools as property pricing softens, but policy count +19%, combined ratio ~76%, and investment income and buybacks…

Mar 1 • Alexander

Deep Dive - Kinsale Capital Group (Part 5)

Jan 25 • Alexander

Deep Dive - Kinsale Capital Group (Part 4)

The Kinsale machines: Understanding the Financials

Jan 21 • Alexander

Deep Dive - Kinsale Capital Group (Part 3)

Kinsale's Business Model

Jan 14 • Alexander

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