Hong Yu

Investing in businesses that can grow and scale profitably at 15% CAGR

[Hong Yu @limhongyu]

$KNSL - My second write-up on Kinsale exploring whether Rev growth of >20% CAGR is achievable for this specialty insurer in the next 4-5 years

Durability of Kinsale’s growth , by @limhongyu https://t.co/9vzXiQVOtZ

[Hong Yu @limhongyu]

@pequityresearch What is HBM as % of cost expected to rise to?

[Hong Yu @limhongyu]

@jiahanjimliu @pequityresearch Then CRWV will have lower margins if the GPU + HBM cost components go up and they cannot lock them down on LT basis?

I suppose NBIS is fine because they sell more shorter term deal and don’t lock themselves up

[Hong Yu @limhongyu]

@JJEnglert Guide

[Hong Yu @limhongyu]

@heynavtoor AI

[Hong Yu @limhongyu]

@KHerriage @grok explain this to me like I’m 12 years old

[Hong Yu @limhongyu]

@adamkhootrader What ETFs did Raul buy?

[Hong Yu @limhongyu]

@OwningBusiness What % of the revenue growth comes from real estate appreciation of the stores/land they own? They should have a sizeable exposure with so many store locations

[Hong Yu @limhongyu]

@CompTortoise Well deserved!!

[Hong Yu @limhongyu]

@FundasyInvestor @GaliciaInvestor $KNSL Combined Ratio 2018-2023

[Hong Yu @limhongyu]

New post out to wrap up FY23 for $KNSL

[Hong Yu @limhongyu]

@FundasyInvestor @GaliciaInvestor $KNSL
2018 - 2023 Performance

[Hong Yu @limhongyu]

$KNSL I still see more upside to this rally if it can grow topline >20% for the next few years.

I wrote an article few weeks ago why I think Kinsale can deliver these targets:
https://t.co/wGkHtnem4v

[Fundasy @FundasyInvestor]

$KNSL You all own these flashy tech companies. I own specialty insurance:

- EPS up 54% Y/Y
- Combined ratio of 72.1%, resulting in a 28% operating margin
- Net income increased 94% this fiscal year

Blowout 4Q

CC: @GaliciaInvestor @TheGarpInvestor @SvnCapital

[Hong Yu @limhongyu]

$AMPS

- Dec 21 2023: 121MW acquisition from Basalt and Soltage
- Jan 31 2024: 84MW acquisition from VC Renewables (Vitol)

947MW asset portfolio by Q124.Path to 1.1GW looking good @BlueDuckCap

[BDC @BlueDuckCap]

@limhongyu Construction bucket should add at least 150mw...figure about 25mw/quarter avg for acquisition co. We have penciled in a little over 1.1 GW by end of next year.

[Hong Yu @limhongyu]

$AMPS Acquisition led growth being the key catalyst 💪🏻

Additional 84MW portfolio from VC Renewables LLC, a wholly-owned subsidiary of Vitol.

[Hong Yu @limhongyu]

@GaliciaInvestor I have watched both, great videos on describing how they achieve industry leading combined ratio. I couldn’t really extract too much on his industry outlook unfortunately. Will watch it again to see if I pick up anything the 2nd time.

[Hong Yu @limhongyu]

@GaliciaInvestor And thank you, really looking forward to your piece on $KNSL as well

[Hong Yu @limhongyu]

@GaliciaInvestor Are you referring to these 2?

https://t.co/J2c7AclCaU

and

https://t.co/m6ifsUVhh7