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@CedarStResearch Avatar @CedarStResearch Cedar Street Research

Cedar Street Research has been discussing various stocks in the insurance industry. One of the most notable mentions is $WRB, which has seen significant buying activity, potentially driven by Japanese investors. Additionally, $ERIE has been criticized for its valuation, underwriting, and capital management, with some expressing confusion about its high price-to-earnings ratio.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies #7434 technology brands XXXX% countries XXXX% celebrities XXXX% social networks XXXX% automotive brands XXXX% exchanges XXXX% currencies XXXX%

Social topic influence $wrb #3, insurance #774, $plmr #4, $arx #3, $asic #2, $ori #18, $aig #1, $goog #19, ceo 4%, business X%

Top accounts mentioned or mentioned by @veridivus124444 @subtleinduction @saynototrading @kalshi @wstvillrefugee @dj_ebitda @djebitda @elonmusk @hettygreen2020 @jasonkint @draftkings @danielsethlewis @linglingfool @davyinvests @mattscottcap @grok @acipartnerhship @navigatorsaint @slamcandie @coverager

Top assets mentioned W R Berkley Corp (WRB) Palomar Holdings, Inc. Common stock (PLMR) Accelerant Holdings (ARX) Ategrity Specialty Insurance Company Holdings (ASIC) Old Republic International Corporation (ORI) American International Group Inc (AIG) Alphabet Inc Class A (GOOGL) Maxcoin (MAX) Neenah, Inc. Common Stock (NP) Cheeseball (CB) RLI Corp. (RLI) Ares Protocol (ARES) Arch Capital Group Ltd (ACGL) The Root Network (ROOT) Neurobro (BRO) Agilon Health, Inc. (AGL) Erie Indemnity Co. (ERIE) Uber Technologies, Inc. (UBER) JPMorgan Chase (JPM) Everest Group, Ltd. (EG) UiPath, Inc. (PATH) Crowdstrike Holdings Inc (CRWD) Taiwan Semiconductor (TSM) Better Home & Finance Holding Company Class A Common Stock (BETR) Hartford Financial Services Group Inc (HIG) Arthur J. Gallagher & Co. (AJG) The Baldwin Insurance Group, Inc. Class A Common Stock (BWIN) Kinsale Capital Group, Inc. (KNSL) Oscar Health, Inc. (OSCR) Legence Corp. Class A Common stock (LGN) Stantec, Inc. (STN)

Top Social Posts

Top posts by engagements in the last XX hours

"$BRO CEO stating the "speed" of the property decline was "surprising""
X Link 2025-07-29T14:45Z 3049 followers, 1689 engagements

"Solid print by the boys up North $FRFHF / $FFH.TO underwriting results consistent and time and time again prove to be world class investors in global equity markets "Oh Canada My Home and Native Land""
X Link 2025-07-31T21:29Z 3052 followers, 1844 engagements

"$RLI owns XX% of a private insurance company called Prime (Rick Lindsey is the CEO and quite the personality). Prime had a tough 2024 $RLI cited that it was due to adverse development they experienced on prior accident years (more DD to follow there) would like to review the schedule P data. $RLI books the investment at 1x book book is $258m and the investment is recorded at $56m. Prime grew by an impressive +30% in Q1 2025 Q2 data pending. Below are statutory financial highlights for the two prime subsidiaries of the holdco. Putting aside the loss ratio for a second there is probably $250m"
X Link 2025-08-12T03:12Z 3054 followers, 1240 engagements

"Heart of hearts I think hybrid fronting companies like $TSU.TO and $ARX would achieve better valuations if they were owned by brokerages rather than by carriers and/or trade in public markets as a stand alone entity. If you want to be valued on a forward EBITDA multiple that's the cleanest way to do it in my opinion. Can create a liability structure and personal guarantee's that are separate from the brokerage and I truly believe the off-balance sheet credit risk can be managed with proper reinsurance. A lot of synergies for a broker and a hybrid fronting company as well as many are expanding"
X Link 2025-10-20T13:28Z 3050 followers, 1450 engagements

"$NP fighting to stay above their IPO price. I actually think growth this quarter should be strong due to the government shutdown. Again it's a fantastic company but I think trading at XX% of the total addressable market when you can't write +50% of the TAM is math that makes no sense in terms of valuation"
X Link 2025-10-22T15:34Z 3051 followers, 1338 engagements

