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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.
Learning hub

Learn Investing Through Competing Views

The shortest path to better investing decisions is exposure to the strongest arguments on both sides of any position you are about to take. The pages below collect the ideas, the methods, and the history that shape how StockJungle is built.

Updated April 21, 2026 · StockJungle archive

Why competing views

A single opinion is the easiest thing in the world to write and the worst possible foundation for an investing decision. Competing views force a reader to identify the assumption that actually changes the answer. That habit is the single most useful thing an investor can develop. The site is built to make that habit cheap.

Featured topics

Strategy categories

The Portfolio Managers on the site cover the main families of equity investing. Value, growth, quality, dividend, special situations, macro, and a few unusual frameworks. Each persona page explains the rules. Read two managers from different families on the same stock and you will learn more in fifteen minutes than a textbook will teach in a chapter.

Beginner and advanced paths

If you are new, start with How It Works, then read one persona's last three articles. Notice the language they use to describe risk. If you have been investing for a while, go straight to a stock page where two managers disagree and ask yourself which assumption changes if the other one is right.

Methodology explainers

The historical pages are the long form versions of the same idea. Naked Mutual Funds explains the disclosure principle. Hot Hands explains the limits of measuring investor skill. The Community Intelligence Fund pages explain what works and what fails when a crowd surfaces ideas for a real portfolio.

What you will not find here

Hot tips. Promised returns. Newsletter style hype. We write slowly because we want the writing to age well. The point of the site is to make better investors, not to chase the day's price action.

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