Novavax Rose 22%. Read the Royalty Contract First.
Hey there, bargain hunter. Novavax jumped 22% on Monday and the headline writes itself: Sanofi is expanding Nuvaxovid availability beyond…
Your Book Is Inside
October 6, 2026 Bonus Content: Ithaca Energy Pays $860m to Leave the North Sea Tax Trap A note from our…
DraftKings Is Down 54% Over 12 Months. BofA Sees $800M in New Revenue.
Bank of America upgraded DraftKings to Buy Monday, saying prediction markets could add to the sportsbook, not replace it.
This Startup Is Growing 23X Faster Than Nvidia
October 6, 2026 Bonus Content: Lamb Weston Is Down 35% From Its High. Are the Fries Business Cheap or Just…
WEC Energy’s Nuclear Deal Shows Utilities Can Grow
Oracle absorbing $300 million in Point Beach fuel costs is proof regulated utilities are no longer just income plays.
BT Just Bought 2.5 Million Broadband Customers for £400m. Here Is the Catch.
Hey there, bargain hunter. This morning BT Group landed what looks, on one number, like the cheapest customer acquisition in…
One Nasdaq Offers Investors More Than One Way into America’s Next Tech Boom
October 5, 2026 Bonus Content: IG Group Lost a Quarter of Its Value. The Retention Problem Is Theirs Alone. A…
Tesla Beat Deliveries. Oct. 21 Is About Something Else.
The car numbers topped estimates. Investors will ask about Robotaxi, Optimus, and whether higher capex is working.
Since 2000, Gold Is up 1,395%. The S&P Is up 425%.
October 5, 2026 Bonus Content: AkzoNobel Sold Its Southeast Asia Paints Business for $1.35bn. Was That the Right Price? A…
Amazon Is Paying $1B to Keep Towns From Blocking Data Centers
Hey there, bargain hunter. Amazon just created a new line item that nobody had in their model, and the question…