Insurance U.S. Community
Our community narratives are driven by numbers and valuation.
Insurance U.S. Investing Ideas
Oscar Health
94.5% undervalued intrinsic discount
7/8/26 — Oscar Health: Trading 95.4% below Fair Value with +2070.2% Upside Potential
View narrativeJ_
Updated 8 Aug
Ategrity Specialty Insurance Company Holdings
5.7% undervalued intrinsic discount
ASIC is a technology-differentiated E&S insurer compounding book value with a structurally improving combined ratio
View narrativeMR
Updated 13 Aug
Mercury General
Fairly Valued intrinsic discount
Is Mercury General a Buffett-Style Undervalued Insurer?
View narrativeFP
Published 22 Feb
American Integrity Insurance Group
29.7% undervalued intrinsic discount
Priced for worse weather, but undervalued even for a high hurricane season
View narrativeKA
Published 18 Mar
Lemonade
Fairly Valued intrinsic discount
The Reinsurance Transition Is Doing The Growth
View narrativeRC
Published 5 Aug
Palomar Holdings
76.1% undervalued intrinsic discount
Steady Growth in Specialty Insurance with Capital Discipline
View narrativeWI
Published 11 Aug 2025
Lemonade
37.0% undervalued intrinsic discount
Q3 24 Report Gives Hope for Long-Term Turnaround
View narrativeVI
Published 22 Nov 2024
Arthur J. Gallagher
49.8% undervalued intrinsic discount
Strategic Acquisitions Poised to Drive Share Price Growth
View narrativeLO
Published 19 Dec 2024
Progressive
45.6% undervalued intrinsic discount
PGR: Pricing Flexibility and First-Mover Telematics Innovation Offers Steady Growth and Competition
View narrativeWA
Updated 16 Oct 2024
