Cluseau Investments
@blondesnmoney
Not Financial Advice
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参加 September 2022
1.4K フォロー中 71.8K ファン
$ASIC roaring to fresh highs while Kinsales spins it's wheels
$KNSL is a higher quality name and a better underwriter than $ASIC. Competition is heating up and both have had a rough past few months. Still, with $ASIC at 12x 2026 earnings and $KNSL at 18x, I'd be surprised if $ASIC doesn't put on a strong 2026 performance given its growth. Only major wrench $ASIC seems to have is a big chunk of its investment portfolio is invested in infrastructure debt and mid caps, which have been padding earnings recently but are likely to remain volatile.
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