NRIX 2026-08-24 Nurix Therapeutics: Roche Has Changed The Economics Of The Bull Case
Equity Eagle Monday, August 24, 2026
NRIX 2026-08-24 Equity Eagle 
From X
Ian Bezek on X
Brazilian election. Who wins, and what's your view on $EWZ?
Ian Bezek on X
@taobanker I half heartedly pitched $jd the week it bottomed with an apology attached to it for buying such a hated stock. Sure enough straight up
Ian Bezek on X
Well would you look at that. $COLO $EWY https://t.co/fIuPhTl9TI
Ian Bezek on X
@AurelionRsch There's 2x $MEXX and 2x $BRZU, but there hasn't been enough underlying volatility to cause them to blow up like semis or Korea.
Ian Bezek on X
@SowingAlphaSeed Of the US indexes, my personal holdings are now most correlated to $dia. Weird world.
Ian Bezek on X
@TidefallCapital I think macro beer is still deeply challenged, though I own a little bit of $TAP and $ABEV. I'm much more confident spirits will recover.
Ian Bezek on X
@InvestsCletus That's probably part of it. Day like today $CIB up $AVAL down would play toward that idea.
Ian Bezek on X
Nice and steady bull advance in Colombia $COLO ahead of the new government taking office next month. https://t.co/U3KyV8SBrD
Investor Letters
All letters
RCEL 2026-08-24 AVITA Medical: Favorable Reimbursements For Skin Wound Care
Myriam Alvarez HMY 2026-08-24 Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy)
Prakhar Agarwal, CFA 
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