E1068 - TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke
Published: April 3, 2026
Duration: 1:14:15
On today's episode, Clay is joined by Daniel Mahncke to break down Kinsale Capital. Kinsale is a specialty insurer that has quietly become one of the most exceptional businesses in the financial sector by dominating the Excess & Surplus insurance market.
Clay and Daniel break down the DNA of this wonderful business, and if the recent drawdown in the stock is a compelling opportunity for value investors.
IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:32 - An overview of the insurance industry and how Kinsale fits into the bigger picture 00:17:32 - The durable co...