Best Ideas of 2025
The range of ideas is broad. The smallest market cap is a $15MM Canadian micro-cap that is trading below its net cash, and the largest is an $25BN...
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Weekly Update (LION, STRZ, MEDXF, UNTC, TRAX)
Small caps have spent four-plus years trapped below their November 2021 peak while large caps ran the show. That changed this week...
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Weekly Update (LBTYA, MEDXF, APTV/CGNT)
In late May, Hexagon AB (Nasdaq Stockholm: HEXA B) will spin-off its software business, Octave Intelligence. Octave (represents ~25% of total...
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Weekly Update (ANGI, MEDXF, RNA)
Novartis (NVS) has agreed to acquire Avidity Biosciences (RNA) in the first half of 2026. As part of the transaction, Novartis will acquire...
336 Views
Weekly Update (VSNT, NLOP, MEDXF )
Comcast (CMCSA) plans to spin off its cable networks business, Versant (VSNT) in early 2026, with regular-way trading expected to begin on January...
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