Hong Yu @limhongyu

Investing in businesses that can grow and scale profitably at 15% CAGR holyhongyu.substack.com Singapore Joined November 2017

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Hong Yu @limhongyu

2 years ago

$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: holyhongyu.substack.com/p/durability-o…

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Fundasy @FundasyInvestor

2 years ago

$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

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Hong Yu @limhongyu

2 years ago

$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

Blue Duck Capital Partners @BlueDuckCap

2 years ago

$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

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Hong Yu @limhongyu

2 years ago

$AMPS Acquisition led growth being the key catalyst 💪🏻 Additional 84MW portfolio from VC Renewables LLC, a wholly-owned subsidiary of Vitol.

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Hong Yu @limhongyu

2 years ago

$KNSL WR Berkley CEOs insight on the E&S market. He did however mentioned that CAT property has probably peaked this year

SVN Capital @SvnCapital

2 years ago

$KNSL WR Berkley CEOs insight on the E&S market. He did however mentioned that CAT property has probably peaked this year

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Fundasy @FundasyInvestor

2 years ago

$PGR Certified dawgs

The Horseman @0xHorseman

2 years ago

$PGR Certified dawgs

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Hong Yu @limhongyu

2 years ago

For those interested, $AMPS latest presentation presented at various industry conference and investor meetings in 2024 s29.q4cdn.com/132008072/file…

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Joseph Carlson @joecarlsonshow

2 years ago

One observation I have always thought is funny: People are quick to acknowledge the S&P500 and QQQ are very difficult to beat, some say it's nearly impossible to beat. But investors rarely point out that the index never looks at PE ratios or valuations, ever. The Index only…