Remove news mid-cap
article thumbnail

Market Bipolarity: Exuberance versus Exhaustion!

Musings on Markets

In spite of losing 3.65% of their value in the third quarter of 2023, large cap stocks are still ahead 12.13% for the year, but small cap stocks are now back to where they were at the start of 2023. The NASDAQ also gave back gains in the third quarter, but is up 27.27% for the year, but those gaudy numbers obscure a sobering reality.

article thumbnail

What the SEC’s “Shadow Insider Trading” Trial Means for In-House Counsel

Reynolds Holding

The SEC alleged that confidential information about the acquisition of Medivation was material to Incyte investors because Medivation and Incyte were comparable companies in a mid-cap industry sector that was the subject of potential acquisitions.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Back to Earth or Temporary Setback? Revisiting the FANGAM Stocks

Musings on Markets

trillion in market cap, accounting for all of the recovery in US stocks during that period. I wanted to see if that surge, added on to the trillions in the market cap of US equities between 2010 and 2019, had left them in nosebleed territory, in terms of value.

article thumbnail

“Shadow Trading” Becomes Insider Trading

Reynolds Holding

Working with these bankers, Panuwat saw presentations that listed Incyte Corporation as being among Medivation’s peers as a “mid-cap oncology-focused biopharmaceutical company.” Responding to unsolicited interest in acquiring Medivation, the company hired investment bankers to explore options. percent premium to market and a 69.8

article thumbnail

The Venture Capital Case Study: What to Expect and How to Survive

Brian DeChesare

Depending on your source, a VC case study might consist of a “cap table” exercise where you calculate the company’s ownership over many investment rounds and the proceeds to each group upon exit… …but it could also be a qualitative discussion of a market, an evaluation of a specific startup, or even a simple 3-statement model.

Banking 52
article thumbnail

Tesla in November 2023 : Story twists and turns, with value consequences!

Musings on Markets

I was planning to start this post by telling you that Tesla was back in the news, but that would be misleading, since Tesla never leaves the news. Some of that attention comes from the company's products and innovations, but much of it comes from having Elon Musk as a CEO, a man who makes himself the center of every news cycle.

Start-ups 114
article thumbnail

Oil & Gas Investment Banking: The First Victim of the ESG Cult?

Brian DeChesare

Representative Large-Cap Public Companies: ConocoPhillips, Canadian Natural Resources, EOG Resources, Pioneer Natural Resources, Devon Energy, PJSC Tatneft (Russia), Ovintiv, INPEX (Japan), Southwestern Energy, Chesapeake Energy, APA (Apache), EQT, Vår Energi (Norway), Aker BP (Norway), and Woodside Energy (Australia). have declined).

Banking 82