Jan. 5 at 12:30 PM
$NVDA 📡 New FRAGMENTS (Paid): READ THE ECONOMY — 13D, 13G & Poison Pills
Most people read markets through headlines. This piece reads them through ownership: who crossed 5%, who stayed “passive,” and which boards just pulled the poison pill off the shelf.
This week’s tape (examples): GF, SCOR, ONTF, BNC, ZIM on the 13D side; IAS, LBRX, IKT, NERV, TNXP on 13G; plus defenses like SSP and TVE,TO.
The point: filings often show intent before narrative — and boards defend when the quote starts to feel “in play.”
HERE:https://cundilldeepvalue.substack.com/p/read-the-economy-13d-13g-and-board-576
$BNC $ZIM $IAS
