Group 1 - The article discusses American Coastal (NASDAQ: ACIC) as a contrarian underwriter that focuses on carefully pricing highly perceived risks to achieve exceptional returns on equity [1] - The author expresses admiration for great investors and emphasizes a willingness to invest in companies at the right price, particularly in emerging markets [1] - The article highlights the importance of maintaining an investment journal to track past successes and learn from failures, promoting an owner-mindset while largely ignoring macro-environment noise [1] Group 2 - The author mentions being influenced by notable economists and their works, particularly highlighting the impact of the book 'Economics in One Lesson' on their economic thinking [1]
American Coastal: Well-Positioned For Continued Profitability