Notes From The Beauty Contest

Notes From The Beauty Contest

The NFTBC Digest (16 November 2025)

Regeneron's FXI Round Table and a few other things

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Crashkolnikov
Nov 16, 2025
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Friends of NFTBC.

Welcome to the fourth edition of The NFTBC Digest, which launched recently as a pilot project. This email is now received by full NFTBC subscribers only.

From week-to-week, there is all manner of news, links, marginalia and other curiosities concerning NFTBC stocks that I might not otherwise share with you. So this is what The NFTBC Digest is all about. I have no desire to hit you with extra text you’re not going to read (I wouldn’t want that either). My thinking here is that you can simply scroll to whichever company you’re interested in and see very quickly if there’s anything notable that tickles your fancy and that you haven’t already seen. That’s it.

It will be a sort of pilot project to begin with so that I can iterate and see how it evolves. What I want is for the Digest to be useful for you and to remain that way. There won’t be a set frequency - I don’t want to publish for the sake of publishing. Sometimes The Digest might be weekly when there’s plenty happening, but I could also envisage there being fewer Digests during earnings season or if news is slower.

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