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Analysis
9 articles- The Falcon's Dilemma: Three Ways to Bet on CrowdStrike's Reckoning
AI is eating cybersecurity. Iran is attacking everything. Insiders are selling. The market hasn't decided which story matters more.
- The Books, the Pipes, the Poison
Chemours fired its own CEO for cooking the books. The DOJ and SEC are investigating. A federal judge ordered it to stop dumping PFAS into the Ohio River. And yesterday, it issued $700 million in new debt at 7.875%.
- The Voluntary Leave
HF Sinclair's CEO stepped down. The audit committee is reviewing disclosures. And six executives all sold shares on the same day, 77 days earlier.
- The Diversification Illusion
Southeast Asian factory diversification won't save you when tariffs follow the supply chain.
- The Disappearing Defense
Snapchat was built to make messages vanish. Families of dead teenagers are arguing that same feature helped drug dealers vanish too.
- The Upcoding Machine
UnitedHealth built the most profitable engine in American healthcare. The DOJ thinks it's fraud. A Corporate Integrity Agreement would break it permanently.
- The Chegg Autopsy
And Two Companies Next in Line
- The $2 Billion Band-Aid
Hawaiian Electric survived the courts. The reinsurance market and a single refinery might have other plans.
- A Bet Against the Billing Pipe
Unusual blind spot for hospital payment disruption
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