

Shree Viswanathan - Let The Process Lead You
5 snips Oct 15, 2023
Shreekkanth Viswanathan, Founder of SVN Capital, discusses curation in investing, focusing on Kinsale Capital's unique position in the insurance industry. They explore the excess and surplus insurance market, regulatory differences, float's impact on valuation, and key factors in evaluating insurance businesses.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Curating Investments: Selective Curation as a Strategy
02:37 • 7min
Exploring Kinzel Capital and the Excess and Surplus Insurance Market
09:08 • 14min
Regulation Contrasts Between Standard and Non-Standard Underwriters
22:43 • 2min
Exploring Kinsel's Unique Position in the Insurance Industry
24:30 • 33min
Exploring Float and Valuation in Insurance Companies
57:50 • 4min
Analyzing Key Factors in the Insurance Industry
01:01:26 • 4min