Notes From The Beauty Contest
Subscribe
Sign in
Home
NFTBC Digest
Regeneron
Bruker
BMW
PTC
Merck KGaA
PRCT
OBCK
CBRS
WPP
Free Samples
Archive
About
Latest
Top
Discussions
The NFTBC Digest (5 July 2026)
News, Updates & Links (BMW, BRKR, CBRS, GSK, PRCT, PTC, REGN, WPP)
Jul 5
•
Crashkolnikov
June 2026
The NFTBC Digest (28 June 2026)
Portfolio Changes, News, Updates & Links (AMBU, BMW, BRKR, CBRS, GSK, OBCK, REGN)
Jun 28
•
Crashkolnikov
1
Cerebras: following up on the deep dive
Q1 and post-IPO musings
Jun 25
•
Crashkolnikov
4
Procept Biorobotics: "The Big Distraction"
Procept has lost around 30% of its market value on no official news in the last week. Here I take a look at the main suspect in this episode.
Jun 18
•
Crashkolnikov
4
4
The NFTBC Digest (14 June 2026)
Portfolio Changes, News, Updates & Links (BMW, BRKR, CBRS, GSK, PRCT, PTC, REGN)
Jun 14
•
Crashkolnikov
1
Regeneron's Partnerships: "We Like Platforms"
And musings on zero terminal value
Jun 7
•
Crashkolnikov
9
2
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
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
