Tuesday, May 26
Tuesday, May 26, 2026
Everything we published on this day.
3 picks
ai Adobe Deep Dive
Adobe trades at 14x earnings after a 65% decline, with AI, Canva and Figma threatening subscriptions, customer acquisition and…
Speedwell Memos
balance sheets Glow Lifetech ($GLOW.C) FINS Review
Glow Lifetech’s Q1 revenue hit a record $643,000, up 35% year over year, while its $9.6 million market cap and fading warrant overhang…
Wolf's Substack
balance sheets A non-consensus thesis: the forthcoming demise of Bristol Myers Squibb.
Bristol Myers Squibb’s bear case centers on patent-cliff revenue losses, debt, and failed drug investment after $28.3 billion of 2019–23…
John Hempton's Newsletter