The $40 Billion Predation
While the benchmark is flat, our 17th investment idea just surged 17% in 20 days as a suitor moves to claim the $6+ billion cash stream the "Sages of Wall Street" ignored.
The Arithmetic of Altruism: A 5-Hour Window for the Truth
Before we address yesterday’s $40 billion market validation, there is a more urgent arithmetic at play. Our current auction on FLEKT to benefit St. Jude Children’s Research Hospital expires in less than five hours.
In a world of digital tickers and predatory acquisitions, this is a rare opportunity to invest in the preservation of life. For a decade, deep state lawyers weaponized the full weight of the U.S. government against me; 10 years of unlawful prosecution, 47 hours of depositions and seven rejected offers to settle, all because my work exposed a pharmaceutical fraud that treated the sick and dying as “Project Gold Mine”.
“A top hedge fund manager with top results in the world” - lead SEC prosecutor during Fr. Lemelson’s 10-year unlawful prosecution
As a priest, I brought the sick and the dying the precious body and blood of Christ; as an allocator, I brought the truth that collapsed an empire. I am now auctioning a 30-minute private call to share that truth with you. Whether you seek the “unvarnished truth” from Wall Street’s “quiet assassin” or the strategic conviction of a “top hedge fund manager with top results in the world,” the door is open for the next few hours.
The truth is the only durable currency. If you want the truth, bid.
Security analysis is most profitable when the market’s emotional appraisal of a business diverges sharply from its underlying economic reality. On February 4, we identified such a discrepancy in a global leader the Financial Services space that the institutional crowd had discarded as a terminal failure. Yesterday, February 24, that analysis was validated for a second time in two days, not by shifting market sentiment, but by the cold logic of a predatory suitor.
The news that a major, privately-held competitor is evaluating an acquisition of all or parts of this enterprise confirms what a disciplined study of owner earnings had already revealed: the “collapse narrative” was a fiction. While the broader indices have struggled find a footing amidst global tariff volatility, our seventeenth investment idea has decoupled from the benchmark, surging approximately 17% in just twenty days, while the S&P 500 experienced a decline of -.20%.
How does a global titan remain “invisible” to institutional analysts until a savvy competitor begins measuring it for a takeover? Why does our framework continue to identify these pivots, marking the third time out of seventeen ideas that a company we identified as undervalued has moved toward an acquisition event?
The answer is found in a margin of safety so wide that it eventually attracts the very competition the “Street” claimed had already won the war.
In little more than 14 weeeks of consistent publishing, you have pushed this publication to #54 on the global leaderboard in our category (there are 50,000+ publishers on Substack). Thank You!
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