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…
Booking Holdings Reports After the Close. Travel’s Asset-Light Test
Airlines paid for fuel and hotels took the occupancy hit. Booking owned neither.
GE Vernova’s $197 Billion Backlog Makes a $9 Billion Deal Look Manageable
Orders jumped 96% in Q3, guidance rose, and Trench targets a key grid bottleneck.