Core Insights - Bragar Eagel & Squire, P.C. is investigating potential claims against Canada Goose Holdings Inc. for possible violations of federal securities laws and unlawful business practices [1][2] Group 1: Company Performance - On February 5, 2026, Canada Goose reported its third quarter fiscal 2026 results, indicating that margins reflected deliberate choices to expand product relevance and fuel brand momentum [2] - Following the announcement, Canada Goose's share price fell by $2.57, approximately 19.4%, from $13.22 on February 4, 2026, to close at $10.65 on February 5, 2026 [2] Group 2: Legal Actions - Investors who purchased or acquired Canada Goose shares and suffered losses are encouraged to contact Bragar Eagel & Squire for discussions regarding their legal rights [1][3] - The law firm offers no cost or obligation for investors seeking to learn more about potential claims [3] Group 3: Firm Background - Bragar Eagel & Squire, P.C. is a nationally recognized law firm with a focus on representing individual and institutional investors in various types of litigation, including securities and consumer protection [4]

Core Viewpoint - Coupang is facing significant challenges following a massive data breach that has led to a decline in user trust and financial performance, while also contending with potential regulatory changes that may increase competition in the e-commerce sector [1][5]. Group 1: Data Breach Impact - A data leak in November affected approximately 34 million users, exposing personal information but not payment details or login credentials [2]. - The Science Ministry's investigation attributed the breach to management failure rather than a sophisticated cyberattack, indicating a need for improved safeguards [3]. - Consumer trust in Coupang has been notably shaken, impacting its market position [3]. Group 2: User Engagement and Financial Performance - Coupang's monthly active users on mobile fell by 3.5% in January compared to November, while rival Naver saw a 23% increase in the same period [4]. - Average daily consumer spending on Coupang decreased by 6.3% to approximately 139.2 billion won ($97 million) in January from November [4]. - Analysts have reduced their average fourth-quarter revenue estimate for Coupang by 2.2% and core earnings estimates by 6.7% [5]. Group 3: Competitive Landscape and Regulatory Changes - Coupang's shares have dropped around 34% since the data breach disclosure, while shares of traditional retailers and logistics firms have increased [5]. - Proposed regulatory changes may weaken Coupang's competitive edge, particularly regarding its "Rocket Delivery" service, as the government plans to ease late-night restrictions for hypermarkets [6]. - Rivals such as E-Mart, Kurly, and Naver are expanding their fast-delivery services to challenge Coupang's market dominance [7].

Air Lease delivers jet leasing and fleet management to airlines globally, with revenue driven by long-term contracts and aircraft sales.What happenedAccording to an SEC filing dated Feb. 5, 2026, Alpine Associates Management Inc. bought 1,070,853 additional shares of Air Lease (AL 0.05%)in the fourth quarter, bringing its total stake to 1,118,656 shares as of Dec. 31, 2025. The estimated value of the trade is $68.37 million, calculated using the average closing price for the fourth quarter. The quarter-end ...

Core Insights - Nvidia reported record profits with $68 billion in revenue for the most recent quarter, a 73% increase from the previous year, driven primarily by its data center business [1][2] - The data center revenue was broken down into $51 billion from compute revenue (mainly GPUs) and $11 billion from networking products [2] - The company has not reported any revenue from chip exports to China, despite the U.S. lifting export restrictions, indicating uncertainty in the market [3] Company Developments - Nvidia is pursuing a partnership with OpenAI, with a reported investment of $30 billion, and is also collaborating with other companies like Anthropic and Meta [4][6] - Concerns regarding the sustainability of tech companies' capital expenditure commitments were addressed, with the belief that compute investments will soon yield revenue [7] - The CEO emphasized the critical role of compute in generating revenue, stating that without compute, revenue growth is not feasible [8]

Core Viewpoint - Google is planning to test displaying competitors' search results alongside its own in Europe to mitigate potential fines from the European Union related to antitrust issues [1][2]. Group 1: Regulatory Context - The European Commission has accused Google of prioritizing its own services in search results for hotels, flights, and restaurants, which could lead to fines of up to 10% of the company's global revenue under the Digital Markets Act [2][7]. - An investigation was launched in March 2024 to determine if Google violated the Digital Markets Act by favoring its own vertical search engines, such as Google Shopping, Google Flights, and Google Hotels, while discriminating against third-party services [7]. Group 2: Google's Response - In June, Google submitted a proposal to modify its search engine results presentation to address EU antitrust concerns, suggesting that vertical search services (VSS) would be selected based on objective and nondiscriminatory criteria and displayed in a dedicated box at the top of the search results page [8]. - Despite Google's efforts to modify its search result format, competitors expressed that the changes did not comply with the Digital Markets Act, leading to expectations of regulatory consequences for the company [9].

