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.
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Paradis on X
*SPACEX 3Q REVENUE GREW 161% YEAR-OVER-YEAR *SPACEX 3Q AI REVENUE $7.56B, EST. $6.3B *SPACEX 3Q ADJ. EBITDA $8.81B, EST. $6.59B *SPACEX 3Q NET INCOME $4.40B, EST. $1.88B *SPACEX 3Q CAPEX $19.59B, EST. $19.6B $SPCX
Broken Moats on X
$V....this is the disruption in play https://t.co/xTfhbGcXxh
Calvin Blissett on X
@friedoystercult @grok how much is the $HHS deal with STARR going to increase % of current the outstanding shares of $STRRP the 10% preferred with a $10 liquidation
Calvin Blissett on X
$HHS, Party A proposed all cash $4.6. S4 filed by STARR, $15m needed, Texas Capital provided letter of confidence to give it (For STARR current $5 offer and who I think is closing). Reaffirmed Q4 2026 close. 19% gross spread, 76% IRR. Just smushed the buy button at $4.2
Timyan Bank Alert on X
"We're going to be drinking WhistlePig and having a tent party out front here when we get final resolution," Allison said. "I think it's close, close enough I can smell the whiskey” $HOMB https://t.co/UqckCw2BMx
Paradis on X
@m_lepl These have been my only AI dip buys recently. $NBIS hot on the radar though - sell-off looks way way way overdone. https://t.co/ZQU20lbOSw
SG on X
looks like we'll get a second Chaince to take a swing at $CD. Probably early. https://t.co/b2AB1N98lR
SG on X
@DeepSailCapital inexplicable short at these levels imo, and I say this as someone who shorted $HTZ earlier this year during the $CAR analog runup
Investor Letters
All letters- CrossingBridge Advisors Q3 2026
- Cedar Creek Partners 2026 Third Quarter MMY $186MEXCE $1.2B
- Dodge & Cox Stock Fund Third Quarter 2026
- Artisan Partners 3Q 2026
- Blue Tower Asset Management third quarter 2026 ENVA $4.5BSKHY $701B
- The London Company 3Q2026 CCC $4.5BDECK $12B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 AGX $4.9BBE $70B
- Ophir Asset Management September 2026
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