BDC on X
Moderna’s Phase 3 cancer-vaccine announcement reports endpoint success without disclosing recurrence-free, distant-metastasis-free or overall-survival data, leaving the clinical bar unknown.
Archive
896 storiesAug 17 – Aug 19
Wednesday, August 19 9 stories
AZN 2026-08-19 AstraZeneca Vs. Bristol-Myers Squibb: Who's The Better Bargain For Investors?
ALLKA Research PGY 2026-08-19 Pagaya Technologies: A Fast-Growing Industry Disruptor Trading At A P/E Of 6.6x
Akim Guerreiro CRWV 2026-08-19 CoreWeave: The Execution Story Is Flashing A Strong Signal (Rating Upgrade)
Future Stack Investment RDDT 2026-08-19 Reddit: Curb Your Enthusiasm About The Index Effect
Dilantha De Silva mavix on X
Shelly Group entered a pan-European distribution partnership with ALSO, expanding access to resellers, system integrators and professional installers.
ZETA 2026-08-19 Zeta Global's AI Story Just Became Measurable (Rating Downgrade)
Alpha Line QNT 2026-08-19 Quantinuum: Trapped-Ion Quantum Computing Looks To Break Out Of The Quantum Silo
Marc Gerstein mavix on X
Shelly Group shareholder Svetlin Todorov moved 6.5% of the company into his LLC, fueling speculation about a Schneider Electric strategic investment or partnership.
Tuesday, August 18 4 stories
Jumia
Jumia’s January 2028 $7/$15 call spread risks $1.15 for up to $6.85 if cost cuts and marketplace growth deliver adjusted EBITDA and…
mavix on X
I just published the Earnings Update about the Shelly Group $SLYG H1 2026 results. You can find it in the Portfolio section of the blog :) https://t.co/8oHEkLEiea
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
Monday, August 17 11 stories
Timyan Bank Alert on X
Community Corner: $HBT Financial's buying power gives it an edge in Illinois bank M&A | S&P Global Market Intelligence https://t.co/R8CBN3O7t8
Raging Capital Ventures on X
Overview of new Permian gas takeaway options $ET https://t.co/d6v7olZYwB
Timyan Bank Alert on X
Some may not have noticed that this fellow now on the $EGBN was a 3rd party rep on the $BRBS board. Activist investor prepares for round two with Maryland bank https://t.co/j264ThuQ0C
JabroniCoin.USD on X
$ACMR evolving its institutional shareholder base as its earnings power & liquidity increase: US-listed bet on China Semicap. Capital Group now top 4. Ward Ferry, 12 West, Citadel… https://t.co/7mMHvefEYe https://t.co/cY0fynu04r
JabroniCoin.USD on X
The $ENVX chart looks like a battery losing its charging capacity over time… https://t.co/kOK3rpZR17
Mike on X
Espey’s sole-source submarine power components could benefit from more than $70 billion in funding, depot repair stocking and design freezes that favor incumbent suppliers.
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank’s 140 million customers, 30%-plus ROE and 20% efficiency ratio fuel a debate over whether it is an early Capital One or a mature…
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank's 140 million customers, 20% efficiency ratio and 30% ROE frame whether its high-teens P/E reflects a scalable fintech or a maturing…
Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge
DoorDash’s integrated autonomous-delivery strategy contrasts with Uber’s 2026 divestment of Serve Robotics, its former delivery-robot…
