Last week $ADYEN (-1,25%) and $KNSL (-1,5%) two of my positions released their earnings, let’s dive into it!

$KNSL (-1,5%) crushed Q3 2024! 💰

 * Net income: $114.2M ($4.90 per share)

 * Operating earnings: $97.9M ($4.20 per share)

 * Combined ratio: 75.7% 🔥

 * Return on equity: 28.2% 🚀

They're basically printing money... someone get them more ink! 🖨️😂 

But the stock is down 5% this market is definitely drunk, time to load up a bit my full analysis of Q3 https://open.substack.com/pub/waver/p/kinsale-capital-group-q3-earnings?r=c9o99&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

$KNSL (-1,5%) Q2 Release

✅ Diluted EPS increased 27% (25 LTM PE)

✅ Gross Written Premiums up 21% Y/Y

✅ Investment Income up 48% Y/Y

✅ Combined Ratio of 77.7%, Q2 '23 was 76.7%

What a team. What a company. Great results!