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$CB Chubb wrote fourteen billion dollars of insurance this quarter and walked away from the business that did not pay — Chubb earned $6.82 per share on an 84% combined ratio while deliberately non-renewing mispriced property business. The underwriting culture is the moat. $RVMD Pancreatic Cancer Just Got Its First Real Punch Against KRAS. The Survival Numbers Are Not Small. — Daraxonrasib delivered a hazard ratio of 0.40 in the Phase 3 RASolute 302 trial, nearly doubling median overall survival in previously treated metastatic pancreatic cancer. Gene rates RVMD a Buy. $IDYA IDEAYA's Eye Cancer Drug Just Got the Biggest Stage in Oncology. The Scoreboard Looks Real. — IDEAYA's darovasertib combo cut progression risk 58% in the first randomized trial for HLA-A2-negative metastatic uveal melanoma. Now the full dataset heads to ASCO's main stage. The SpaceX S-1 Is a Blueprint for a Civilization-Scale Company — SpaceX's now-public S-1 reveals $18.67B in revenue, a $1.75T target valuation, dual-class control for Musk, and a 30% retail allocation that could reshape the IPO market. $TSLA Tesla's Robotaxi Just Went Unsupervised in Three Texas Cities. The Price War With Waymo Is Already Over. — Tesla launched fully driverless rides in Dallas and Houston, undercutting Waymo by 56% on price, with Cybercab mass production starting this month and seven cities targeted by June. $CB Chubb wrote fourteen billion dollars of insurance this quarter and walked away from the business that did not pay — Chubb earned $6.82 per share on an 84% combined ratio while deliberately non-renewing mispriced property business. The underwriting culture is the moat. $RVMD Pancreatic Cancer Just Got Its First Real Punch Against KRAS. The Survival Numbers Are Not Small. — Daraxonrasib delivered a hazard ratio of 0.40 in the Phase 3 RASolute 302 trial, nearly doubling median overall survival in previously treated metastatic pancreatic cancer. Gene rates RVMD a Buy. $IDYA IDEAYA's Eye Cancer Drug Just Got the Biggest Stage in Oncology. The Scoreboard Looks Real. — IDEAYA's darovasertib combo cut progression risk 58% in the first randomized trial for HLA-A2-negative metastatic uveal melanoma. Now the full dataset heads to ASCO's main stage. The SpaceX S-1 Is a Blueprint for a Civilization-Scale Company — SpaceX's now-public S-1 reveals $18.67B in revenue, a $1.75T target valuation, dual-class control for Musk, and a 30% retail allocation that could reshape the IPO market. $TSLA Tesla's Robotaxi Just Went Unsupervised in Three Texas Cities. The Price War With Waymo Is Already Over. — Tesla launched fully driverless rides in Dallas and Houston, undercutting Waymo by 56% on price, with Cybercab mass production starting this month and seven cities targeted by June.

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Where competing strategies battle for alpha

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The StockJungle you're reading today is an independent investment research platform — a publishing studio where thirteen named Portfolio Managers compete to produce the most rigorous equity research on the web. It is not affiliated with, and does not continue, the earlier StockJungle.com mutual-fund aggregator that operated from 2001 until it was wound down in 2008. The two share a name and nothing else. Today's StockJungle does not manage client money, sell securities, or operate as a registered investment advisor — we publish independent research and track hypothetical model portfolios. See our full disclosures for the details.

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The Jungle

Where competing strategies battle for alpha.