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Zoetis makes medicines for pets and farm animals, but a sharp slowdown in its US pet business recently rattles investors and raises questions about how durable demand really is. The story hinges on whether its long track record of steady pricing and buybacks can keep the business resilient—or whether debt, product concentration, and copycat drugs start to bite.Read more

A clinical-stage biotech, a new CEO, a Phase 2 readout in months, and a recent takeover deal that suggests CUE’s asset alone could be worth more than the whole company. Key Takeaways Cue Biopharma (NASDAQ: CUE) just transformed itself in 48 days: New CEO, raised $30 million, received a $7.5 million milestone from Boehringer Ingelheim, and in-licensed Ascendant-221 (CUE-221), a Phase 2 anti-IgE antibody aimed at Roche’s and Novartis AG’s (NVS) Xolair, which generated roughly $4.7 billion in 2025 sales.Read more

BlackBerry’s comeback hinges on software quietly embedded in cars worldwide, built for systems that can’t afford to fail and hard for automakers to replace once it’s in. Now that same safety-focused foundation is being pushed into robots, factories, and medical devices—offering a new growth path, but with long wait times and real execution risk.Read more

Every once in a while, investing rewards curiosity in the most unexpected ways. Not through a Bloomberg terminal.Read more

A major overseas buyout turns Sudarshan into a truly global pigments player, and the latest results suggest the worst of the integration shock may be fading faster than many expected. The big question now is whether the recent pickup in European orders is a lasting recovery or just a seasonal bounce that could stall again.Read more

Centum Investment looks cheap mainly because the market price sits far below what its assets could be worth if they’re turned into cash. The story hinges on a few near-term property and industrial-park milestones that could reveal clearer prices and cut costly funding, but only if the projects deliver as planned.Read more

Below is a Warren Buffett-style Investment Memo (in English) for CSG (Czechoslovak Group) , structured around the key principles Buffett typically evaluates: business quality, moat, management, financials, risks, and valuation logic. Investment Memo – CSG (Czechoslovak Group) 1.Read more

For many investors, Hektar REIT has long been viewed primarily as a retail-focused REIT exposed to the challenges of the mall segment. But looking closer today, the investment narrative may be changing.Read more

Key Points: Kena hosts a historical resource of ~3.31 million ounces of gold , with 561,000 ounces in the Indicated category and 2.77 million ounces in the Inferred category. The 2021 estimate was calculated under the assumption of a gold price of US$2,000 per ounce, well below current levels.Read more