Bayer’s Stroke Drug Approval Is Real. So Is the Gap It Has to Fill.
Sunharbo is first in a new class of blood thinners, but replacing Xarelto and absorbing litigation costs will take years.
The AI retirement mistake I don’t want you to make
A note from our friends at The Oxford Club(ad) Dear Reader, Mitt Romney reportedly turned...
Lyft Trades at 1x Revenue. The Acquirer Math Is Compelling.
With a roughly $6.3 billion market cap, 31.6 million active riders, and six AV partners tied to the platform, Lyft…
Strathcona Pays a 39% Premium for Oil Sands Barrels as WTI Falls
When oil sits near $91 and falling, paying a 39% cash premium for barrels in...
Gold Just Sat There For 5,000 Years
A note from our friends at Decentralized Masters(ad) Dear Reader, Physical gold has NEVER paid...
Siemens Energy Targets Triple Earnings by 2030. The Separation Makes It Cleaner.
A record €164bn backlog, ~€10bn of free cash flow guided for 2027, and a separation that sharpens the core business,…
Washington’s Gold Is Worth a Trillion.
A note from our friends at Newmont Capital_MP(ad) There is a monetary shift building that...
Anthropic Wanted $2 Trillion. Wall Street Is Offering Half That.
What the valuation reset on the AI lab's roadshow reveals about how professional investors are actually pricing artificial intelligence.
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...