The Ideas

The Ideas

American Coastal, Bel Fuse, El.En, Reckon & Daktronics

This week's best investment ideas

Sep 22, 2023
∙ Paid

American Coastal Insurance Corp should be a 3-4x in 2-3 years

Long / US / $320m

This is an interesting one! American Coastal Insurance Corp (ACIC) is a P&C insurance carrier that exclusively insures certain properties against hurricanes and catastrophe risks in Florida. I know, sound’s bad…but wait!

ACIC dominates its niche and has captured 40% of TAM whi…

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