Priya Menon
Industrials & Aerospace Analyst
Articles 727
Circle Emphasizes Commitment to Financial Integrity Amid Criticism of Stablecoin Legislation
New York Prosecutors Question the GENIUS Act's Effectiveness in Combating Fraud in Stablecoin Markets
A group of prominent New York prosecutors has voiced concerns about the recently passed GENIUS Act, arguing that it weakens protections for victims of...
U-Haul’s Capital Stretch and Shrinking Parent Profits — A Short + Breakup Thesis
Operating cash is strong, but rising investing, debt and weaker parent earnings argue splitting the business could unlock value — we favor a short with explicit stops and targets.
U-Haul’s core moving-and-storage cash engine still generates robust operating cash, but rising investing outflows, growing long-term debt (now ~$7.7...
Understanding 401(k) Vesting: Why Your Employer Match May Not Be Fully Yours
Exploring the impact of vesting schedules on employer contributions and retirement savings
While employer contributions to 401(k) plans often appear as an immediate boost to retirement savings, these funds may not be immediately owned by the...
Twist Bioscience Reports Q1 2026 Results, Boosts Fiscal Year Revenue Forecast
Company posts solid sales growth, narrows EBITDA losses, and anticipates profitability by year-end while expanding customer base and product shipments
Twist Bioscience Corporation delivered a strong performance in its first quarter of fiscal 2026, showing year-over-year sales growth of 17%, a reduced...
Avalo Therapeutics Navigates Phase 2 Milestone with Potential for Significant Stock Gains
Upcoming Phase 2 LOTUS Trial Results Could Drive Avalo Stock Price More Than 200% Higher Pending Efficacy Readouts
Avalo Therapeutics has completed enrollment in its pivotal Phase 2 LOTUS trial evaluating AVTX-009 in moderate to severe hidradenitis suppurativa pati...
Small Caps Surge as Precious Metals Tumble Amid Fed Chair Nomination
Russell 2000 Leads Market Recovery While Gold and Silver Prices Slide Sharply
U.S. equity markets rebounded on the first trading day of the new month, with the Russell 2000 index outperforming its large-cap counterparts. Concurr...
Skye Bioscience Reports Over 22% Weight Reduction in Year-Long Trial Combining Nimacimab with Wegovy
Interim Results from Phase 2a CBeyond Study Demonstrate Promising Sustained Weight Loss with Combination Therapy
Skye Bioscience, Inc. has disclosed interim findings from its ongoing Phase 2a CBeyond clinical trial extension, evaluating the combination of nimacim...
FDA Launches PreCheck Program to Encourage Domestic Pharma Manufacturing; Eli Lilly Commits $3.5 Billion to New Pennsylvania Facility
Aimed at enhancing U.S. pharmaceutical supply chain resilience, the FDA targets streamlined approvals while Eli Lilly expands injectable medicine production
The U.S. Food and Drug Administration has initiated the PreCheck pilot to accelerate drug manufacturing facility approvals within the United States, a...
B2Gold (BTG) - Goose Mine Commercialization Sparks a Free-Cash-Flow Re-rating; Tactical Long Idea
Commercial production at Goose + conservative dividend discipline set up a high-conviction cash-flow inflection trade
B2Gold's Goose mine reached commercial production in 10/06/2025. The market has already priced a lot of the recovery into the stock, but the real oppo...
Hearty Slow Cooker Chili Mac Combines Comfort and Nutrition
A wholesome recipe blending chili with pasta, emphasizing convenience and vegetable richness
This piece introduces a nutritious and vegetable-filled chili mac recipe from 'Mostly Veggies' by Brittany Mullins. Utilizing slow cooker convenience ...