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Wednesday, 30 September 2026

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Air Products and Chemicals (APD) Rallied Amid Improved Demand

The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…

The Radical Bet At The Heart Of SpaceX's $1.75 Trillion IPO

There are data centers in Texas that were fully built out over a year ago, kitted with server racks, networking, and GPUs, and are sitting idle, waiting for a grid connection. It is a power problem, and it is the same p…

Apple (AAPL) Declined Defies Strong Fundamentals

The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…