- Trisura, a small Canada-based insurer that has rapidly expanded into the fronting insurance market in the U.S., has seen its stock price appreciate by 54% annually since going public at USD $16.1 in mid-2017.
- I don't know the "right" price for Trisura with any degree of precision, but I would not be surprised if Trisura's stock price takes a breather for an extended period of time (1 year +) from these levels.
- I like the business and the people involved and it is not that easy to find similar businesses run by similar people.
For further details see:
Argosy Investors - Trisura Group Ltd.