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Today is Tuesday, March 17, 2026.
The Early Bird Index today is 75.65.
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PRESENTED BY BLUE CO
Why Did a Software VC Managing Partner Invest in Real Estate?
Tim McLoughlin, Managing Partner at Cofounders Capital, usually backs software, but he’s personally invested in Blue Co twice. Why? "Jason went above and beyond for his shareholders... I didn't just invest in the idea; I invested in the person I’ve trusted for a decade."
Check out the town hall recording for more from Tim and why he invested: wefunder.com/blueco
Disclaimer: Cofounders Capital did not invest. Tim invested personally.
Data is Dead 🚨 You Lose
It could suddenly become more difficult to be a stock investor while keeping track of the latest financial updates from public companies.
Details: The Wall Street Journal reported on Monday that the SEC is preparing a proposal that would end the requirement for companies to report earnings quarterly. In a proposal expected to be released as early as next month, companies would have the option to report results twice a year rather than four times.
Early Bird’s Nest Egg Gains: The potential shift away from mandatory quarterly SEC filings changes how often investors get standardized, audited information and how management is incentivized to run the business.
Proponents say the changes reduce compliance costs and allow companies to focus more on long-term allocation rather than managing short-term quarterly goals.
Critics say there’s less timely and transparent information for investors, there is a higher risk of selective disclosures, weaker oversight, wider dispersion in estimates, more uncertainty, less data for investors, and it could erode trust in the public markets.
Final Thoughts: This change could be a disadvantage for average investors, who rely more on public filings than on private channels.
Notables
Notable Earnings Today: Oklo (NYSE: OKLO), Tencent Music (NYSE: TME), Lululemon Athletica (Nasdaq: LULU), DocuSign (Nasdaq: DOCU), HUYA (NYSE: HUYA), ZTO Express (NYSE: ZTO), Academy Sports + Outdoors (Nasdaq: ASO), Titan America (NYSE: TTAM), Kestra Medical Technologies (Nasdaq: KMTS), Andersen Group (NYSE: ANDG), Atour Lifestyle Holdings (Nasdaq: ATAT), Elbit Systems (Nasdaq: ESLT), Folding Holdings (Nasdaq: FLD), GDS Holdings (Nasdaq: GDS), HealthEquity (Nasdaq: HQY), IZEA Worldwide (Nasdaq: IZEA), Neuronetics (Nasdaq: STIM), PSQ Holdings (NYSE: PSQH), Trevi Therapeutics (Nasdaq: TRVI).
Notable IPOs Today: Fundrise Innovation Fund, LLC (NYSE: VCX), First Horizon Corporation (NYSE: FHN), Swarmer, Inc Common Stock (Nasdaq: SWMR), BlockchAIn Digital Infrastructure, Inc (NYSE American: AIB).
Notable Equity Crowdfunding Campaigns Ending Today: Suwannee River Farms (Republic), Loch Lomond Brewery (Crowdcube), Atelier Katanga (Crowdcube).
Notable Economic Events Today: ADP Employment Change Weekly (8:15 a.m. ET), Pending Home Sales (10:00 a.m. ET), API Weekly Crude Oil Stock (4:30 p.m. ET).
Beyond Meat Delays Filing
Gif by TripleOs on Giphy
Plant-based meat company Beyond Meat $BYND ( ▲ 6.29% ) fell 3.87% in after-hours trading on Monday after disclosing that it will delay the filing of its annual report because it needs extra time to review inventory balances.
Financials: Beyond Meat also disclosed preliminary revenue for the past quarter, which totaled about $61 million. The company reports its full financials next Wednesday.
Final Thoughts: It’s another setback for Beyond Meat. The stock is down over 77% in the past 12 months.
XRP’s Mid-March Surge
The price of the cryptocurrency XRP $XRP ( ▲ 2.63% ) jumped about 8% on Monday and is now up 14% in the past 7 days.
Final Thoughts: Despite the recent surge, XRP is still down about 8% this year.
Trends to Watch
Shifting Dynamics: Bitcoin just surged past $75,000. Derivatives seem to be driving the rally. (CoinDesk)
Nvidia’s Latest: Nvidia Built the A.I. Era. Now It Has to Defend It. (New York Times)
Labor Pains: Thousands of meatpacking workers walk off job in first strike in 40 years (CNN)
Surprise AI Winner: Meta could be winning the AI race, just not in the way you'd expect (Business Insider)
Biking to the Gym: Peloton is launching bikes and treadmills for gyms, accelerating commercial strategy (CNBC)
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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations, and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.
