We’ve been shaping our investments around companies that can historically hold up in tough environments, and using downturns to buy high-quality tech.
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How we’re positioning our portfolio heading into the worst month of the year
Health
Trump signs executive order reclassifying cannabis, opening door to broader weed access
U.S. President Donald Trump sits in the Oval Office to sign executive orders, at the White House in Washington, D.C., U.S., Dec. 18, 2025. Evelyn Hockstein | Reuters President Donald Trump signed an executive order Thursday directing federal agencies to reclassify marijuana, loosening long-standing restrictions on the drug and marking the most consequential shift in […]
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Health
Eli Lilly says obesity pill helps maintain weight loss after patients switch from Wegovy, Zepbound
Eli Lilly on Thursday said its closely watched obesity pill helped patients maintain the majority of their weight loss after they switched directly from taking the company’s injection Zepbound and Novo Nordisk’s rival shot Wegovy in a late-stage trial. The company also said it has filed for Food and Drug Administration approval of the daily […]
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Health
Medical supply firm Medline set to debut after biggest IPO of 2025
U.S. medical supplies giant Medline is set to debut on the Nasdaq on Wednesday after the biggest initial public offering of the year. The private equity-owned company priced at $29 per share on Tuesday, raising $6.26 billion in an upsized offering that finishes off a strong year for new listings and bolsters optimism about the […]
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