The best photo for all Investment Thesis For those who may have missed, I wrote about James River (NASDAQ:JRVR) in March 2024, with a buy rating explaining why I think the valuation gap will close over time. Since then, the stock hasn't moved that much, up 9% or so since publication. As of today, I still remain bullish and recommend investors be patient with this name. Even though talks have paused between Global Indemnity, the value still lies there in plain sight and I think the market is still dramat ...