Thursday, December 11
Everything we published on this day.
3 stories
So $LULU finally fires CEO, which is why the stock is up. I get that. We've been making the 'fire Calvin' call for over a year. But what the market misses here is that new CEO will have to re-base numbers by at least 30%. That sends the stock closer to $100. We shorted it at $470, and are staying put.
Veeva’s AI tools for pharmacovigilance case processing and trial-document management target more than $1 billion of potential revenue,…
QXO, Brad Jacobs’ building-materials distributor roll-up, targets rapid acquisitions and a $50 billion revenue run rate by 2032.