"Found this interesting today friend shot me a note. K2 the holding company owned by Warburg Pincus hired the former Co-Founder and COO of $NP Stephanie Lee to build a competing private flood insurance MGA in September of 2023. They use Solstice Technology as their main software partner. CEO of Solstice was the former CTO of National Flood Services. Will do some digging to see if I can find any hard to find data about how its growing / doing"
X Link 2025-10-23T03:28Z 3052 followers, 1123 engagements

"Why is $ARES using life insurance assets to buy up some of their affiliated secondary funds"
X Link 2025-10-29T16:44Z 3055 followers, 1822 engagements

"It will be fun to see $AGL Q3 print this week. I have my doubts on the turnaround story but if theres any sign of life Ill be watching closely. Trading at X% of its revenue"
X Link 2025-11-01T23:24Z 3050 followers, 1469 engagements

"Still digesting $ARX results but they are guiding to $269m of Adj EBITDA by FY 2026 which would put the forward multiple at 10.3x right now. Quarter highlights are XXX members $4B in LTM Written Premium +42% Organic Growth and XX risk capital partners. US MGA growth appears to be robust as it's still near XX% range. LTM Adj EBITDA of $XXX or a multiple of 13.2x. With the guidance and pipeline I think this has officially bottomed out again still reviewing but a forward EBITDA of 10x would be viewed as cheap in my opinion"
X Link 2025-11-12T21:44Z 3049 followers, 5356 engagements

"$ARX CEO insider purchase of $1m in stock. I like the confidence Radke has in this business. I think the flywheel these guys have created is very undervalued at the moment. My fair value price is $XX and I think long-term that could be conservative considering no other company has built an MGA insurance exchange that connects MGA's Fronts Reinsurers and Alternative Capacity quite like these guys (it is incredibly challenging to do). Most folks have zero clue how hard it is to launch / manage these MGA's (people think with the flick of a wrist they get incubated. I can assure you they do not)."
X Link 2025-11-18T16:37Z 3049 followers, 3293 engagements

"Who should we deep dive next"
X Link 2025-11-19T13:36Z 3049 followers, 2846 engagements

"Was asked by a friend FYI XX% of my portfolio (Specialty P&C concentration) has a weighted average 12.6x PE and 1.6x PB 2026 multiple. Some might call it boring I call it consistent (returns might suprise folks) and helps me sleep at night when the market pulls back. I recently increased my allocation to P&C names ever so slightly with my biggest allocations going to $HG $AIG and $PLMR in that order remain long some big tech names $GOOG the largest and some specialty insurance tech names like $MAX that are not included in those multiples above as well as some infrastructure and mortgage/real"
X Link 2025-11-20T15:27Z 3055 followers, 2808 engagements

"Clearly the management team feels like $ARX stock is trading below it's intrinsic value. Two more insider purchases by Matt Sternberg COO of their Risk Exchange and Samuel Gaynor Director"
X Link 2025-11-21T14:33Z 3049 followers, 1288 engagements

"Pleased to publish our report on $ARX. We strongly feel as though this company is trading at a significant discount to peers and their intrinsic value. We maintain a price target of $XX. Click here to access our free report:"
X Link 2025-11-21T21:25Z 3049 followers, 3003 engagements

"Has $RLI remotely considered trying to integrate new software so they can get their net expense ratio down They had a XXXX% net expense ratio YTD 2025 which is way above their peers (see below). $RLI is predominantly wholesale distribution which means higher policy acquisitions costs as they have to pay higher broker commissions to acquire premium. A X% reduction in their net expense ratio is XX% boost to EPS this would be a huge opportunity if they could complete an efficient software transformation. Will likely write up a report on this and provide suggestions to management. YTD 2025 Net"
X Link 2025-11-24T00:48Z 3052 followers, 1935 engagements

"lol true going to dig through the numbers and see where all the expenses are flowing. $ERIE had lavish spending on personal use corporate jets I dont think $RLI spends quite like those kinda Pennsylvanians but if they do Ill find it. They should sneeze the word Palantir on their next earnings call and they might get a XX% pop in the stock"
X Link 2025-11-24T00:57Z 3052 followers, XXX engagements

"@mattscottcap Ive been long and short names over the years $OSCR was a recent example of short trade long outlook. Worked well. $AGL just short. Oddly enough I never traded Lemonade but always remain open to shifting dynamics in a business"
X Link 2025-11-25T04:30Z 3050 followers, XXX engagements

