Kinsale Capital (KNSL)
Rapid Growth – P&C Insurance
Rapid Growth – MedTech
Rapid Growth – Exercise Equipment
Rapid Growth – Software
Vital Farms (VITL)
Rapid Growth – Eggs & Butter
Time Is on Our Side
In 1964 the Rolling Stones their...
Burden of Proof is On the Bulls
At heart, we’re students of the market, which means one of the key tools we use is spotting the difference between normal, run-of-the-mill action and abnormal, noteworthy action, the latter of which is what usually causes us make...
Fundamentally, the only recent news regarding the marijuana industry is that the U.S. House of Representatives will vote on the MORE Act, which would deschedule marijuana and thereby legalize it federally, the week of September 21. Passage is likely. Getting through the Senate not.
The recent (and ongoing?) tech momentum reversal appears to be due to a variety of concerns ranging from doubt about valuations, worries about the pace of the economy’s recovery, the lack of another stimulus package and slowing growth in the Federal Reserve’s asset purchases.
The Big Idea
In the early days of social media people mostly wanted to connect with friends and family members to share stories and a few pictures about their lives. There were also those that wanted to network with colleagues and make connections to land...