ACAD Fell 22% on a Trial Miss. The Business Is Different.
Monday was brutal for ACADIA Pharmaceuticals. ACAD sank 22.28% as investors revisited remlifanserin’s miss in...
Not Tesla. Not SpaceX. Silver.
A note from our friends at Behind the Markets(ad) Dear Friend, I’m giving you a...
Vodafone’s German Problem Is Now a €4.85 Billion Impairment
Revenue rose 11.4% and guidance was upgraded, but the dividend’s safety ultimately depends on whether Germany stops destroying value.
This $5 Stock Could Hit $50 by January This “Musk Target” to 10X By January 1st?
A note from our friends at The Oxford Club(ad) Dear reader, This stock trades for...
Boeing Is Down 32% From Its High. The Factory Must Match Demand.
Avolon just placed a record lessor order for 140 jets. Boeing’s October deliveries fell from September. That gap is the…
Boeing Got a Record Order and Still Can’t Keep Up
Two numbers landed in the same week and they point in opposite directions. On November...
The Shocking Truth about the AI Bubble
A note from our friends at The Oxford Club(ad) The Shocking Truth about the AI...
monday.com Reports Into the Quarter It Warned About
With 16-17% growth guided, today's Q3 report tests AI credits
150 years ago, they built a secret Europe…
A note from our friends at The Agora Companies(ad) Back in the 1860s, settlers from...
Nu Holdings’ Loan Book Is What Thursday’s Report Is Really About
With MELI punished 12% for margin compression last week, Nu's credit quality numbers will decide whether LatAm growth stocks can…