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Comus Investment 2025 Annual Letter

Dear Partners, We had a good year in 2025, however we were severely hamstrung by InteractiveBrokers' move to limit Americans

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Is the US about to screw SWFs?

Just ahead of Christmas, the US Inland Revenue Service dropped a bunch of proposed changes to Section 892 of the

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BlackSky Technology: Fundamentals Don’t Support Recent Rally (NYSE:BKSY)

BlackSky Technology (NYSE:BKSY) is a geospatial intelligence company which uses both hardware and software analytics

Toyota to step up hydrogen fuel cells push outside Japan

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Technology Advancements Driving Opportunities In Health Care

By Nick Getaz, CFA, Portfolio Manager, Research Analyst, Franklin Equity Group; Amritha Kasturirangan, Portfolio Manager,

Japanese banks accused of ‘gender-washing’ over women in management

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Meta Platforms: Caution – Privacy Changes Incoming (NASDAQ:META)

The Thesis Given the changes around data privacy, I don't see the Meta Platforms, Inc.

Scientists close to proving Earth has entered man-made Anthropocene era

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Phreesia Expects Slower Revenue Growth In Fiscal 2024 (NYSE:PHR)

A Quick Take On Phreesia Phreesia, Inc. (NYSE:PHR) provides healthcare IT software to streamline patient

US judge denies FTC attempt to block Microsoft’s Activision deal

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Modine Manufacturing Stock Is Still A Solid Bet On EV Future (NYSE:MOD)

Introduction I have written about Modine Manufacturing Company (NYSE:MOD) before - the first and last

Saudi Arabia sought central role in professional golf

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Danske Bank: Undervaluation Is Not Warranted (OTCMKTS:DNSKF)

Danske Bank A/S (DNSKF) is currently trading at a much lower valuation than its Nordic

Harvard withdraws papers in dishonesty expert scandal

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Novavax Faces Uphill Battle In Competitive Vaccine Market (NASDAQ:NVAX)

Introduction Novavax (NASDAQ:NVAX), a biotechnology company, specializes in creating innovative vaccines against serious infectious diseases

The west must recognise its hypocrisy

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Note To Landstar Investors: There Is An Alternative (NASDAQ:LSTR)

It's been just shy of eight months since I sold my Landstar System, Inc. (NASDAQ:LSTR)