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Panoramic Capital

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Sector Small Cap
Content Type Analysis
Website Substack
Paywall No

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Panoramic Capital
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PharmX - Quick Look

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2022 H1 Review: Better lucky than smart

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Half Baked: TX Group: Preamble: TX Group is a relatively complicated company, with many moving parts. This memo is meant to be a bare-bones explanation of why I own it. TX Group (TXGN) is a Swiss media company. The first thing you need to know about TXGN is that the majority of its revenue comes from legacy newspaper operations.

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PM Thoughts: Empathy

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Quick Look: Blackline Safety

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Rover

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GetBusy

Aug. 24, 2022, 3:03 p.m.

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Panoramic Capital
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Camplify Holding - A Quick Look

Aug. 24, 2022, 2:22 a.m.

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Panoramic Capital
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Hello World!

Aug. 24, 2022, 2:15 a.m.

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Coming soon

April 27, 2022, 11:37 a.m.

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