"$ARX Joe should be publishing this on X he would get way more traction. Investors dont read LinkedIn. @danielsethlewis maybe next time you talk to them I think a shift to X would help him get his message out better. $ARX to $XX lets ride"
X Link 2025-11-25T14:22Z 3049 followers, 1875 engagements

"@Empress_Cap @danielsethlewis I'm being sincere when I say this but no one in the fronting/program/MGA world has a flywheel quite like $ARX"
X Link 2025-11-25T21:08Z 3049 followers, XXX engagements

"2019 before the near collapse of James River $UBER states they are trying to get out of the insurance business but fast forward to 2025 and their reserves went from $3B to $12B"
X Link 2025-11-29T01:43Z 3049 followers, 1615 engagements

"Chasing yield / pushing leverage. Work with a lot of life insurers and many moved to Bermuda while the really big risk takers typically gravitate towards the Cayman Islands. Great article from some time ago explaining the lower capital requirements in the Cayman Islands"
X Link 2025-12-01T04:05Z 3051 followers, 2480 engagements

"I find this one interesting as I deal with a lot of banks credit funds and REITs (mortgage & property). Multifamily taking it on the chin right now and seems to be broader than just workforce housing / rent control units. CoStar reported the biggest monthly drops in median rent it had seen in XX years of tracking. The primary reason is that more young people are struggling to form new households. Whats interesting here is the setup you have youth unemployment at record highs XX% so cohorts 18-24 are really struggling. Effectively kids out of college are just opting to stay home. If this group"
X Link 2025-12-02T14:15Z 3052 followers, 1819 engagements

"$JPM investing platform is simple and easy to use but when it's down at 11am on a Tuesday it can be quite frustrating when your trying to harvest a few year end losses and re-balance into some new positions. @jpmorgan wtf"
X Link 2025-12-02T16:09Z 3057 followers, 1198 engagements

"@SayNoToTrading That's fair hopefully something they can clear up I remember when Mitsui first announced the Berkley family came out and said they weren't selling their position down. Weird sharp sell off. 13x LTM earnings is historically cheap for $WRB hence why I bought some more today"
X Link 2025-12-05T19:16Z 3057 followers, XXX engagements

"@negligible_cap But they need a certain amount of thrust to weight technology in order to get there no"
X Link 2025-12-08T21:37Z 3052 followers, XX engagements

"@grok @negligible_cap @elonmusk Latency is a huge problem for Stralink in urban districts. Space can also get hot not always cold if you catch a flare like a warm Marlboro light after a few. How feasible is this really"
X Link 2025-12-08T21:51Z 3057 followers, XX engagements

"@ActAccordingly @tbpn S/T Trades real long term TBD. There is some alpha on here and a lot of not-alpha"
X Link 2025-12-08T22:02Z 3057 followers, XXX engagements

"$LGN really interesting company. Wish I bought their competitors 5yrs ago $STN and $WSP.TO. Business is fixed contract consulting and engineering focused on data center education and life science focused with $2.6B of contracts in the pipeline. XX% of contract flow comes from $10m sized contracts. Blackstone purchased $LGN in 2020 XXX day lock-up on a large PE backed port co always puts some fear into my heart but this seems like a good multi-year hold due to the size of the ownership. Company is experiencing margin improvement and expected proceeds will pay down a chunk of debt which will"
X Link 2025-08-20T20:48Z 3065 followers, 2649 engagements

"Nice move by Radian $RDN a step in the right direction to becoming more like $ACGL simply meaning a diversified P&C / PMI carrier rather than a monoline PMI carrier. Didnt overpay 1.5x book and around 7.7x 2025e pre-tax operating income or closer to 10x earnings. Well played boys. Simple highlight this was well executed"
X Link 2025-09-18T13:38Z 3061 followers, 1214 engagements

"Been awhile since I published anything formal. This one is short and sweet. If you want an equity instrument that is a natural hedge against the soft market conditions in personal auto I present you with a great multi-year opportunity in $MAX. Click Here to Access our Free Report:"
X Link 2025-11-11T21:58Z 3063 followers, 4370 engagements

"Nice report on $HOVR by @Pelicanwayre this reminds me of Jordan Belfort pitching Aerotyne International. Odd a start up this small would be paying a CEO $700k a year. That's usually a $250k or less type salary at this stage plus insider selling this early in the companies life cycle is a huge red flag packaged with dilution. I've seen a lot of these companies over the years and this technology strikes me as very amateur. I'm a big believer in eVTOL as battery technology continues to improve (denser storage capacity) but I doubt it will come from $HOVR"
X Link 2025-11-13T15:56Z 3064 followers, 1964 engagements

