$ACIC Double Down
Exploring and Modelling Risk
My friend and I have spent a lot of time understanding the following points which we had not covered in the original pitch:
High Reinsurance Capacity with low Attachment Points
Dynamic Rate Adjustability in Response to Reinsurance Market Trends
Strategic Risk Mitigation through Quota Share with Reinsurers
Equity Offering: is it dilutive or accretive?
Hurricane Risk modelled
Current Hard Market Conditions
Our further cemented confidence in American Coastal’s management
New MGA
We would also like to thank Jon of Sohra Peak Capital immensely for his research on American Coastal which has both enabled us and inspired us to pursue further research. We are also extremely grateful to Jon for having taken the time out on multiple occasions to talk to us or answer our questions.
Update (2/19/2024):
Attached, you will find an updated version of the same double-down note published earlier.
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Thank you very much for sharing your research.