What I've Been Reading (7/5-7/12) - by Uncovering Value
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Software in no-man's land, agentic AI use at Citadel, and more
What I've Been Reading (7/5-7/12) Software in no-man's land, agentic AI use at Citadel, and more Uncovering Value Jul 13, 2026 2 Share 7/5-7/12 News, filings, etc. CMCSA Peacock to be profitable in 2Q ( link ) Versant buying golf simulator company Full Swing for $530m “GFL Environmental (GFL) has held discussions with Apollo Global Management (APO) regarding a potential investment or takeover, Canadian newspaper The Globe and Mail reported Sunday, citing a source familiar with the talks.” (MT Newswires) “Morgan Stanley analyst Sean Diffley and his team now expect Starlink to reach about 16 mil
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