Fat Gladiator

Novo Nordisk has endured a bruising stretch while Eli Lilly surged ahead in the obesity-drug market. Could growing demand for an oral option—and Novo’s next generation of medicines—put it back in the contest? For information only—not investment or medical advice. Capital at risk

Epiroc sells the drill rig once—then earns from parts, service and upgrades for years. Strong orders, revenue and operating profit make the “subscription with a drill bit” compelling. But mining cycles never travel in straight lines. ⛏️ #Epiroc #Mining #MiningEquipment

The rare-earth race isn’t just about owning the mine. The hard part is everything after it: separation → refining → metals → alloys → magnets. Mine to magnet. That’s the contest. For information only. Capital at risk.

Everyone prices Baidu like a discount Google. Its chip arm Kunlunxin is reportedly heading for a ~$50B Hong Kong IPO. Baidu owns 58% — a stake worth ~$29B, or ~80% of Baidu's entire market cap. The market's still pricing it like search alone. $BIDU

Every baby born in America now gets a stock account. $1,000 from the government. Up to $5,000/year from family. 3.5M new investors a year, before they can talk. Same week: Robinhood launches AI that trades for you while you sleep. Hashtags: #Robinhood #Fintech #Investing

Google needs to prove you're human. Alphabet needs to prove $175 BILLION in AI spending wasn't a mistake. They burned $5.9B in cash this quarter alone. This is one of the biggest capital bets in corporate history — here's why it matters. 🧵 #Investing #RetailInvesting #StockTips

Same sport. Same global stage. 4.5x price gap. Football clubs are scarce global media assets. Tether owns ~10% of Juventus, Agnellis kept control. Results are messy — but if football valuations keep rising, this could be a pricing error. #Juventus #FootballFinance #StockMarket

AI is shrinking the shelf life of every skill you have. Pearson's answer: stop selling textbooks, start selling lifelong retraining. Enterprise clients already locked in: Microsoft, Salesforce, ServiceNow, AWS, TCS, Deloitte. #EdTech #Reskilling #StockMarket #Investing

IP Group trades at a 40% discount to NAV. Buried inside: a royalty on Pfizer's next-gen obesity drugs, valued at £128M — and some say worth multiples more. Railpen's already circling. 👀 $IPO 🇬🇧 Hashtags: #IPGroup #Pfizer #StockMarket #Investing #ValueInvesting #FatGladiator

IP Group trades at a 40% discount to NAV. Buried inside: a royalty on Pfizer's next-gen obesity drugs, valued at £128M — and some say worth multiples more. Railpen's already circling. 👀 $IPO 🇬🇧 Hashtags: #IPGroup #Pfizer #StockMarket #Investing #ValueInvesting #FatGladiator

The North Sea Just Applied for a Tech Job - A rusty gas platform in the North Sea just became an “AI data center.” 📷📷 Orcadian’s pitch: stranded gas → power → offshore compute, with carbon capture bolted on. Clever story. Stock popped ~53% on it. #Investing #RetailInvestors

Is Paramount’s $10B Valuation a Bargain—or a Value Trap? #EquityResearch #investingtips101

England is out, Viva Espana