Alex Morris (TSOH Investment Research) — Today's TSOH Investment Research
"Kinsale: Best-In-Class E&S" $KNSL
Thank you to @FrancoOlivera and @FundasyInvestor for their feedback https://t.co/kP0AXyXj6D↗
Raging Capital Ventures — Bought a variety of puts to further complement my short book over the past week or so: $KNSL, $LYV, $CRDO, $MSFT, and $PLTR.↗
June 2025 · 1 mention
Jun 12
Raging Capital Ventures — Shorted $KNSL today. Stock has been inching higher after its dismal Q1. Competition has really accelerated in its core commercial property biz, while the broader Excess & Surp…↗