Telus Corp
$10.48
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The End of Vertical Integration: Surrendering Pipes for Scale
Jun 30, 2026
Wall Street broadly bounced on Monday, but the true structural shift arrived disguised as a routine distribution deal. Comcast formally bridged its streaming service, Peacock, directly into YouTube Pr
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The IPO Market Thaw and the Return to Active Management
Jun 2, 2026
The long-dormant initial public offering market is officially thawing. The maker of the popular Claude AI chatbot is preparing a landmark public listing, a highly anticipated move poised to redefine W
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Weekly Playbook: Software Multiples and Capital Returns (TPR, INTU, AGYS)
May 17, 2026
With the Nasdaq and S&P 500 softer overnight amid a cautious, higher-for-longer macro backdrop, investors are filtering for execution quality and margin durability over top-line promises. This week’s
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