Damaged Biotech, Hidden Strategic Options

Repare Therapeutics (PRTX) ($60MM market cap) is a clinical-stage oncology firm which by a collection of…

Some hyperlinks 10/2025 | worth and alternative

After 60 years operating Berkshire, Warren Buffett introduced that he’ll retire by the top of the…

Fast updates: Robertet Annual outcomes, DCC Healthcare sale & Eurokai 2024 outcomes (together with some nerdy EPS changes)

Robertet After including Robertet to my “collector’s nook” a number of weeks in the past, Robertet…

Some hyperlinks 09/2025

The Bain Non-public Fairness Report and the corresponding materials is a should learn for anybody within…

Consultorio Bursátil – Abril 2025 (Worth Investing FM)

Consultorio bursátil de abril de 2025 en el que Adrián Godás y Paco Lodeiro respondemos a…

The 4 Ranges of Rationality: A Information for Buyers from Charlie Munger

For those who’ve been an investor lengthy sufficient, you’ve most likely heard somebody say, “Be rational.”…

Efficiency evaluate Q1 2025 – Remark: “Negotiation techniques & Achilles Heel”

Within the first 3 months of 2025, the Worth & Alternative portfolio gained  +0,9% (together with…

Letter to A Younger Investor #10: The Most Essential Factor That Counts in Investing

A fast announcement earlier than I start right now’s submit – I’m internet hosting a brand new…

Clark Road Worth: Elevation Oncology: Damaged Biotech, Barely Riskier

Elevation Oncology (ELEV) (~$17MM market capitalization) is a clinical-stage biotech that till yesterday was pursuing the event…

The Honey Jar Dilemma: Of Companies, Excessive Margins, and Competitors

Over 30 million years in the past, the earth witnessed one of the crucial outstanding shifts…