Posts
Anyone buy The Travelers Companies ($TRV) recently?
I made a post two months ago about how big name national insurance carriers and brokers could be hidden value no one seems to be talking about. A few names are up since then like Chubb and Allstate but what caught my eye is that Travelers is up over 30% …
Novo Nordisk
I entered today. My target : 100 Novo Nordisk has disappointed investors for a while, and the market has lost confidence. Look at today’s drop. That doesn’t make me bearish - it makes me interested. The obesity market is far from saturated, and while competition has intensified, Novo remains one …
Agentic workflow/ AI implementation and use-cases in asset management
Anyone had success automating parts of their research or portfolio analytics workflow? I’m at a sc/smid long-only fund that’s part of a larger enterprise, and we’re struggling to even get the infrastructure in place to start using AI effectively, let alone see it improve productivity or analysis. Curious what’s worked …
AbbVie sales rise as Skyrizi and Rinvoq offset Humira decline
$ABBV Q2 2026: Revenue: $16.99B vs. $16.81B expected Revenue growth: +10.2% Adjusted EPS: $3.65 vs. $3.64 expected GAAP EPS: $2.03 vs. $0.52 last year Adjusted operating margin: 48.3% The main story was immunology. Global immunology revenue rose 15.1% to $8.79B. Skyrizi revenue increased 24.4% to $5.51B. Rinvoq revenue increased 24.5% …
Contagion and Peter Lynch-style investing in the Trump Era
I've recently found Peter Lynch and his books and like many of you, I felt felt seen. Not to be all Pete Campbell here and think that I arrived at his conclusions independently, but I felt like his investing outlook really really lines up with my own and what I've …
Tech stocks are getting crushed again and everyone is asking what to do next
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Why are all data centers treated the same?
All the capex being built out in data centers is being lumped under cloud computing for their respective companies. However, these data centers are being populated with GPUs which are only good for parallel computing and vector math, not spinning up virtual systems, storage, etc. Seems like data centers whose …
The not so pretty stuff within the Amazon.com earnings report
The Headlines look great. Sales of $200B up 20% YoY, an acceleration of growth to levels not seen in the last couple of years. Mostly driven by AWS sales of $42B which was up 37% YoY. However, from what I could see, that´s the last good thing I could thing …