A quickie (premium) SaaS dark arts play
This will be a quicker note, as I love the set up and signals here but don’t think I have real differentiation on the business.
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Lapsed Academics & "Price Theory" Analysis of Private Assets
Financial analysts routinely use volatility and risk as interchangeable terms. It is easy to forget that the familiar √T linkage of short term volatility and ...
[2606.01632] A Framework for Graph-Conditioned Hierarchical Shapley Attribution in Patent Valuation
Abstract page for arXiv paper 2606.01632: A Framework for Graph-Conditioned Hierarchical Shapley Attribution in Patent Valuation
Why a $1 Trillion Increase In Market Cap Does Not Require A $1 Trillion Injection?
The Arithmetic of the Marginal Trade The first step in deconstructing this myth is looking at the formula for Market Cap. Market Cap = Total Circulating Suppl...
Surprise! This Company, Already Set to Make History, May Be Next to Join the Trillion-Dollar Club.
This company is a bit different from today's trillion-dollar players.
10 Most Oversold S&P 500 Stocks So Far in 2026
The S&P 500 climbed 0.22% on Friday, May 29, to close at 7,580.06.
5 Most Oversold S&P 500 Stocks So Far in 2026
In this article, we will list the 5 Most Oversold S&P 500 Stocks So Far in 2026.
11 Most Undervalued Pharma Stocks to Invest In
Haig Bathgate, CEO of Callanish Capital, stated on CNBC on May 7 that he is confident about global stocks despite worries over the Iran war.
A Once-in-a-Decade Buying Opportunity for This Dominant Growth Stock
Wall Street is focused on short-term results. This is opening the door for long-term investors.
10 Best Growth Stocks to Buy with Low P/E Ratios
Growth stocks remain some of Wall Street’s most sought-after investments as billionaire investors and hedge fund managers race to identify the next generation...
AI Is Entering The 'Is This Worth The Cost?' Phase
The great AI cost panic of 2026 is upon us
Price-to-Earnings (P/E) Ratio Explained: FAQs answered — a simple guide to understanding stock valuation
Unlock smarter investing with the Price-to-Earnings (P/E) Ratio as a key stock valuation metric that compares price and earnings to guide valuation and long-ter...
[2605.29448] How Much Is a Dataset Worth? Scaling Laws, the Vendi Score, and Matrix Spectral Functions
Abstract page for arXiv paper 2605.29448: How Much Is a Dataset Worth? Scaling Laws, the Vendi Score, and Matrix Spectral Functions
Most argued that the current period resembles the late 1990s. We see the 1970s
Investors and market pundits have been arguing that today’s market is similar to the late 1990s.