AUG 14 update
Market news and events impacting portfolio positions
This morning's update is all about 4 topics:
Approaching Anthropic IPO might surpass SpaceX’s by level of euphoria and… valuation. How we position ourselves to capture a piece of the pie.
From a scandal to a buyout watch list. A story of one of the most interesting biotech investing themes so far year-to-date. Still ongoing. Still not too late to join.
Decision time in another Buyout drama; buyer’s CEO express a strong voice of confidence in the deal's success.
Q2 earnings.