"Want some safe havens today $ORI $WRB $FFH.TO $CB $BRK"
X Link 2025-11-14T13:57Z 3065 followers, XXX engagements

"The sky is falling $HOVR"
X Link 2025-11-18T20:46Z 3063 followers, 1138 engagements

"What's everyone think of the reshuffling at $EG New legacy guy and CFO Admittedly I wish they brought in a new CEO from the outside"
X Link 2025-11-21T16:23Z 3065 followers, XXX engagements

"Time is a pretty valuable commodity for me these days but will take a crack at $PLMR next"
X Link 2025-11-22T15:42Z 3065 followers, 1013 engagements

"Making some good progress on my $PLMR report but this will take some time and be a much longer report than some of my more recent reports due to the number of complex products they write as well as the hybrid fronting facility. I will say as a teaser their earthquake portfolio produces massive excess capital each quarter (its an RBC machine) and has incredibly low net risk ($20m net and $3.5B reinsurance priced to a 1-250yrs event) it is an incredible foundational product that generates excess capital that can fuel growth without the need to raise additional capital or dilute shareholders. Id"
X Link 2025-11-22T20:57Z 3065 followers, 1468 engagements

"Reminder this was a pretty accurate reflection on $ROOT pre-Q3 earnings print. Had $XX as an estimate re-rate"
X Link 2025-11-23T19:29Z 3065 followers, 2378 engagements

"@ACIPartnerhship I left those out as the report is on $PLMR and I wanted to use carriers that are more concentrated with E&S risk as benchmarks. Honestly thought I was pushing it including $WRB and $ORI considering their market caps"
X Link 2025-11-24T17:13Z 3065 followers, XXX engagements

"Still strongly my opinion that @elonmusk should have $TSLA purchase $ROOT"
X Link 2025-11-25T15:06Z 3065 followers, 1664 engagements

"Chart by Raymond James in their $KMPR report (I think there will be a time to buy Kemper but the reserves need to flush out more and waiting on the new squad) Chart (at least for me) explains why there has been a lot of pressure on the $ROOT share price lately. No trailing growth (understand the community feels strong about the IA channel) and a high 2026 multiple basically 3x their peers. Theyre getting lumped into the non-standard auto market a bit more than some may feel is warranted and per RJ near-term headwinds including competitive pressures in the non-standard personal auto market not"
X Link 2025-12-01T01:49Z 3062 followers, 1923 engagements

"Found a great compounder with what I believe is a lot of near term upside. Haven't mentioned it once on this platform and caught my eye when reviewing some research late last night. Making an allocation this morning. Will circle back in a little bit once I've completed my $PLMR report which is getting close to completion. This new one sits on the edge of insurance and real estate. Very niche small cap customers sticky revenue growth and net margin expanding XX% of shares I believe will be repurchased over the next XX months and a catalyst of reduced interest rates highly beneficial to the"
X Link 2025-12-01T14:21Z 3065 followers, 4045 engagements

"He who builds up excess capital in hard markets can repurchase stock and issue special dividends in soft markets which is a consistent theme across $ORI $WRB $FFH.TO over the decades. Folks also forget you capture the rate deceleration with increased ceding commissions on reinsurance treaties and lower rates on reinsurance XOL for the first few years so margins dont actually drop right away. Takes a few years. Lastly most P&C names are in 3/4yrs duration on the fixed income side and can extend and lock in new money yields to preserve NII for the next few years. I think we can take a breath on"
X Link 2025-12-03T14:24Z 3065 followers, XXX engagements

"@HettyGreen2020 Did they confirm they were drawing from the revolver Earnouts typically hit around XX% most of the time. Deferred is a guarantee based on what I assume is a hurdle rate not disclosed. Usually you'd only draw what you need at close and draw later as you need it"
X Link 2025-12-03T14:59Z 3064 followers, XX engagements

"Min volume but love to see $MAX Fly"
X Link 2025-12-03T20:06Z 3065 followers, XXX engagements

"In the final stretches of a pretty in depth $PLMR report. Finalizing the EPS model as there are a fair bit of moving parts at play (1) increased NWP retention / classic soft market move (2) internal changes to cede commission and XOL pricing that will benefit $PLMR and fend off near term market rate change (3) net expense ratio reduction as Crop Casualty and products like Real Estate / Healthcare E&O continue to grow as a larger % of the portfolio (4) loss ratio adjustments up as those products carry much higher attritional loss ratios than Earthquake and are growing much faster than Quake"
X Link 2025-12-03T22:54Z 3065 followers, 1410 engagements

