HeyJaredNotes From The Beauty Contest
NFTBC is a new investment blog that views current market dynamics through Keynes' newspaper beauty contest analogy. At NFTBC we will share deep dives on stocks, emphasizing a philosophy of "faithfulness" rather than trying to play the game.
- Indexed issues, last 90 days
- 10
- Latest publication
- Sep 27, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 5, 2026
Latest issues
The NFTBC Digest (27 September 2026) (opens the original)
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<img alt="" class="sizing-normal" height="971" src="https://substackcdn.com/image/fetch/$s_!g7rK!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa33d88c5-4063-4cf0-aeb6-db0d9f25b5db_1536x1024.pn
The NFTBC Digest (20 September 2026) (opens the original)
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<img alt="" class="sizing-normal" height="971" src="https://substackcdn.com/image/fetch/$s_!g7rK!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa33d88c5-4063-4cf0-aeb6-db0d9f25b5db_1536x1024.pn
Regeneron: will they, won’t they? (opens the original)
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Friends of NFTBCA perennial topic with REGN is the question of whether they will ever consummate a big deal - will they, won’t they? For all his apparent disapproval of pharma M&A in general, CEO Len Schleifer has also been pretty clear that he’s not against it entirely - it’s just that the price has to be right and there has to be some kind of highly compelling strategic angle. With this post I raise the possibility that such a candidate could now be in sight.But I also stress that the post is
The NFTBC Digest (13 September 2026) (opens the original)
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<img alt="" class="sizing-normal" height="971" src="https://substackcdn.com/image/fetch/$s_!g7rK!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa33d88c5-4063-4cf0-aeb6-db0d9f25b5db_1536x1024.pn
The NFTBC Digest (6 September 2026) (opens the original)
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<img alt="" class="sizing-normal" height="971" src="https://substackcdn.com/image/fetch/$s_!g7rK!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa33d88c5-4063-4cf0-aeb6-db0d9f25b5db_1536x1024.pn
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