Short Sellers Charge Into Industrials, Exit Tech
Short interest moved sharply across both directions this week. FERG and FTV led a burst of new bearish positioning in industrials, while CRWV and...
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AFT Pharmaceuticals Pipeline Prescribes Upside
AFT Pharmaceuticals (AFT) hosted a forward-looking investor day highlighting its attractive R&D pipeline. In the meantime, AFT’s operating...
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Dr. Reddy's Laboratories (DRRD IN): Soft US Performance Drags Margin; New Launches to Bring Respite?
​Dr. Reddy's Laboratories sees 14% YoY profit growth in Q2FY26, but faces challenges with declining North America revenue impacting margins. Future...
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Primer: Haleon (HLN LN) - Sep 2025
Haleon is a global leader in consumer healthcare with a portfolio of world-class brands, well-positioned to capitalize on long-term growth...
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Weekly Update (CON, UNTC, KVUE, TSVT)
First, I sold out of Kenvue (KVUE) when the stock surged earlier this week. We locked in a nice 18% total return. Kenvue and its consumer...
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