Friday, September 4, 2026

Back to today

From X

Sangamo Bankruptcy (SGMOQ)

Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…

TVAGF · long

Tva Group INC -cl B

TVA Group, a C$61 million market-cap Quebec French-language media company, is presented as a highly asymmetric long opportunity for…

A Mexican Blue Chip Bargain

Grupo Herdez, a MXN 15.2 billion Mexican food company, pairs dominant grocery brands with McCormick, Barilla and Hormel joint ventures.

Sarepta Risk and the FDA

Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.

Publications we follow

Every publication on this site, hand-picked.

108 publications

Newsletters 91

X accounts we follow

Every account on this site, hand-picked.

69 accounts

Investor letters we follow

78 firms

Sectors

Ordered by how often our editor reaches for them.