growth investing Archives

Bugatti’s Destrier Signals a New Luxury Playbook—and a Sharper Rimac Opportunity

by John F. Heerdink, Jr. August 17, 2026 252Views 0Likes

The Bugatti Destrier is not merely an outrageously rare hypercar. It is a high-margin demonstration of what happens when engineering scarcity, collector demand, and bespoke craftsmanship are allowed to share the same garage—without first consulting a committee that owns sensible shoes. For…

Sable Offshore: California’s Oil Restart Gets a Washington Tailwind -( $SOC $XOM )

by John F. Heerdink, Jr. August 13, 2026 253Views 0Likes

Sable Offshore Corp. (NYSE: SOC) is shaping up as one of the more unusual—and potentially compelling—U.S. energy turnaround stories: a concentrated, infrastructure-backed restart of offshore California oil production just as domestic supply security has returned to the policy conversation. The latest catalyst…

Biotech’s Bullish Blueprint: Jazz Pharmaceuticals Buys Actio For ~$1.3B, While Eupraxia Builds for Scale -( $EPRX $JAZZ $XBI )

by John F. Heerdink, Jr. August 11, 2026 157Views 0Likes

Jazz Pharmaceuticals plc (NASDAQ: JAZZ) and Eupraxia Pharmaceuticals Inc. (NASDAQ: EPRX) offer investors two distinctly attractive versions of the same biotech proposition: value creation through disciplined execution. Jazz is deploying capital to deepen an established rare-epilepsy franchise, while Eupraxia is assembling the…

Invitation (11am ET, Friday, August 7: ‘The Next Wave of AI Growth – Cheap, Opensource, Safe, and Sovereign’ ( $NVDA $GOOG )

by John F. Heerdink, Jr. August 7, 2026 576Views 0Likes

“Sovereign AI” is quickly moving from buzzword to policy priority as governments realize that renting intelligence from hyperscale clouds is not a long‑term strategy when data, defense, healthcare, and financial systems are at stake. Platforms like Seven Boson Group Ltd. are positioning…

Google’s Eric Schmidt Says Kill the Switch; Sovereign AI Says Build Your Own Control Room -( $GOOG $GOOGL )

by John F. Heerdink, Jr. August 6, 2026 425Views 0Likes

Wall Street is finally admitting what Eric Schmidt just said out loud: if AI is going to be powerful enough to “pull the plug” on us, it had better be built in a way that lets nations and investors keep their hand…

Tag: growth investing

Bugatti’s Destrier Signals a New Luxury Playbook—and a Sharper Rimac Opportunity

Sable Offshore: California’s Oil Restart Gets a Washington Tailwind -( $SOC $XOM )

Biotech’s Bullish Blueprint: Jazz Pharmaceuticals Buys Actio For ~$1.3B, While Eupraxia Builds for Scale -( $EPRX $JAZZ $XBI )

Invitation (11am ET, Friday, August 7: ‘The Next Wave of AI Growth – Cheap, Opensource, Safe, and Sovereign’ ( $NVDA $GOOG )

Google’s Eric Schmidt Says Kill the Switch; Sovereign AI Says Build Your Own Control Room -( $GOOG $GOOGL )

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