Friday, September 4, 2026

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EVC Update

EVC reported a solid second quarter and outlook.

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…

What I Read This Week

Weekly reading list covers Agnico Eagle, Cameco, Dollar Tree, Meta, Braze and Apollo across mining, retail, AI and insurance.

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.