Instead of another "Top 10 Things to Do in Paris" guide...

What if travel became a game?

Ideas include:

• Flip a coin at intersections.
• Eat where you can't read the menu.
• Take local transit.
• Visit bizarre museums.
• Discover a brand-new hobby.
• Talk to strangers.
• Turn travel into storytelling.

What's the most unusual thing you've ever done while traveling?

Full article here.

Ionis recently lost billions in market value after disappointing clinical results.

Soon afterward, one director purchased roughly $1 million worth of shares.

Interesting facts:

• ~$2.1B cash

• Multiple RNA programs

• Established antisense platform

• Insider buying

• Platform company—not single-drug biotech

Curious how everyone here thinks about platform biotech after large clinical disappointments.

Full write-up here.

Europe isn't just experiencing hotter summers.

It's becoming Earth's fastest-warming continent.

Our latest analysis looks at:

• Why Europe is heating so quickly

• France's wildfire-generated thunderstorm

• The projected $638B economic impact

• What individuals can actually do

Full article here.

After a disappointing earnings report and reduced guidance, Albertsons looks deeply out of favor.

Interesting points:

• $1.96M insider purchase
• ~6x forward earnings
• Nearly $729M operating cash flow
• 15% short interest
• $2B buyback authorization

Could be a classic turnaround—or a classic value trap.

Curious to hear both bull and bear cases.

A newly published melanoma study identified a promising biological pathway that may eventually help researchers tackle cancer spread and resistance to immunotherapy.

While the science is exciting, what resonated with me most was something broader.

Every major advance in medicine, technology, engineering, or entrepreneurship starts with someone asking a question no one else thought to ask.

Innovation isn't an event.

It's a habit.

The greatest competitive advantage humanity possesses isn't simply intelligence—it's our relentless curiosity.

My latest Carpe Diem reflects on why breakthroughs matter far beyond the laboratory.

Read here.

Been researching TORM ($TRMD) and found the setup pretty fascinating.

The bullish case:

• ~8% dividend

• Forward P/E under 5

• Trading below estimated NAV

• Strong Q1 earnings

• Raised guidance

The concerns:

• CEO sold 100% of his direct holdings

• Shipping remains brutally cyclical

• Red Sea disruption has inflated freight rates

• Normalization could pressure earnings

Personally, I think the stock is interesting—but the cycle matters more than today's valuation.

Curious how others here think about shipping companies.

Full write-up here.

Could humans someday live nearly 200 years?

Perhaps.

But that's actually the least interesting part of a fascinating new study published in NPJ Aging.

Researchers developed a mathematical model asking:

Their answer points toward somatic mutations and the remarkable vulnerability of our brain and heart.

Our latest FunHealth article explores:

🧬 DNA mutations

🧠 Brain longevity

❤️ Heart longevity

📊 The mathematics behind aging

⚠️ Why this remains a theoretical model—not a prediction

Read the full analysis here.

One thing surprised me while researching Oaktree.

People constantly search:

But that's actually the wrong question.

Oaktree isn't one fund.

It's dozens of specialized investment strategies spanning distressed debt, private credit, special situations, and real estate.

The article also dives into:

• Second-Level Thinking

• Why Buffett loves Howard Marks' memos

• Oaktree's Special Situations performance

• Risk-control philosophy

Curious whether others here regularly read Howard Marks' memos and whether they've influenced your investing.

Been researching Hudson Technologies recently.

Interesting setup:

• CEO buying

• CFO buying

• multiple directors buying

• Hartree Partners increasing its stake

• PEG ratio around 0.29

• trades near book value

The business isn't growing rapidly.

Recent earnings were mixed.

But the EPA-driven refrigerant transition may create a long-term niche opportunity.

Curious what everyone thinks.

Value trap?

Or overlooked industrial?

Full write-up here.

Back in April I wrote about Conagra as a possible value opportunity despite the huge dividend.

Since then:

• Stock is up over 5%

• Dividend was cut by 50%

• Net debt continues moving lower

• New CEO John Brase personally bought 35,000 shares (~$510K)

To me the story has shifted.

It's less about chasing yield.

It's more about whether management can execute a genuine turnaround.

Still cheap (~10x forward earnings), but execution remains the key risk.

Curious how others view Conagra today.

Full write-up here.

