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…

GPK · long

Graphic Packaging Holding CO

Graphic Packaging (GPK) is pitched as a long with $22 fair value, implying roughly 100% upside, based on its low-cost paper-based packaging…

RI(N)sing higher

RIN prices near all-time highs reflect tighter renewable-fuel mandates, a shrinking credit bank, and biodiesel production shortfalls.

On Holdings: Maintaining Pace

On Holdings expects roughly CHF 3.5 billion in FY26 revenue as running shoes drive growth, while APAC exceeds 20% of sales and apparel…

Clear the DEC?

Diversified Energy (DEC) has paid $21.84 per share in dividends since June 2017 and trades at $13.35 amid a bullish U.S.

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.

68 accounts

Investor letters we follow

78 firms

Sectors

Ordered by how often our editor reaches for them.