In this article we are going to check in on a few portfolio companies that have had key news releases out that didn’t get the traction with investors that one would have expected. It seems some transformational news fell on deaf ears with market participants, or was even perceived negatively, even though it was clearly positive news.

I was actually working to put out a different article today focused on updates to the royalty stocks, and that is still coming soon, so stay tuned. However, one goal of this channel is to bring attention to key company milestones for stocks we’ve already introduced, and unpack how this may affect the investing thesis or valuation of that company. Some of these recent press releases have just been on my mind all day and evening, and they have also come up in multiple conversations with other investors. Therefore, it seemed worth doing a quick update for readers here…

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