Remitly’s 16% Plunge: A Value Investor’s View 😊

Remitly’s story is a bold one: disrupting Western Union, strutting into the fintech arena with all the swagger of a startup that thinks money doesn’t matter. But here we are, staring at a stock price that’s more “pathetic” than “perseverance.” Classic market theater: praise the chorus of growth, then boo at the faintest hint of maturity.

A $68M Signal: General Atlantic’s Bet on Pharvaris

The SEC’s November 13, 2025, report reveals a subtle crescendo: General Atlantic’s stake in Pharvaris swelled to 8,031,252 shares, a figure that glows like a lantern in the twilight of the biotech sector. As of September 30, 2025, this portfolio piece was valued at $200.38 million-a testament to the company’s quiet promise.

The Resilient Phoenix: NYT’s February Rise Amid Market Shadows

The only herald of this renewal was the ink of its quarterly earnings, cast in print and digital alike-an overture that toppled the gloom with tangible figures that shimmered like faint stars on a wintry night. Though the day of the report passed unnoticed-a still pond disturbed only slightly-the subsequent days rippled with newfound confidence, certainty burgeoning as the results sowed seeds of hope in investors’ silent hearts.

Bitcoin’s 4-Year Cycle Cracks: Could It Hit $250K or Is It Just a Myth?

Enter Peter Brandt, the soothsayer of Wall Street, who claims traders must accept that Bitcoin’s price is doing a slow dance of decay-like a tragic Russian ballet. Miners are throwing in the towel, chatting about Bitcoin and shiny tokens while the market trembles like a failed attempt at a balalaika concerto. 🎻

Why a Major Investor Offloaded a $42 Million Stake in CyberArk Despite Stock’s Surge

According to a recent SEC filing, Praesidium sold 104,000 shares of CyberArk, effectively removing it from its portfolio. This exit occurred amid the company’s robust third-quarter performance, with revenues climbing 43% and solid growth in its cloud-based and identity security platforms. Yet, for the strategic eye, this transaction signals more than a simple loss of faith. It hints at a recalibration-an acknowledgment that even market leaders, when fully priced, become less attractive for those committed to long-term value creation.

Descartes’ 29% Decline and the Investor’s Dilemma

On a November day heavy with bureaucratic solemnity, Praesidium filed its Report No. 13F dated November 14. Twenty-six weeks prior, this fund had clutched 458,000 shares of a company whose name, like a stubborn villager in Tolstoy’s Russia, clung to the past even as the world marched ahead. Shares were now reduced by 45%, the position’s value slashed by $22.8 million. By September’s end, the stake remained at 251,840 shares, valued at $23.7 million-a sum as insistent as autumn’s rain upon a windowpane.