Treasure Hunting

Treasure Hunting

Q1 Earnings Updates - Part I

Updates on ACNT, CPH.TO, and three undisclosed positions

Sebastian's avatar
Sebastian
May 10, 2026
∙ Paid

Q1 earnings season is already underway, and with five portfolio companies that have already reported, it is time for an update.

In this post, I will cover Cipher Pharmaceuticals (CPH.TO), Ascent Industries (ACNT), as well as three publicly undisclosed positions.

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