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Kinsale Capital Group
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
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Alexander
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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
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Alexander
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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
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Alexander
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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
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Alexander
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2
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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
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Alexander
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Deep Dive - Kinsale Capital Group (Part 5)
Compounder?
Jan 25
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Alexander
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Deep Dive - Kinsale Capital Group (Part 4)
The Kinsale machines: Understanding the Financials
Jan 21
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Alexander
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Deep Dive - Kinsale Capital Group (Part 3)
Kinsale's Business Model
Jan 14
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Alexander
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Deep Dive - Kinsale Capital Group (Part 2)
Regulation: Why E&S looks the way it does
Jan 11
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Alexander
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Deep Dive - Kinsale Capital Group (Part 1)
Insurance 101 and E&S playground
Jan 7
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Alexander
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Company Snapshot - Kinsale Capital Group
Best insurance company in the world?
Jan 5
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Alexander
11
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