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From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

MANE $4.8B

Cestrian Capital Research 2h ago 2 clicks

8h ago HEI $43B

Heico Corporation

D Invests 4 clicks

8h ago NOC $68B

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Cestrian Capital Research 2 clicks

From X

@John_Hempton Aug 28

John_Hempton on X

@420yooper69AMC Agree. Apes should buy more $AMC

@orrdavid Aug 28 2 clicks

David Orr on X

@taobanker $LULU's quality drop was like a bit worse every year, kind of hard to notice. And then all of a sudden...

@stockgutter Aug 28

SG on X

$FLR share count reduction is impressive. Another year or two at this clip could really transform the capital structure. https://t.co/H0a7syQHHb

@ToddWenning Aug 28

Todd Wenning on X

My comment was tongue in cheek. I and my firm own $CPRT, but I also regularly use self-driving. I agree that more AVs are good for society overall. That said, salvage businesses will never be a zero because there will always be damaged cars that need to be repurposed. I’m optimistic on AVs but the massive impacts are still well out in the future.

@AsifSuria Aug 28

Asif Suria on X

The empire building at the Honeywell spinoff Solstice $SOLS came to an abrupt stop even before it started. In a highly unusual move, Solstice and Element Solutions $ESI decided to call off their merger. What makes this move particularly unusual is that neither party will have to pay a termination fee. In the words of Solstice Chairman Rajeev Gautam: "Following conversations with our shareholders and discussions between the parties, both Boards unanimously believe that it is in the best interests of our respective shareholders, employees and customers to terminate the merger agreement" The spread on this deal was as high as 9.13% at the end of last month. Solstice was up after hours yesterday on this news and is likely to post gains during the regular trading session today not just because shareholders are relieved this merger is over. Considering this was a cash plus stock deal with a majority of the payout in stock of Solstice, any arbs that want to unwind this trade will now have to buy shares of Solstice to close out the short leg of their merger arbitrage trade. This is one of the reasons I avoid "all stock" or "cash plus stock deals". You could end up getting hit on both sides of the trade when the stock of the target drops and the stock of the acquiring company spikes on deal termination. In this case, the premium paid for $ESI was about 15% and instead of the stock going up when the deal was announced, it actually fell due to the big drop in Solstice's stock. So we might not see a large drop in Element Solutions and it is possible it might even go up.

@ACapitalLP Aug 28

A Capital on X

Nice $KLAR https://t.co/LhIrLh39ES

@leevalueroach Aug 28

Lee Roach on X

Well looks like I’m going to get another chance to buy PayPal $PYPL as the market losses its entire ass because the buy out fell through. Back of envelope math here is $42.6 billion EV on $6 billion of free cash flow is a 14% free cash flow yield. Not bad! Growth hogs will piss their pants and cry about how there’s little growth.

@kab604 Aug 28

kab60 on X

Hey fuckers, there's a better option around, and you can have it for cheap $GPN https://t.co/Ao4JowHEsG

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Monte Investments Market Brief Vol. CXXXII

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IWA Research 12h ago 2 clicks

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Atrium Research - Equity Research 22h ago 4 clicks

WD #360: New Trade, Recent Market Action, Brazil/Inter Update

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Ian’s Insider Corner 22h ago 12 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Preview - Accumulate Rating, Zones And Stop Inside

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Cestrian Capital Research 26h ago 4 clicks

Nebius: The Pullback Strengthens The Case For An AI Infrastructure Champion

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Salix Research 27h ago 10 clicks

AppLovin Deep Dive

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Speedwell Memos 28h ago 47 clicks

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Latticework by MOI Global 37h ago 29 clicks

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Michael Fitzsimmons 39h ago 4 clicks

Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)

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Open Insights 39h ago 12 clicks

Undercovered Dozen: Hess Midstream, Iovance Biotherapeutics, Netlist, And More

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The Undercovered Dozen 45h ago 15 clicks

Zscaler CEO and CFO: We have the opportunity of a lifetime

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The Technology Letter 46h ago 5 clicks

What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens

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Hunterbrook Oct 18 22 clicks

Semtech Analyst Day Review

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CV's Substack Oct 17 13 clicks

DigitalOcean CEO: ‘We are not going to be extraordinarily leveraged like some others’

DigitalOcean’s CEO says the cloud company will not take on extraordinary leverage to fund its AI push.

DOCN $13B

The Technology Letter Oct 17 23 clicks

Expert Call | Q3 2026 Optical Components Market Dynamics, Vendor Market Share, & 2027 Growth Outlook

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P Equity Research Oct 17 14 clicks

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JR Research Oct 17 12 clicks

SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate

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