Archive - Karst Research

May 2025

Portfolio Performance and Rest of Year

Brief portfolio YTD performance update.

May 23 •

April 2025

Public IPO Price (April 2024): $19.00 Current Price: $38.96 Market Cap: $2.8 billion. Revenue growth 28%. ROE 25%.

Apr 15 •

Phosphate Mine Opportunity

Small cap phosphate mine trading a discount to peers, 3.2x LTM P/E , and desirable asset in a tier 1 jurisdiction and expanding mine life.

Apr 15 •

Center for Medicare and Medicaid Services Final Rule and ACA Proposed Rule

Medicare Final Rule | Patient Protection and Affordable Care Act; Marketplace Integrity and Affordability Proposed Rule.

Apr 3 •

March 2025

Baldwin Group Update

Brief FY 2024 Commentary

Mar 21 •

Hamilton Insurance Group

Mar 10 •

January 2025

Key Trends and Challenges in Managed Care: MCOs, Medicaid, ACA, and Market Dynamics

Major Events & Themes - Past, Present, and Future

Jan 8 •

November 2024

Self Funding & Medical/Rx Stop Loss

Nov 3, 2024 •

September 2024

Insurance Wholesaling

What is it, why does it exist?

Sep 22, 2024 •

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