Amazon Is the Hedge Fund Consensus. Here Is What the Numbers Say.
Viking Global tripled its stake. Renaissance added $546M. Q2 13F filings show Amazon as a major accumulation story heading into Q4.
Check your 401(k) statement for this
October 4, 2026 Bonus Content: Nvidia Wants Lenders to Trust a Chip They Can’t Value A note from our friends…
Valero Reports October 22. Margins Surged. The Stock Hasn’t Caught Up.
Q2 adjusted EPS of $12.54 beat estimates by about 24%, renewable diesel swung to a $717 million profit, and Q3 consensus is around $18 per share. VLO trades at about 17 times trailing earnings.
China’s chokehold ends here (Elon’s next target?)
October 4, 2026 Bonus Content: Gold ETF Buyers Are Staying. The Price Isn’t Following. A note from our friends at…
onsemi Paid $1.3 Billion Less for Synaptics. That’s the Point.
The revised deal shifts to cash, adds earnings on day one, and a rival bid confirms what these assets are worth.
Novartis Paid $575 Million for a Chinese mRNA Drug. That Tells You Everything About Big Pharma’s R&D Crisis.
The question circulating in investment committees this week is not really about mRNA. It is about whether the largest pharmaceutical…
Berkshire’s hidden project?
A note from our friends at MarketWise(ad) Editor’s Note: For nearly two decades, Whitney Tilson managed money for wealthy investors…
Novartis Paid $575 Million for a Chinese mRNA Drug. That Tells You Everything About Big Pharma’s R&D Crisis.
The Abogen deal is not a one-off bet. It signals China’s R&D edge.
Write Down This Ticker Today…
October 3, 2026 Bonus Content: The COBOL Goldrush Is Minting New Winners, and Crushing IBM A note from our friends…
Frankfurt Has a Problem
October 2, 2026 Frankfurt Has a Problem. Euro inflation just beat every forecast. December is no longer a formality. The…