Weekly Update (MMED, MDT, ZD)
This week, Corteva and Vylor hosted their respective analyst days. Corteva also set the distribution ratio (1:1) for the spin-off...
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MDT/MMED Exchange Offer
I haven’t written up an idea for a while, and this is a fairly simple one. It isn’t going to make anybody rich, but it could be valuable for those...
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MiniMed Group (MMED US): Synthetic Expert Call Transcript (03 Sep 2026)
Medtronic’s $700 million strategic pivot into soft-tissue robotic surgery via the Cornerstone Robotics partnership and the Hugo RAS platform was...
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MiniMed Group, Inc. (MMED): Post 180-Days, From Nearly 50% Below IPO to a New Post-IPO High
The company has turned around and is now trading well-above issue price after its IPO originally priced and opened below original targets.
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Weekly Update (IAC/MGM, OCTV, HOH.V)
Healthcare’s relative performance to the S&P 500 is at a historic low. According to Bank of America, the sector’s relative forward P/E now sits at...
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