Datadog Grew 35% and the Market Sent It Down 18%. That Gap Is the Story.
Two observability stocks fell hard in two days. The committee question is whether this is structural.
This SpaceX stock could have nearly tripled your money
A note from our friends at Traders Agency(ad) On March 20, Ross Givens recommended a little-known “SpaceX stock”… A stock…
Healthcare Stocks Are Up About 20%. The ACA Vote Is in the Price.
Democrats won Congress Tuesday, but Trump’s veto pen means hospitals and managed-care names may have already priced in the best-case scenario.
Retire in LUXURY on Social Security?
November 4, 2026 Bonus Content: Coinbase Earned $719M. Almost None Came From Trading. A note from our friends at The…
Novo Nordisk Just Beat Again. The Stock Still Trades at 10x Earnings.
Wegovy pill sales hit DKK 5.394B today. The valuation gap is hard to ignore.
Keurig Dr Pepper Split: Which Company Do You Want to Own?
With the separation into two independent businesses targeted for early 2027, investors need to decide whether they want the beverages or the coffee.
Your latte has a longer name
November 3, 2026 Bonus Content: ISM at 55.5 and $800B in Q1 Borrowing Put the 2-Year in Focus A note…
Fiserv Reports Today at Half Its Historical Multiple. PE Set a Payments Bar.
The Global Payments buyout bid sets a benchmark. Applied to Fiserv, the numbers look striking.
Marriott’s Fee Model Is the Real Test in a Regional Collapse
A 43% Middle East RevPAR drop shows what an asset-light model is built for.
London Stock Exchange just joined this crypto
A note from our friends at Crypto 101(ad) Dear Investor, Here’s a list worth reading slowly. a16z crypto. The London…