PresentationYujiro HataFounder, President, CEO & Director Thank you so much to you and Evercore for hosting this fireside chat today with the IDEAYA management team. So IDEAYA Biosciences, we're a leading precision medicine oncology company. We have 9 programs in the clinic. So a very deep and diversified portfolio. Umer, as you know, our most advanced program is Darovasertib, which is now currently in 2 Phase III randomized studies, one in the first-line metastatic uveal melanoma indication and then next ...

Core Insights - PayPal Holdings, Inc. (PYPL) has been experiencing disappointing performance, marked by volatility in its executive leadership and takeover rumors [1] Company Overview - The new CEO has withdrawn, indicating potential instability within the company's management [1] Investment Analysis - The article highlights the importance of identifying undervalued companies with strong balance sheets and management teams, particularly in sectors with long-term growth potential [1]

Johnson Controls International ( JCI ) does not slow down the pace gained after Q3 and continues to delight investors with strong quarterly results. At first, I recommended Hold on the stockHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a real story. ...

Silvercorp ( SVM ) hasn't been on my radar for a long time, simply because of its geopolitical risk. I've shied away from buying the stock as it owns silver mines in China. A Canadian silver miner based in China? In thisAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in SVM over the next 72 hours. I wrote this a ...

This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of th ...

Core Viewpoint - The SaaS sector is experiencing significant market cap losses, exceeding $800 billion in 2026, attributed to the perceived threat of AI, described metaphorically as a "black plague" [1]. Group 1: Market Impact - The SaaS industry has faced a dramatic decline in market capitalization, with losses surpassing $800 billion in 2026 [1]. Group 2: Investor Sentiment - There is a prevailing sense of panic among investors on the NYSE, indicating a broader market concern regarding the implications of AI on the SaaS sector [1].

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Group 1 - The core focus of BAD BEAT Investing is to provide high-quality research and investment opportunities, emphasizing both long and short trades for short- and medium-term investments [1] - Quad 7 Capital, the team behind BAD BEAT Investing, consists of 7 analysts with diverse expertise in business, policy, economics, mathematics, game theory, and sciences [1] - The service aims to educate investors on trading strategies, offering tools such as chat rooms, daily analyst summaries, and options trading education [1] Group 2 - BAD BEAT Investing has a proven track record, having been predominantly long (95%) and short (5%) since May 2020, following a significant market call in February 2020 [1] - The investment approach includes a focus on income generation, special situations, and momentum trades, with clear entry and exit targets provided [1] - The service is designed to save time for investors by delivering in-depth research and actionable trade ideas on a weekly basis [1]

Core Viewpoint - The article discusses the investment position in CGEM, highlighting a beneficial long position in the shares of the company through various means such as stock ownership and derivatives [1]. Group 1 - The analyst has a long position in CGEM shares, indicating confidence in the company's future performance [1]. - The article expresses personal opinions regarding CGEM without any external compensation, suggesting an independent analysis [1]. Group 2 - There is no specific financial data or performance metrics provided in the documents, focusing instead on the analyst's position and opinions [2][3].

Core Viewpoint - The Chemours Company (CC) shares have increased by approximately 9% over the past year, but this figure conceals significant volatility, with share prices fluctuating between $9 and $22. Following a strong performance, the stock experienced a 17% decline last week due to weaker Q4 earnings [1]. Company Performance - The Chemours Company's stock has shown a notable increase of about 9% year-over-year, indicating some level of investor confidence despite the volatility [1]. - The stock has traded within a wide range, from $9 to $22, highlighting the instability in its market performance [1]. - A significant drop of 17% occurred last week, attributed to disappointing Q4 earnings results [1].