Jason Armstrong says that Versant, the new firm comprised of assets like MSNBC, CNBC, E!, USA Network and Syfy, will have "a ...

We came across a bullish thesis on Sanofi (SNY) on Substack by Business Model Mastery. In this article, we will summarize the ...

As $14.5 billion quantitative hedge fund firm Systematica Investments celebrates its 10th anniversary, CEO Leda Braga ...

After Comcast earlier managed its linear TV and streaming business on a combined basis, the media giant has turned to a cable spinoff to reveal underlying shareholder value for misfit NBCU cable ...

UnitedHealth Group faces real PBM reform risks, but legal paths, financials, and market pricing suggest opportunity in ...

"It's very much about spreading the risk." I am quietly optimistic about FBC: Firebreak, Remedy's upcoming co-op, PvE Control ...

with experienced management equipped with greater focus and flexibility to deploy strategies suited to its distinctive business model and market dynamics, thus realising its full potential.

Kingsway is building a portfolio of businesses paying 5X EBITDA. Where do you buy an asset-light, growing business, with high ...

We came across a bullish thesis on S&P Global Inc. (SPGI) on Substack by Quality Equities. In this article, we will summarize ...

DeepSeek’s launch was one (powerful) example of how strong the AI industry is becoming in China, but this is not an isolated ...