"Fun day wrapping up my $PLMR report when two of your picks $PATH +18% and $ARX +6% on the day but up +16% in less than a month. Both having fantastic days when the S&P / NASDAQ are flat on the day"
X Link 2025-12-04T15:51Z 3065 followers, XXX engagements

"We are pleased to publish our report on Palomar $PLMR. We have a target price modeled at $XXX. As Chubb's would say "it's all in the niche" with Palomar. Hope you enjoy reading the report we tried to keep it cheeky. Click here to access our free report:"
X Link 2025-12-04T17:13Z 3065 followers, 2067 engagements

"Saw a few different posts on $WEN this morning so naturally I was curious and took a look. It does strike as interesting when you start playing with their chart. Forward multiple is trading at a low. I do love their cheeseburgers. Figure even in a recession folks can afford a cheap meal. I do not own and not investment advice"
X Link 2025-12-08T15:47Z 3065 followers, XXX engagements

"So SpaceX is XXX% going to try and do this in partnership with $GOOG. How do I trade this I feel like Elon wouldn't post this unless this conversation has actually happened"
X Link 2025-12-08T21:00Z 3065 followers, 2073 engagements

"@grok I honestly have no clue what the answer is but with starship that can do XXX metric tons expendable how feasible or not is it that $GOOG and @elonmusk can launch enough GPU's to orbit that would be enough to support your compute capacity and while your at it tell Sam Altman to pound sand"
X Link 2025-12-08T21:48Z 3062 followers, XX engagements

"@jptissot1 He leaves and they buy $GOOG it's one of two things the greatest move ever or they really don't need him that much. I defer to the latter. BRK got so big it's going to be hard to create a lot of alpha unless inflation is rampant which insurers benefit from"
X Link 2025-12-08T21:53Z 3063 followers, XXX engagements

"@Veridivus124444 Wow been awhile since someone brought up $SLQT Life insurance I try to avoid but Ill take a look and see if I find anything good. @hedgequote would probably have some good insights into Ethos"
X Link 2025-12-10T01:38Z 3065 followers, XX engagements

"@americanmade_ai @Benshooter Im shaking in my boots. Wouldnt touch this with a 100ft pole L/S. Should probably do yourself a favor and dial it down youre going to attract the wrong attention. XX% of my followers are hedge funds and L/S traders"
X Link 2025-12-10T12:46Z 3065 followers, XX engagements

"Did this cause a drop in $ASIC Texas premiums shrank -XXX% through the first X months of 2025 and Q2 looks like it had a small contraction. Looks like their growth in Florida was strong in Q2. Mostly primary and excess general liability per their reporting in FL. Florida Q2 2025 vs Q2 2024 looks like it's up +29%. Weirdly their policy count in FL is way down 1799 in Q2 2025 vs 2019 in Q2 2025. Unfortunately not all the stamping data is readily available on Ategrity Specialty just yet in other states"
X Link 2025-07-31T13:51Z 3067 followers, XXX engagements

"What are some of your favorite banks insurers or SaaS plays and why Insurtech opinions are welcome. Heres a few of my personal favorite medium / long term holds: $ORI $WRB $FFH.TO $GOOG $CRWD $MSFT $TSM $PGR Heres a few interest rate plays: $ACGL $NMIH $ESNT $ACT $KRNY $JPM $MS $LDI $BETR"
X Link 2025-10-05T13:55Z 3067 followers, 2522 engagements

"Why has the CA Stamping office not included $ASIC in their reports Are folks sleeping on their Q3 growth I honestly don't know definitively it's hard to say not knowing what they are doing in CA. As a benchmark $ASIC was up +27% in California on June XX 2025. I doubt the growth plummeted in a quarter knowing how challenging that market can be. NTM PE is 10x cheap all things considered. For the insurance nerds out their like myself their age to age factors aren't the best but it's early days. If I had to guess I think they are going to print +15% top line growth in Q3. @linglingfool"
X Link 2025-10-10T14:40Z 3067 followers, 6416 engagements

"Called it California mustve been big for $ASIC the road to $XX seems clearer @onion61314"
X Link 2025-10-23T01:22Z 3067 followers, 2039 engagements

