Sunday, July 12

Sunday, July 12, 2026

Everything we published on this day.

4 stories

BNTC · long

Benitec Biopharma's BB-301 gene therapy is in a Phase 1b/2a trial for an ultra-rare muscular dystrophy.

Value Investors Club Jul 12

EPM · long

Evolution Petroleum (EPM) is presented as a long position.

Value Investors Club Jul 12 1 click

Salesforce's 8.62x forward cash flow valuation discounts AI seat cannibalization, while Agentforce, Data 360 and MuleSoft aim to retain…

Modern Value Investing Jul 12

Meta and Microsoft are framed as mega-cap opportunities based on business quality and valuation.

Capitalist Letters Jul 12