Trisura: A Deeper Dive

This is a more detailed analysis of a small Canadian insurer that has delivered 500% return for me

I recently published “Trisura: A Quarter That Impressed the Market More Than Me”. However, there was too little in it beyond my immediate impressions about the quarterly results and earnings call. This follow-up takes a broader view of the situation, assessing the company’s valuation and potential future scenarios. I think I owe it to my readers who hold Trisura (TSU in Toronto, TRRSF in the US). It should be read as a continuation of the previous post.