"Wow hard not to laugh at this Wells Fargo dropped $ASIC by $X because they didnt like the management was taking a conservative approach with their Property loss picks lol Would they rather them be ultra aggressive Shaking my head"
X Link 2025-10-23T22:22Z 3067 followers, 1285 engagements

"Life and annuity insurers with the thanks of $BX $ARES $APO etc. are storing a levered powder keg of junk bonds with a lit fuse on their balance sheets. XX% of unaffiliated bank loans are rated "junk" nice lol what could possibly go wrong. It's pretty obvious the "equity" like returns that private credit has generated the past 3yrs has come from higher risk / levered lending. Not all private credit is created equal there are some great firms out there but plenty taking on excessive risk as well. "US life and annuity (L/A) insurers expanded their private credit portfolios by X% in 2024"
X Link 2025-10-29T14:14Z 3068 followers, 2192 engagements

"Great time to load up on P&C for downside protection $ORI $WRB $FFH.TO are some of my favorites. Worth playing Florida trade for the next few weeks $ACIC $SLDE $UVE $HCI etc"
X Link 2025-11-06T21:54Z 3066 followers, 3049 engagements

"lol no I think Michael and Brian are very intelligent. They did say they think they can achieve above market growth over the cycle but the past few quarters they are trailing their competitors like $HG $ASIC etc which could be due to the fact that those competitors are writing the business on worse terms or cheaper premium etc and maybe its a blip in the matrix but analyst are pretty much pure EPS modelers and the model trend is +5% right now"
X Link 2025-11-24T02:35Z 3065 followers, XXX engagements

"Slowly piecing together but here are $UBER statutory and sub-par ride share insurance results in XX states including Hawaii with Farmers Insurance Exchange from 2019 to 2022. The program was non-renewed in 2023 and switched to an indemnification agreement meaning $UBER agreed to reinsurer Farmers and over collateralized their reinsurance obligations to them. Similar situation to what happened to James River"
X Link 2025-11-30T14:25Z 3067 followers, 1961 engagements

"@linglingfool You caught it on $ASIC so I knew to look this time lol"
X Link 2025-12-04T18:39Z 3066 followers, XX engagements

"Pretty wild that XX% of the top searches on Google in 2018 were insurance related"
X Link 2025-12-10T00:44Z 3068 followers, 1909 engagements

"@appenz My Teslas do this for me as well $GOOG shareholder as well"
X Link 2025-12-11T05:04Z 3068 followers, XXX engagements

"The sushi trade lives on $WRB"
X Link 2025-12-05T13:36Z 3068 followers, 2333 engagements

"I would think a lot stock maybe raise some debt $CB is only at XX% debt to equity. Can push it to maybe 30%. I remember when Evan was making a lot of unsolicited bids to $HIG that ultimately went nowhere but he did drive the stock up. $AIG as I've said is very cheap right now. Would be wild to see another Greenberg running it. Big middle finger for Hank"
X Link 2025-12-10T21:16Z 3068 followers, XXX engagements

"Not a bad day. My core trading account but not all my direct holdings as I use two other platforms. Name blacked out is a company I haven't commented on yet so going to keep it blanked out right now. $MAX $WRB $ORI $PATH $AIG $GOOG $ARX $. $HG $PLMR $HCI $AJG $TSM $BETR $ASIC by position size"
X Link 2025-12-11T20:45Z 3068 followers, XXX engagements

"@linglingfool That stock trades so violently sometimes lol"
X Link 2025-12-11T21:43Z 3068 followers, XX engagements

"I'd throw $RNR into a near same quality bucket as $ACGL for the world of Bermuda carriers. Very well run reinsurer highly diversified and doing what I think is currently undervalued or underappreciated as it pertains to the great things they are doing with their ILS sidecar / fee income model"
X Link 2025-10-03T21:55Z 3067 followers, 2939 engagements

"Interesting that when a stock is near its all time high such as $WRB the market would rather see buybacks at any level even though any rationale investor would much rather buy it at a floor than the ceiling. The Berkeleys are sharp operators and seem to have a lot of excess capital to pay a special dividend in lieu of a repurchase at an ATH. As a long-term shareholder I agree. Very solid Q3 print with a boost from duration extension from 2.8yrs to 2.9yrs something Ive harped on for awhile with commercial carriers anticipating Fed rate cuts. New money yields 5%. Mitsui still lurking in the"
X Link 2025-10-21T12:18Z 3067 followers, 1659 engagements

