Our community narratives are driven by numbers and valuation.
Main Driver of Recent Growth Palomar has delivered standout performance, with earnings growing ~61% YoY and revenue rising ~53% YoY , underscoring exceptional underwriting execution and demand momentum in specialty lines. How Catalysts Support the Trend Strong Q2 2025 results further reinforce momentum: revenue up 55% YoY and net income up 81% YoY ; earnings and revenues beat analyst expectations by ~16% and ~5% respectively.Read more

Merlin Propiertis is a Spanish REIT with 4 lines of business: 1. Bureaux 2.Read more

It's just a car company. Level 4 autonomy is not going to be achieved for now while Elon Musk continuously insinuates that Level 5 autonomy will be available soon.Read more
RIO strategy At a high level, RIO’s growth strategy is to diversify away from Iron ore into in-demand commodities. Specifically, copper, aluminum and lithium.Read more
Narrative for Berger Paints Jamaica Limited (BRG) Berger Paints Jamaica Limited (BRG) is a leading player in the Jamaican and regional coatings industry, with a strong legacy spanning over 72 years. The company has demonstrated resilience and adaptability through strategic investments, operational improvements, and product innovation.Read more
It sounds like Cybin (CYBN) is gaining serious traction in the psychedelic therapy space! Guggenheim’s $35 price target is pretty aggressive, considering the stock is currently trading at a fraction of that.Read more
March Madness is here, or so they say on the basketball courts. But Marchs madness is slowly moving off to more than just the courts.Read more
If European NATO members would raise their military spending to ~3% of their GDP, this would mean a combined yearly spending of over 500b€. Rheinmetall management assumed on 12th March 2025 that 20% to 25% of the entire military spending could be spent with Rheinmetall.Read more
I think that Pfizer has a strong pipeline. The aquisition of seagen added many new oncology products that will continue to grow by 14% partially offseting the decline on sales of the covid-19 vaccines.Read more