NI
Nico van D.@nico_the_analyst·Bullish
dsy holding above 250 is decent given the macro noise. worth noting the embedded value grew to 48.6bn last report, that's real cash generation not just premiums. life insurers globally getting hammered but discovery's got the vitality angle which most competitors don't. fwiw if rates stay elevated this could grind sideways for a while, but the underlying earnings power is there.