"$ASIC couldn't have had a stronger quarter and Wells Fargo drops their target from $XX to $XX. Unbelievable. Would love to understand their rationale if anyone has a copy. Increasing national distribution adding new products improving operating leverage increasing property rates (soft market). Maybe it had to do with the ridiculous question asking for a full 2yrs guidance lol"
X Link 2025-10-23T14:39Z 3067 followers, 3335 engagements

"Anyone in Australia know what this CEO did $SDF.AX Stock halted this morning. Sounds like sexual assault per the filing "workplace complaint against a senior executive" in this case the CEO"
X Link 2025-10-30T18:36Z 3067 followers, 1101 engagements

"P&C brokers finally starting to look interesting again $AJG $AON $MMC $WTW $BWIN $TWFG $GSHD $BRO"
X Link 2025-11-05T20:32Z 3067 followers, 4317 engagements

"Neptune Flood Insurance (MGA) $NP with a solid print. Definitely benefited from the government shutdown last Q which impacted the NFIPs ability to write business. $NP Revenue / written premium +30% and Adj EBITDA flat at 60%. LTM Adj EBITDA is $88.4m against a market cap at close of $3.7B for an eye watering 39x multiple. Theres some new incumbents in this space one is Titan Flood which was literally created by a former Neptune co-founder as well as a handful of others. I think the growth story is fantastic here and what they did to improve a broken insurance product is fantastic. That being"
X Link 2025-11-13T04:47Z 3068 followers, 1093 engagements

"Im excited for the tech selloff to reverse so $ORI can dip back to $XX and $WRB back to $XX and re-load for about the 4x this year"
X Link 2025-11-13T18:51Z 3068 followers, 1063 engagements

"Added to some of my core names $ORI $WRB. Added to $MAX as well today but a newer name I've been discussing. New names added $HG $PLMR $AIG $ARX. Other names I'm carefully watching $NP I love the company but I think there will be a reset in this multiple at some point. 75x LTM earnings is a bit nutty for a monoline MGA. $HG was too cheap to ignore 6x LTM PE and 6x Forward trading below book value 🤯I've been negative on their reserves in the past and operating leverage due to London expense model but they continue to grow/perform (will monitor reserves carefully) and with the power of two"
X Link 2025-11-18T17:24Z 3067 followers, 1439 engagements

"Still hanging on to $ASIC. Growing profitable and cheap. 9.8x 2026 PE Ratio well below peers. Tons of regional distribution still untapped and product suite still limited"
X Link 2025-11-24T13:01Z 3067 followers, XXX engagements

"Interesting chart from a report I'm working on. Excluding stock repurchase/dividends. who looks cheap $RLI $KNSL $MKL $WRB $BOW $ORI $SKWD $ASIC $AXS $HG"
X Link 2025-11-24T14:15Z 3067 followers, 2446 engagements

"North American Cyber market is ultra soft in terms of a deteriorating rate environment. I think $BEZ.L was sugar coating how soft the market really is. Cyber is a weird one short tail can re-price quickly no carrier truly knows what the worst case scenario would be for the industry in terms of a cloud provider getting hacked. $CRWD had it been a hack would have made Hurricane Katrina look like light work for insurance carriers"
X Link 2025-11-25T12:32Z 3067 followers, 1059 engagements

"Looks like Broker multiples are holding and M&A activity continues to be robust. $BWIN buys private brokerage CAC for $1.03B (43% cash / XX% $BWIN stock) at a LTM 14.7x adj EBITDA multiple and a forward of sub 11.3x (10x with synergies mostly coming from their MGA integrations that will boost EPS). Earnout includes $250m hurdle and $70m deferred payment obligation. $BWIN stock has been hammered this past year down -XX% multiple is arguably very cheap working from my phone but around 11x forward TEV/EBITDA. Link to transaction details below"
X Link 2025-12-03T13:47Z 3068 followers, 1372 engagements

"Glad some folks thought $PLMR was an interesting report gracias. Published right around here. Low volume day (holidays) but saw a small spike in volume"
X Link 2025-12-04T18:31Z 3068 followers, XXX engagements

"I love being knowledgeable (some might call it on the spectrum) in a space that is dreadfully boring to investors (insurance) and one that no one cares about. It helps create alpha type opportunities though. The Florida CAT trade was a moment in time. a good moment. $ERIE is a blessing of a short. $SKWD and $BOW make fun trades L/S loved when they had a higher PE than $GOOG what $AIG is structurally very cheap. $HIPO and $ASIC deserve a deep dive. $SPNT has had a run - bought in at $XX like X months ago $MAX $ARX $PLMR all have a lot of upside and are not standard P&C (Boring defensive names)"
X Link 2025-12-04T23:42Z 3068 followers, 1886 engagements