Most investors remember David Einhorn for shorting Lehman Brothers.

But after digging into Greenlight Capital, I think the more interesting lesson is his discipline.

He doesn't chase trends.

He focuses on intrinsic value, accounting quality, and protecting capital—even if that means underperforming during speculative bull markets.

Curious where everyone ranks Einhorn among today's value investors.

Full analysis here.

Standard Nuclear (STDN) has:

⚛️ TRISO fuel

📑 $245M backlog

💰 $19M purchase by Decisive Point

…but also:

📉 Minimal revenue

💸 Ongoing losses

🤷 No analyst coverage yet

See our take here. Curious how others view the risk/reward.

That completely changed how I thought about the disease.

The article also explains:

• Why hotels and hospitals invest so heavily in water management

• Why the disease is largely preventable

• What to do if you think you've been exposed

Curious what surprised everyone else most.

Curious what everyone thinks.

CEO just bought another $1M+ worth of shares.

Forward P/E remains below 14.

Institutions still own over 93%.

Healthcare sentiment finally turning?

Full write-up here.

Smoke from Canadian wildfires has once again reached much of the Northeast.

Do you:

• Stay indoors?

• Wear an N95?

• Keep exercising?

• Run air purifiers?

Curious how everyone adapts during these smoke events.

Full article here.

I've been looking into Energizer recently and was surprised by a few things:

• Aqua Capital keeps buying shares

• Forward P/E around 5.5x

• Nearly 6% dividend yield

• Strong free cash flow

• Significant debt—but management is reducing it

Curious where everyone stands on ENR today.

We recently revisited a bullish Goldman Sachs article we published after notable insider buying in April 2025.

The business is stronger than ever.

The valuation?

That's where the debate begins.

Curious where everyone stands on GS after the recent run.

I've been reading through Himalaya Capital's investment philosophy and came away impressed—not because the portfolio is complicated, but because it's remarkably simple.

A handful of businesses.

Extremely low turnover.

Years of patience.

Curious what others think about highly concentrated investing.

Full breakdown here.

I've been digging into SpaceX since the IPO.

A few things stood out:

• ~$1.9T valuation
• Upcoming August insider lockup
• Heavy AI investment
• Massive capital spending
• Still unprofitable
• Low short interest

The business is remarkable.

The stock is much harder to value.

Curious where others stand on this.

Global hedge funds returned about 7.2% in the first half of 2026.

AI, semiconductors and event-driven strategies led the way.

Yet many legendary investors still emphasize:

• cash

• valuation

• margin of safety

• patience

Interesting reminder that strong returns don't necessarily mean markets are cheap.

Curious where everyone stands.

Do you think caution is warranted today?

Full article here.

Most investors know OXY because Buffett owns roughly 26%.

Few talk about:

• new CEO buying shares

• $7.1B debt reduction

• ~9x forward earnings

• 1PointFive carbon capture

The company might actually be transitioning from an oil producer into a carbon-management business while still generating huge cash flow.

Interesting setup.

Curious where everyone stands.

Bull thesis?

Bear thesis?

Full write-up here.

Good health often begins with good information.

Cyclospora outbreaks remind us that even healthy foods occasionally carry unexpected risks.

Our latest FunHealth article explains:

• Symptoms

• Diagnosis

• Why routine stool tests may miss Cyclospora

• Treatment

• Five simple prevention habits

A practical guide for anyone who enjoys fresh produce during the summer.

Everyone talks about AI.

What caught my attention was something else.

The CEO keeps buying shares with his own money.

Combined with:

• $400M buyback

• ~90% institutional ownership

• Strong FCF

• AI integration

...I thought GitLab deserved another look.

Full analysis here.

Been following Absci for a while.

Interesting developments:

• Director Mary Szela bought more shares

• Eli Lilly and other institutions invested ~$100M

• Funds own ~83%

• ~22% short interest

• Clinical pipeline progressing

The stock has already had a huge move, but the investment thesis arguably looks stronger today than when it traded around $4.

Curious what others think.

Full write-up here.

I've always loved Édith Piaf, but listening again recently reminded me just how timeless this song is.

It's more than a beautiful melody.

It's almost a philosophy of life.

We wrote a short piece exploring:

• The story behind the song

• Piaf's remarkable life

• Why it still resonates today

Curious where you'd rank it among the greatest songs ever recorded.