Browsing: Exposure

Sirmium Capital recently released its quarterly Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter examined a highly concentrated, AI-driven market in which a narrow group of technology and infrastructure-related stocks supported headline indexes while many other businesses remained substantially below their previous highs. Sirmium reported an average client…

Novocure Limited NVCR recently disclosed that it identified unauthorized access to certain information systems through a subsidiary in mid-August 2026. Following detection, the company activated its cybersecurity response plan, implemented containment measures and launched an internal investigation with support from independent cybersecurity forensic experts.