Small Cap Bargains in BrazilIt has been exactly 1 year since I wrote our first bullish piece on Brazil.The thesis is working out well so far.The Brazilian ETF we like (EWZ) is up 54% over the past 12 months.And in January, Brazil got a huge endorsement from hedge fund legend Stanley Druckenmiller. Via Yahoo Finance:Billionaire investor Stanley Druckenmiller’s investment firm built a substantial position in Brazilian stocks just before a major market rally in January.Duquesne Family Office acquired approxima ...

Group 1 - The current leverage in the market, particularly in private equity and private credit, is a significant concern for future risks [1] - The software sector has been notably affected by leverage, with 17% of Blue Owl Capital's loan book allocated to this sector, which is trading at a 170% premium to the S&P 500 despite recent corrections [2] - There are growing concerns about the Asian market, particularly in Korea and Taiwan, as it has become nonlinear recently [3] Group 2 - The halt on redemptions at Blue Owl Capital's retail credit fund may signal potential risks, drawing parallels to events leading up to the 2008 financial crisis [4] - Historical parallels are noted with the collapse of New Century Financial in April 2007 and subsequent fund closures by BNP, leading to the failures of Lehman Brothers and Bear Stearns [5] - The ongoing capex boom in AI among US mega-cap tech companies raises questions about the return on investment, with potential implications for the supply chain in Asia if there is a moderation in spending [6]

Core Viewpoint - GeoPark Limited is a significant entity in the Latin American energy sector, with upcoming quarterly earnings expected to show a slight loss in EPS and moderate revenue [1][5]. Financial Metrics - The company has a price-to-earnings (P/E) ratio of 20.95, indicating a premium valuation by investors [2][5]. - The price-to-sales ratio is 1.12, suggesting that the market values its sales favorably [2][5]. - The enterprise value to sales ratio stands at 2.15, reflecting the overall valuation relative to sales [2][5]. - The enterprise value to operating cash flow ratio is 6.20, indicating how the market values GeoPark's cash-generating ability [3]. - The earnings yield is 4.77%, representing the return on investment for shareholders [3]. - Despite a high debt-to-equity ratio of 2.86, indicating reliance on debt, the company maintains a strong liquidity position with a current ratio of 2.63 [3]. Corporate Governance Developments - Parex Resources Inc. has nominated six director candidates for GeoPark's Board of Directors, following a $9.00 per share offer in September 2025 [4][5]. - These corporate governance activities may influence GeoPark's strategic direction and shareholder interests [4].

Core Viewpoint - The article discusses a class action lawsuit against uniQure N.V. related to alleged securities fraud, with a deadline for investors to seek lead plaintiff status by April 13, 2026 [1]. Summary by Sections Lawsuit Details - The lawsuit is on behalf of investors who purchased uniQure securities between September 24, 2025, and October 31, 2025 [1]. - Allegations include that the design of uniQure's Pivotal Study was not fully approved by the FDA and that the company downplayed the likelihood of needing to delay its Biologics License Application (BLA) timeline due to additional studies [1]. Company Disclosure - On November 3, 2025, uniQure disclosed that the FDA no longer agreed that data from Phase I/II studies of AMT-130 would be adequate for BLA submission, leading to uncertainty regarding the BLA submission timeline [1]. - Following this disclosure, uniQure's share price fell by $33.40, approximately 49.33%, from $67.69 on October 31, 2025, to $34.29 on November 3, 2025 [1].

Core Insights - Western Uranium & Vanadium Corp. will present at Red Cloud's Pre-PDAC 2026 Mining Showcase on February 27, 2026, focusing on uranium and vanadium supply amid increasing nuclear energy policies [1][3] - The company will also participate in the PDAC 2026 Convention from March 1–4, 2026, which is a significant event for mining and mineral exploration [4][5] Company Developments - Grant Glasier, Vice President of Marketing, Project Development and Government Affairs, will provide updates on strategic initiatives and project developments during the showcase [3] - Western Uranium & Vanadium Corp. is advancing its uranium and vanadium portfolio, particularly at the Sunday Mine Complex, which is located in the Uravan Mineral Belt [7] Event Details - The Red Cloud Pre-PDAC 2026 Mining Showcase will take place at the Omni King Edward Hotel on February 27, 2026 [6] - The PDAC 2026 Convention will be held at the Metro Toronto Convention Centre South Building from March 1–4, 2026 [6]