PepsiCo - $PEP

The Canadian Investor: CoreWeave's bonds are pricing in a 60% risk of default

14 arguments: why an AI lab may be where the strain shows first, what hot US inflation means for a hawkish Fed, Berkshire's Lennar buying and food…

Oct 18 • Scuttlebutt

Hershey CEO on GLP-1s: "over 30% of our portfolio is in portion control"

9 takeaways: why cocoa prices spiked, how an AI tool tells the CEO which store to visit next, and why Hershey's century-old trust keeps activists out

Sep 30 • Scuttlebutt

Canada should give weight-loss drugs away for free, says Harris Douglas portfolio manager

18 calls: why price-sensitive buyers now set the 10-year Treasury, the one stock he says he totally missed, and new picks in Meta, Microsoft and…

Sep 29 • Scuttlebutt

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