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Regeneron's Partnerships: "We Like Platforms"
And musings on zero terminal value
Jun 7
•
Crashkolnikov
9
May 2026
The NFTBC Digest (31 May 2026)
Portfolio Change, News, Updates & Links (BMW, BRKR, CBRS, GSK, PRCT, REGN, PBLS)
May 31
•
Crashkolnikov
The NFTBC Digest (24 May 2026)
News, Updates & Links (BMW, CBRS, OBCK, PTC, REGN, PBLS, WPP)
May 24
•
Crashkolnikov
The NFTBC Digest (17 May 2026)
News, Earnings & Links (BMW, CBRS, OBCK, PRCT, REGN)
May 17
•
Crashkolnikov
7
The NFTBC Digest (11 May 2026)
Earnings (OBCK, PTC), Portfolio Change & Links
May 11
•
Crashkolnikov
1
Cerebras Systems: A Deep Dive
With a strong wind in its sails, Cerebras finally brings its giant chip to the world... and to the stock market
May 9
•
Crashkolnikov
7
4
1
Bruker: Back to The Future
It's been a while but Bruker is finally ready to compound again
May 7
•
Crashkolnikov
3
The NFTBC Digest (3 May 2026)
Earnings, news and links (BMW, OBCK, PRCT, PTC, REGN, WPP)
May 3
•
Crashkolnikov
2
April 2026
Regeneron: "Past performance SHOULD be the strongest indicator of future performance"
Reflections following Q1 '26 and the recent investor Rountable
Apr 30
•
Crashkolnikov
7
The NFTBC Digest (19 April 2026)
News and links (BMW, BRKR, CBRS, PTC, REGN)
Apr 19
•
Crashkolnikov
Ottobock SE & Co. KGaA (OBCK)
A 100-year old medtech Hidden Champion has debuted on the market. I take a good look at the moat, the growth opportunities and share some thoughts on…
Apr 15
•
Crashkolnikov
6
1
The NFTBC Digest (5 April 2026)
News and links (BMW, BRKR, PRCT, PTC, REGN)
Apr 5
•
Crashkolnikov
1
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