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Newmont Corporation: When Gold Is at Record Highs, the Rest Works Itself Out
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Apr 5, 2026
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Gilead Sciences: The Company That Cured Its Way Into a Corner and Bought Its Way Out
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Apr 4, 2026
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Tesla: The Most Important Variable Isn’t on the Balance Sheet
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Apr 3, 2026
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Duolingo: An 82% Crash, a $1 Billion Business, and a Bet on 100 Million Daily Learners
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Apr 2, 2026
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SoFi Technologies: Fast Growth, Real Bank, Open Questions
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Apr 1, 2026
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Ocean Power Technologies: Four Decades of Almost Getting There
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Mar 30, 2026
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Lumen Technologies: 340,000 Miles of Fiber Looking for a Second Act
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Mar 29, 2026
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Corcept Therapeutics: Lifyorli Approved Four Months Early
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Mar 25, 2026
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Celsius Holdings: Three Brands, One Relationship That Has to Hold
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Mar 24, 2026
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GitLab: The Platform Bet Against Microsoft
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Mar 24, 2026
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Novo Nordisk: The Most Profitable Drug in History and the Race to Replace It
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Mar 23, 2026
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Organon & Co: A Pharma Company in a Race Against Its Own Balance Sheet
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Mar 23, 2026
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IP Strategy Holdings: A Craft Distiller That Bet Everything on a Crypto Token
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Mar 22, 2026
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Corcept Therapeutics: A Single-Drug Cash Machine With a Four-Drug Pipeline
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Mar 21, 2026
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Radnostix: The Catalyst That Didn’t Close
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Mar 19, 2026
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Figma: 41% Revenue Growth and the Dilution That Comes With It
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Mar 18, 2026
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Ardelyx: A Deep Dive Into the Only NHE3 Inhibitor on the Market
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Mar 16, 2026
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CVS Health: Breaking Down the Vertical Integration Strategy
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Mar 15, 2026
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Enservco Corporation: A Hot Oiling Company Going Cold
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Mar 14, 2026
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Nine Energy Service: Post-Emergence Update
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Mar 14, 2026
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Baxter International: The Near-Monopoly Business Inside a Broken Balance Sheet
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Mar 13, 2026
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SentinelOne: AI-Native Cybersecurity at a Crossroads
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Mar 12, 2026
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BriaCell Therapeutics: A Cash-Value Biotech With a Phase 3 Cancer Vaccine Readout Months Away
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Mar 10, 2026
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Veeva Systems: The Company That Built on Salesforce and Then Had to Leave
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Mar 9, 2026
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ProKidney: Breaking Down the Only Phase 3 Cell Therapy for Kidney Disease
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Mar 7, 2026
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Nine Energy Service: What Happened, What’s Next, and What the New Stock Is Worth
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Mar 6, 2026
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Black Rifle Coffee: A Strong Brand Buried Under Its Own Cost Structure
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Mar 4, 2026
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Conduent: The More You Dig, the Harder It Gets
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Mar 4, 2026
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Keurig Dr Pepper’s Separation Into Two Companies: The Deal, the Financing, and a Valuation
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Feb 28, 2026
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ZoomInfo: Breaking Down the $1B Buyback
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Feb 10, 2026
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Radnostix Inc
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Jan 6, 2026
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SentinelOne - Comprehensive Investment Analysis
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Dec 15, 2025
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ProKidney Corp
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Aug 21, 2025
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Vera Therapeutics, Inc
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Aug 21, 2025
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Lineage Cell Therapeutics Inc Q4 Update
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Mar 10, 2025
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Organon & Co
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Mar 9, 2025
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Abbott Laboratories - Brand Breakdown
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Mar 8, 2025
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WBA Deal Breakdown
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Mar 6, 2025
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Lineage Cell Therapeutics Inc
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Mar 4, 2025
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