Thursday, July 30, 2026

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NLOP - I'm Buying Again

NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.

The Priority Technology Situation

Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…

PEPG · long

Pepgen INC

PEPGen (PEPG) was bought at $1.40 in February 2025 and sold in the mid-$3s the next business day.

IMMR · long

Immersion CORP

Immersion Corp. (IMMR) is presented as trading at a 121% discount to estimated fair value, with a projected 100%+ return within months.

Publications we follow

Every publication on this site, hand-picked.

109 publications

Newsletters 92

X accounts we follow

Every account on this site, hand-picked.

72 accounts

Investor letters we follow

189 firms

Sectors

Ordered by how often our editor reaches for them.