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🔎ROOT & LMND 4Q25: Buckle up.
The insurance technology sector has tough times ahead. Speculative flows will have to leave the space. The cyclical consolidation of the insurance…
Feb 26
•
Rene Bruentrup
5
4
1
🔎Carvana: Sorry Jim, you're wrong.🤷♂️
The stock is getting bodied after its FY25 earnings release. Bears have the upper hand right now. They own the conversation in the digital townhall…
Feb 18
•
Rene Bruentrup
6
🔎February 2026 Market Strategy
Overall risk appetite remains strong. Fears about inflation and rising bond yields are misguided. Deflationary risk factors are underappreciated. Watch…
Feb 17
•
Rene Bruentrup
4
🔎What if AI agents are actually us?
The rise of the machine over the human might not happen via workflows, but via habits. We'd then be accelerating it by giving up what originally made us…
Feb 13
•
Rene Bruentrup
11
4
1
🔎Garmin & Strava: Betting on CycleTech
Cycling is on the rise and it's associated with the most exciting IPO this year: Strava.
Feb 9
•
Rene Bruentrup
9
5
🔎Megatrend: Down-Skilling
Academic performances are declining globally. This is happening at the worst possible time because the labor market is becoming more demanding. Managing…
Feb 3
•
Rene Bruentrup
13
2
January 2026
🔎Betting on the superrich supercentenarian.
In the future, mortality will not be the great equalizer anymore. Instead, it will accelerate inequality and add an entirely new dimension to it.
Jan 28
•
Rene Bruentrup
14
1
1
🔎Silver: Keen to understand what's going on?
Silver is not indicting the monetary system. This is an isolated risk management failure in a very specific market segment with very little risk for…
Jan 26
•
Rene Bruentrup
17
5
1
🔎January 2026 Market Strategy
The seeds of doom are sown in the boom.
Jan 20
•
Rene Bruentrup
4
13
🔎Summit applies for ivonescimab approval! (incl. Excel workbook)
The potentially biggest blockbuster drug ever is one step closer to its commercialization. Insiders are hyped up. Investors don't seem to care much…
Jan 16
•
Rene Bruentrup
6
🔎Don't sleep on obesity innovation.
Oral GLP-1 is now available. But drug development won't stop there. RNA-based weight loss drugs are the next frontier. They promise higher efficacy with…
Jan 13
•
Rene Bruentrup
7
4
1
🔎Biotech Compendium: RNA therapeutics
Is there a promising commercial future for programming biology without editing DNA?
Jan 7
•
Rene Bruentrup
6
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