The North Sea producer is buying into Newfoundland offshore oil. The math is compelling. The liabilities are not nothing.
Day: October 6, 2026
Sandisk Earns $73 a Share. Its Forward Multiple Is 8.
Sandisk (SNDK) is one of the most profitable memory companies in the world right now, and the market is treating…
Genmab Just Proved Epcoritamab Belongs in Frontline DLBCL
Monday’s 11% jump in Genmab’s US ADR was not noise. It was the market correctly revaluing a company that just…
I called NVDA at $6 – Here’s what’s next…
October 6, 2026 Bonus Content: Caterpillar Hit $20.5 Billion in One Quarter. Power Generators Are Why. A note from our…
Elon’s suppliers: 1,400%, 6,695%
October 6, 2026 Bonus Content: Ithaca Energy’s $860m Canada Bet: Growth Engine or Liability Trap? A note from our friends…
Genmab Halved Progression Risk Without a Sales Force
Phase 3 EPCORE DLBCL-2 shows how partnerships can compound value
Your Money Is in the Bank – But Who Really Controls It?
October 6, 2026 Bonus Content: DraftKings Is Down 54% Over 12 Months. BofA Sees $800M in New Revenue. A note…
My biggest prediction yet?
October 6, 2026 Bonus Content: Goldman Sachs Reports in 7 Days. The Stock Is 23% Off Its High. A note…