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Daily Beat Sheet (07.29.2025)

From a sleepy life sciences spin-off to a data-driven diagnostics powerhouse, Revvity $RVTY has spent the past two years rewriting its playbook. 

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From the Desk of Ian Culley @IanCulley

Whenever a fellow parent asks what I do, I tell them I comment on interest rates.

I’m not involved in the semiconductor industry or the AI revolution. I don’t rob community banks (a...

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Bond Report

From the Desk of Steve Strazza and Alfonso Depablos

The most significant transaction on today’s list comes in a Form 4 filing by Venrock Healthcare Capital Partners.

The firm reported a purchase of roughly $1.2 million in...

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From the Desk of Ian Culley @IanCulley

It’s time to turn our attention to the energy space.

The same market conditions that favored energy in Q3 of last year are brewing. 

Interest rates are rising. King Dollar is...

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Good morning, Welcome to your daily crypto clarity

 

WHAT YOU NEED TO KNOW

Bitcoin rallies into the 46,000, erasing its post-ETF gains.

...

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From the Desk of Steve Strazza and Alfonso Depablos

The most significant transaction on today’s list comes in a Form 4 filing by Venrock Healthcare Capital Partners.

The firm reported a purchase of roughly $1.2 million in KalVista...

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Insider Buys
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From the Desk of Steve Strazza and Alfonso Depablos

The largest insider buy on today’s list comes in a Form 4 filing by Magnolia Capital Fund.

The investment firm revealed a purchase of $2.5 million in America's Car-Mart Inc $...

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From the Desk of Steve Strazza @Sstrazza

When investing in the stock market, we always want to approach it as "a market of stocks."

Regardless of the environment, there are always stocks showing leadership and trending higher...

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From the Desk of Steve Strazza and Alfonso Depablos

The largest insider buy on today’s list comes in a Form 4 filing by Magnolia Capital Fund.

The investment firm revealed a purchase of $2.5 million in America’s Car-Mart Inc $CRMT...

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Perhaps the title of this post is a bit dramatic. But it got your attention, yeah?

While the indexes continue to plow higher and higher, proving markets can stay irrational longer than bears can stay solvent, there continues to be signs piling...

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From the Desk of Steve Strazza and Alfonso Depablos

The most significant transaction on today’s list comes in a Form 4 filing by Farhad Nanji, director at RXO Inc $RXO.

Nanji revealed a purchase of 747,424 RXO shares,...

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Strazza
The Hot List

Market breadth can be a funny thing.

People think it's easy. People think they can just pull up some indicator and it's always going to tell them whether market breadth is...

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From the Desk of Steve Strazza and Alfonso Depablos

The most significant transaction on today’s list comes in a Form 4 filing by Farhad Nanji, director at RXO Inc $RXO.

Nanji revealed a purchase of 747,424 RXO shares, equivalent...

Hot Corner Insider
Insider Buys
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In today's Daily Digest, we'll review:

  1. New Position in IWM.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. ...
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