"@NavigatorSaint @Veridivus124444 $EVER and $MAX are equal weights but very different business models but I like $MAX setup more but both are a very similar cyclical plays"
X Link 2025-12-05T02:10Z 3068 followers, XX engagements

"And this is why I love the Berkley family and something I highlighted in my report I did awhile ago. $WRB declares a $XXXX special dividend and increased the quarterly dividend by +12.5%. Bought another XXX shares early today nice"
X Link 2025-12-05T20:19Z 3068 followers, 1832 engagements

"$CNA historical statutory underwriting performance. ($22.5B) in underwriting losses from 2003 to YTD 2025. Is AM Best smoking crack"
X Link 2025-12-05T20:43Z 3068 followers, 1003 engagements

"Turns out $SPNT was cheap. $XXXXX today. Entered at $XX less than X months ago. Nice"
X Link 2025-12-05T20:49Z 3068 followers, 1146 engagements

"@SubtleInduction Yeah $ORI and $WRB have been near ATH for sometime now so I actually appreciate a little reset in the price. $ORI has been crazy solid lately. Probably a flight to quality with some of the high flyer multiples getting dragged down"
X Link 2025-12-05T21:49Z 3067 followers, XXX engagements

"I was getting some questions on $PLMR and whether or not their reinsurance is adequate enough to take on a +8.0 type earthquake. In the report I relayed that they model to X in XXX yrs events. In their 10-K and I regret not including this in the report but they actually show you what some of the worst earthquakes model out to in today's dollars when adjusted for inflation. As a reminder $PLMR maintains $XXXX billion in earthquake reinsurance ($20m net at risk to the company - basically no risk to the balance sheet or income statement). The worst earthquake to hit California ( 1906) would have"
X Link 2025-12-08T20:34Z 3068 followers, 1011 engagements

"@onion61314 Nice not from AM Best on our friends at $ASIC. Stock was so beaten up when everyone else with their growth is at a 15x multiple right now"
X Link 2025-12-10T16:20Z 3066 followers, XXX engagements

"@americanmade_ai I hope your right (I sincerely do) because this is a plaintiff firms wet dream if it's wrong"
X Link 2025-12-10T18:58Z 3067 followers, XXX engagements

"@mindthelongterm Yes $CB informal offer to buy $AIG"
X Link 2025-12-10T21:04Z 3068 followers, XXX engagements

"Can we get a re-rate to 1.2x book $AIG $CB"
X Link 2025-12-10T22:15Z 3068 followers, 1884 engagements

"@slamcandie No one would sell unless it was at a 15/20% premium so should see it go up. This is very reminiscent of the $CB hostile takeover of $HIG never a guarantee it will go through"
X Link 2025-12-10T22:58Z 3068 followers, XXX engagements

"Coming off peak hard market entering a soft market CEOs dont know how to grow enter in-organic growth efforts. My bet $EG or anyone at near or below book. $JRVR $GBLI come to mind. Ambac no only because its a front"
X Link 2025-12-10T23:34Z 3068 followers, 1265 engagements

"Based on everything I've read and listening to managements earnings call it seems like $ASIC product roadmap and state expansion is still going to be robust next year which leads me to believe growth isn't slowing down anytime soon. SME rates are also holding up much better than mid market / large commercial rates from what I understand. I do agree I think $KNSL are likely better underwriters. They are up nicely today. I think their biggest problem is you have a slew of carriers Richmond National Hamilton Ategrity WRB launched a new E&S carrier AIG via Lexington is back better than ever etc."
X Link 2025-12-11T21:02Z 3068 followers, XXX engagements

"Medialpha I did a write up on it not too long ago. Free on my website. It's an insurance digital marketplace (lead generator sort of) connecting buyers and sellers with advanced LTV/CAC ML type models and jamming in AI as they go. The thesis with $MAX is carriers actually spend more on CAC in soft market cycles so their P&C exchange (mostly personal auto) should do very well over the next 3-5yrs. Phasing out healthcare as they had a tough history in it"
X Link 2025-12-11T21:17Z 3068 followers, XX engagements

"@PoGoFrankR I can assure you its not a mining company lol"
X Link 2025-12-11T22:04Z 3068 followers, XX engagements

"@PoGoFrankR But thank you"
X Link 2025-12-11T22:04Z 3068 followers, XX engagements