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Left's Newsletter

Publishes company research and reflective updates on long-term holdings, healthcare businesses, and other public-equity ideas.

https://leftfieldinvesting.substack.com/

Mentions22
Posts16
Latest post15 Oct 2026
Flerie AB (publ)Flerie AB’s fungal bull case-15 Oct 2026
Fervo Energy CompanyFervo Energy and Verve Therapeutics-5 Oct 2026
Moberg Pharma AB (publ)moberg mirrors early swedish tooth decay experiments-3 Oct 2026
Zedcor Inc.Lotilaners undoing is Spinosad & Zedcors investment capex could exceed its operating cash flows for another 10 years-30 Sept 2026
Tarsus Pharmaceuticals, Inc.Lotilaners undoing is Spinosad & Zedcors investment capex could exceed its operating cash flows for another 10 years-30 Sept 2026
Egetis Therapeutics AB (publ)FDA approves Egetis's Emcitate for the treatment of Monocarboxylate transporter 8 (MCT8) deficiency, a Flerie AB portfolio company-29 Sept 2026
Biosergen AB (publ)FDA approves Egetis's Emcitate for the treatment of Monocarboxylate transporter 8 (MCT8) deficiency, a Flerie AB portfolio company-29 Sept 2026
uniQure N.V.AMT-130 4-year results discussion; pre & post data release-29 Sept 2026
uniQure N.V.Victor Sung reportedly suggests open label 4-yr data could present with 85-90% slowing of progression compared to a propensity matched external control group of 940 Huntington's patients.-8 Sept 2026
Fair Isaac CorporationI got a car loan and they checked my FICO score-8 Sept 2026
Biosergen AB (publ)Galaxy gaming reports 2nd quarter earnings, personal writing on a changing moral philosophy-10 Aug 2026
Galaxy Gaming, Inc.Galaxy gaming reports 2nd quarter earnings, personal writing on a changing moral philosophy-10 Aug 2026
uniQure N.V.Replimune recieves accelerated approval-7 Aug 2026
Galaxy Gaming, Inc.Taking advantage of price indifferent sellers who own stock they no longer want-5 Aug 2026
Digital Network SAPDEX hits $67 USD/share-4 Aug 2026
Pro-Dex, Inc.PDEX hits $67 USD/share-4 Aug 2026
ClearPoint Neuro, Inc.Clearpoint Neuro 5 years of reflection-4 Aug 2026
Pro-Dex, Inc.Vaso sells a subsidiary, shares close 38% higher-4 Aug 2026
CompuMed, Inc.Vaso sells a subsidiary, shares close 38% higher-4 Aug 2026
Vaso CorporationVaso sells a subsidiary, shares close 38% higher-4 Aug 2026
Zedcor Inc.Zedcor has been integrated into direct to dispatch-3 Aug 2026
Galaxy Gaming, Inc.A busted acquisition has made Galaxy Gaming incredibly cheap-29 Jul 2026