Monday, June 30, 2025

Mid Year 2025 Portfolio Review

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I joke that any large recurring conference call is incomplete without the host commenting on how quickly the year is progressing, but here w...
17 comments:
Thursday, May 22, 2025

NSTS Bancorp: Post 3-Year Thrift Conversion, Possible Sale

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I apologize in advance, this one might only have a limited audience, it is a small and illiquid community bank in my backyard, maybe there a...
8 comments:
Monday, May 12, 2025

Kronos Bio: Tang Buyout w/ Curious CVR Consideration

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Kronos Bio (KRON) ($45MM market cap) was historically focused on cancer and autoimmune disease treatments, late last year, the company disco...
15 comments:

Repare Therapeutics: Broken Biotech, Hidden Strategic Alternatives

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Repare Therapeutics (RPTX) ($60MM market cap) is a clinical-stage oncology company which through a series of press releases this year announ...
6 comments:
Tuesday, April 15, 2025

Mural Oncology: Former Spin Turned Broken Biotech

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Mural Oncology (MURA) (~$40-45MM market capitalization, trading has been highly volatile today) is a former November 2023 spinoff of Alkerme...
55 comments:
Friday, March 21, 2025

Elevation Oncology: Broken Biotech, Slightly Riskier

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Elevation Oncology (ELEV) (~$17MM market capitalization) is a clinical-stage biotech that until yesterday  was pursuing the development of t...
31 comments:
Monday, March 10, 2025

Dun & Bradstreet: Strategic Process Wrapping Up, Cheap Valuation

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Dun & Bradstreet (DNB) (~$3.8B market cap) is a provider of commercial data to enterprise and government clients, they are known for the...
13 comments: