Kinsell Capital Group provides E-N-S coverage for a wide variety of unusual risks that go beyond traditional insurance. Because these insurance right unique policies, they can achieve usually lower loss ratios and higher margins than the broader industry. But trading at 34 times earnings versus Mark Hill at 16 times, so I need to dig in there and see why there is a discrepancy in terms of valuation.
Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports.
(0:21) Ron Gross and Jason Moser discuss: - Another interest rate hike and a surprising jobs report - Apple's first sales drop since 2019 - Guidance overshadowing Amazon's holiday quarter - Starbucks struggling outside the U.S. - The latest from Alphabet, Meta Platforms, Exxon Mobil, and AMD
(19:11) Jason and Ron keep earnings-palooza going and discuss: - McDonald's ending the fiscal year on a high note - Match Group's disappointing results and layoff announcement - The latest from Qualcomm, Peloton, and Snap - Two stocks on their radar: Kinsale Capital Group and Samsara
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Stocks discussed: AAPL, AMZN, GOOG, SBUX, META, XOM, INTC, AMD, MCD, QCOM, PTON, SNAP, MTCH, KNSL, IOT
Host: Chris Hill Guests: Ron Gross, Jason Moser Engineer: Rick Engdahl
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