The “ValueAct School” of activism is making a move in the cloud sector. Fivespan Partners, an activist firm founded by former ValueAct partners, has disclosed a 6.2% stake in Appian (APPN) via a 13-D filing. The firm intends to engage with management on strategy as the cloud computing company struggles with a collapsing share price....
The retail trading herd has found a new favorite, and it isn’t Nvidia. According to Vanda Research, retail appetite for silver has officially overtaken the technology sector. On Monday alone, individual investors net bought $171 million of the iShares Silver Trust (SLV)—nearly double the peak ($93M) seen during the infamous 2021 “Silver Squeeze.” 🚀 THE...
The trans-Atlantic regulatory wall is closing in on the streaming deal of the century. A coalition of senior British politicians and former policymakers has formally requested the Competition and Markets Authority (CMA) launch a full review of Netflix’s (NFLX) proposed $83 billion acquisition of Warner Bros Discovery (WBD). 📜 THE REVOLT: This isn’t just backbench...
He’s back. Michael Burry (“The Big Short”) has disclosed a new position in GameStop (GME) via his Substack, Cassandra Unchained. But for those expecting a 2021 replay, Burry is pouring cold water on the “Short Squeeze” thesis. Instead, he sees a fundamental transformation play driven by CEO Ryan Cohen. KEY TAKEAWAYS: 💡 ANALYST TAKEAWAY: This...
After four years of dormancy, the Canadian public markets are waking up. Bankers and portfolio managers signal that Canada’s IPO market is poised for a significant revival in 2026. This shift marks a critical turning point for the Toronto Stock Exchange (TSX), which has suffered a “corporate exodus” of delistings recently, even as the index...
While Washington raises tariffs, Berlin is hedging its bets. According to exclusive data from the IW German Economic Institute, German corporate investment in China surged 55.5% to over €7 billion ($8B) in 2025—a four-year high. The data illustrates a swift strategic realignment: as the Trump administration’s trade policies make the US market more volatile (with...