Laughing Water Capital on X
AnaptysBio’s contract-law position against GSK could preserve Delaware’s longstanding approach to contractual disputes.
Archive
1280 storiesJul 9 – Jul 14
Tuesday, July 14 8 stories
Laughing Water Capital on X
GSK’s position in the ANAB dispute could let acquirers disavow a purchased subsidiary’s obligations, a result characterized as catastrophic for Delaware contract law.
PAA Research on X
Hayward has held a $12 to $16 ascending trading channel for three years despite Pentair's blowup, sustaining a healthy valuation multiple.
Timyan Bank Alert on X
Big banks get second-quarter rocket fuel from SpaceX IPO $JPM $GS $BAC https://t.co/9HCoab65LR
marginofdanger on X
If a company is OTC listed and consistently reducing its share count, it seems like a high percentage of the time, it works out well... $MCEM $WEBC $APTL $FMBL $BWEL(?)
WhatsApp's New Era
WhatsApp named CRED founder Kunal Shah to replace Will Cathcart after Meta bought a 20% CRED stake for $900 million, signaling a push to…
$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…
$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
CBIZ's proposed shift from buybacks to equity-funded bolt-on M&A targets renewed revenue compounding after the $2.3 billion Marcum deal and…
Monday, July 13 7 stories
Fierce_beast on X
$MORN? https://t.co/pksTLRmJoS
Tim Eriksen on X
Solitron Devices $SODI reported fiscal Q1 results today. Revenue and earnings higher. Link to PR https://t.co/7dqZ6WwENP
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?
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…
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
Saturday, July 11 2 stories
Matan on Stitch Fix
Stitch Fix’s rushed Freestyle pivot cannibalized its profitable Fix business, driving active clients below 3.4 million, quarterly revenue…
Under The Hood - Sprouts Farmers Market, Inc.
Sprouts Farmers Market’s 483-store fresh-food format combines dedicated distribution, curated assortments and long-built site selection,…
Friday, July 10 5 stories
Ian Bezek on X
Citigroup $C ... is it a credit card issuer or an investment bank/broker? I think the market's making the wrong call here, but I could be mistaken. https://t.co/SlQxPnmuGc
Nat Stewart on X
@calleymeans @SecKennedy Seems like a tailwind for Lifeway $LWAY
Meta On the Offense!
Meta’s Muse Spark 1.1 targets agentic enterprise work, backed by employee workflow data and 3,000 engineers building reinforcement-learning…
$50M Cash, No Debt, 0.74x Book: A Deep-Value Machine Tool Setup
A debt-free machine tool company with $50 million in cash trades at 0.74 times book value and below net current asset value.
U-Haul Bought at the Top
U-Haul’s pandemic-era fleet purchases at inflated prices now drive higher depreciation and disposal losses as truck and van prices…
