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Comprehensive Investment Analysis: Kinsale Capital Group, Inc. (KNSL)

Author
Lukasz Tomicki and LRT Capital Management LLC
Published
Mon 01 Sep 2025
Episode Link
https://gemini.tomicki.net/comprehensive-investment-analysis-kinsale-capital-group-inc-knsl/

Executive Summary & Investment Thesis This report provides a comprehensive investment analysis of Kinsale Capital Group, Inc. (NYSE: KNSL), a specialty insurance company operating exclusively within the U.S. Excess & Surplus (E&S) lines market. The core investment thesis is that Kinsale represents a best-in-class operator whose durable competitive advantages—rooted in a proprietary technology platform, disciplined […]

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