EPAM’s Fall and the Fund’s Bet

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On a November day, the Securities and Exchange Commission unveiled a tale of shifting tides. Senvest, a New York-based titan of capital, had quietly bolstered its stake in EPAM, acquiring 524,798 shares to swell its holdings to 968,404-a quarter-end value of $146 million. This was no mere transaction; it was a wager on the resilience of a company that, despite its fall, still held promise in the eyes of the wealthy.

In 2025, Wall Street Waltzes with Crypto While Retailers Retreat 🎭💸

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But what alchemical transformation rendered this once-repugnant elixir palatable to the suits? BeInCrypto, ever the intrepid scribe of blockchain chronicles, sought counsel from Aishwary Gupta, Polygon Labs’ sovereign of payments and real-world assets, to unravel this enigma. Gupta, with the air of a man who’d just discovered fire, expounded upon the forces propelling this metamorphosis-and what it might portend for the crypto cosmos.

AVAX Nears $1T! Will It Hold? 🤔💸

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This steady rise suggested that Avalanche was being used purposefully-unless you’re a crypto bro who thinks “purpose” is just a fancy word for “I’m not sure.” 😅

Alta Fox’s CarGurus Gambit: A Dance with the Devil in Shares

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A filing with the U.S. Securities and Exchange Commission, dated Nov. 14, 2025, revealed Alta Fox had initiated a position in CarGurus by purchasing 1,098,700 shares as of Sept. 30, 2025. This act, though legal, carries the air of a conjurer pulling a rabbit from a hat-except the rabbit is a stock ticker and the hat is the fund’s portfolio. The valuation of $40.90 million, as of the reporting date, swelled the fund’s U.S. equity holdings to 19 positions, a number suspiciously close to the biblical “sign of the beast.” Or perhaps not.

Glenview’s Gamble: Teva’s Resurgence and the Quiet Rebellion of Value Investing

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On November 14, 2025, the U.S. Securities and Exchange Commission received a filing that might have been mistaken for a dry ledger entry. Yet within its sterile language lay a story of accumulation-a quiet storm gathering in the heart of Wall Street. Glenview, ever the patient botanist, had added 868,457 shares to its position, nurturing its stake until it blossomed into $337.19 million by quarter’s end. One might imagine the portfolio managers as chess players, moving pieces with deliberate grace across the board of markets.

Is XRP About to Rocket After Tomorrow’s FOMC Meeting? Here’s What You Missed!

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But let’s not get too excited just yet. The rate cut will still depend on inflation numbers, labour data, and whether the economy feels like being cooperative. Since the last cut in September 2024, the US dollar made a dramatic leap, while the crypto market experienced some very brief but entertaining jolts. We’ll see if lightning strikes again. ⚡

Second Line Capital’s Conservative Gambit in Short Maturity ETFs

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According to a filing with the Securities and Exchange Commission dated Nov. 18, Second Line Capital, LLC initiated a new position in First Trust Enhanced Short Maturity ETF (FTSM 0.01%) by acquiring 120,501 shares. The estimated value of the new holding was $7.2 million at quarter-end, based on SEC-reported data. The addition represents 1.5% of the fund’s 13F reportable assets under management. A decision as unassuming as a well-tailored overcoat-practical, yet evoking admiration for its understated elegance.