Sublime

Good study on spin-offs by Houlihan Lokey https://t.co/1G9X8GmVRd... See more

How 'undervalued' are #psychedelic pubcos ATM? A 2022 study shows that biopharma companies with lead products in Phase 3 were acquired for an avg of $2.47B. Even *pre-clinical* TX value was $88M. $CMPS — Ph3 #psilocybin AT — $407M mc $NUMI — Ph3 (via Maps) MDMA-AT — $58.4M mc https://t.co/m6Eg4e5Ul9

$SPGI - Part 1 of 2 - Slide Deck Part 1 focuses on the 'Ratings' Business - a global leader with high margins, high recurring revenues, and minimal capital needs Part 2- *due by end of January* focuses on Market Intelligence, IHS Markit, Indices, and other $SPGI businesses https://t.co/BqRnHjwjYq... See more

35 page writeup on $WOSG https://t.co/DKNEehx80s... See more

This is an excerpt from our latest Month In Macro report that was shared with all of our Bespoke and Research Suite Subscribers. Below we explain the primary drivers of total returns of a Treasury security (policy rates, policy rate expectations & term premia) and isolate the drivers of excess returns (policy rate expectations). Consequently,

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Nick Sleep once used the services of an Investment Bank. He asked them to run a screen( which I mention in my newsletter post ) and it yielded 7 companies . To know these companies check out my newsletter. - Link in Bio https://t.co/6Epjl0GVfM

Financial metrics to monitor At AlphaTarget we look for companies with high growth that can sustain it for a long period. We also consider profitability, free cash flow versus stock based compensation and balance sheet strength. When we evaluate a company, we also look at factors such as th... See more