Jeremy Raper discusses POSaBIT $POSAF

Jeremy Raper discusses POSaBIT $POSAF

Andrew WalkerAndrew Walker

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Alex Roepers on two deep-value special situations: $DCH and $NOMD

Alex Roepers of Atlantic Investment Management lays out two deeply cheap special situations: Dauch (DCH) and Nomad Foods (NOMD). In both, management is sending "dark arts" signals (an aggressive CEO payout struck well above the current price, heavy insider buying) that point to a ...  Show more

 . 53min 24sec
Adam May on $ABVX's blowout data and subsequent stock crash

Abivax posted maybe the best ulcerative colitis data anyone's seen, then crashed 60% on a cancer signal Adam May argues is statistical noise. We dig into whether $ABVX is now a mispriced takeout: the maintenance efficacy that beat Rinvoq, how the scary "seven cancer cases" collap ...  Show more

 . 1h 13min

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