Ryan Specialty Holdings RYANRyan Specialty Holdings, Inc. Class ABATS:RYANSimeonNikolaev-investRyan Specialty Holdings (RYAN$) continues to demonstrate why it’s a premium play in the financial sector. With an elite Gross Margin of 92.1% and a robust ROE of 22.4%, it clears the most difficult fundamental hurdles. While current revenue growth (24.5%) sits slightly below my aggressive 30% benchmark, the company’s capital-light model and strong FCF generation make it a safe harbor in a volatile market. Trading at a modest 15% discount to its DCF fair value, RYAN$ is a classic 'Quality at a Reasonable Price' (GARP) story. Institutional ownership remains rock-solid at 88%, though the lack of recent aggressive insider buying suggests a consolidation phase. For investors seeking high-margin stability over hyper-speculation, RYAN$ remains a top-tier candidate.