Ian Bezek on X
Recent Fundsmith sale $INTU +7% today. Recent Fundsmith buy $APP -11% today. Did Terry Smith just mark the bottom for quality and top for momentum?
Monday, July 13
Monday, July 13, 2026
Everything we published on this day.
6 stories
Tim Eriksen on X
Solitron Devices $SODI reported fiscal Q1 results today. Revenue and earnings higher. Link to PR https://t.co/7dqZ6WwENP
marginofdanger on X
MLP was sold despite substantial asset value, as delayed monetization, high realization costs and Steve Case’s margin loans weakened the thesis.
Timyan Bank Alert on X
First Hawaiian, $FHB to Acquire TriCo Bancshares $TCBK and Provide Preliminary 2026 Second Quarter Results https://t.co/nZns7KFCWt
mavix on X
Shelly Group $SLYG published preliminary revenues for H1 2026 of EUR 68.3 million (+27% yoy). Cash increased by 62% qoq and by 72% yoy supported by continued normalization of trade receivables. Full results will be published on August 12. https://t.co/KSvQWpLZQd
Defending the Enterprise Castle from the Model Layer
Microsoft urges enterprises to keep AI memory, evaluations and orchestration inside their tenant boundary, making frontier models…
