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Companies that put the everyday investor first
Remedy's big sequel launch and a $200m VEON buyback, in our redesigned Curation Briefing.
Companies that put the everyday investor first
We have redesigned our newsletter. Every company in this email has chosen to talk directly to everyday investors, not just the big funds. Here is what they have been up to this week.
Deep dive 01: Remedy Entertainment (REMEDY FH)
Big sequel lands and receives strong reviews
CONTROL Resonant, the sequel to Remedy's multi-award-winning CONTROL, launched worldwide on Thursday 24 September on PlayStation 5, Xbox Series X|S and PC. Critics like it: it is sitting in the mid-80s on Metacritic across platforms (84 PS5, 83-85 PC) from dozens of reviews, on par with the original game's scores, and several outlets are already floating it as a game-of-the-year contender.
The launch also demonstrates Remedy's ongoing shift from 3rd party developer to IP owner. Remedy owns the whole Control franchise outright, having bought the rights back in 2024. Keeping the IP means shareholders benefit more for the long-term success of the game, and opens the door to other monetisation avenues such as TV or film rights. If Remedy can build successful games under its own IP umbrella, that could dramatically improve the value of the business.
~84 Metacritic (PS5) · 100% franchise owned · 15 Oct physical editions
Deep dive 02: VEON
VEON puts $200m behind its own shares
On Wednesday, VEON announced a new programme to buy back 3.9% of its outstanding shares (around $200m at current prices) upgrading the minimum $100m a year it had promised since 2025. By its own maths, that works out to roughly a 5.5% yield on the average share price over the past twelve months.
Every share bought back will be cancelled rather than held in reserve, so the remaining shares each represent a slightly bigger slice of the company. It follows an already-completed $100m buyback programme, signifying VEON's commitment to returning cash, the strong financial position of the company, and the management's view that the shares are undervalued.
$200m new buyback size · 3.9% of shares outstanding · 5.5% implied yield
Also this week
Premier Uranium: A new chair as the US uranium push builds
Michael Harrison takes over as Chairman on Tuesday, following the recently announced strategic partnership with DISA Uranium. More.
Explainer: What is a share buyback, and why cancel the shares?
A buyback is a company using its own cash to purchase its own shares on the open market, the same way any investor would. Rather than holding those shares to reissue later, VEON is cancelling every one it buys. That shrinks the total number of shares in existence, so each share left in circulation owns a slightly larger piece of the same company. It is one of two main ways companies hand cash back to shareholders, the other being a dividend.
From the Collective
Bitcoin clears resistance, and the read-through for digital assets
Bitcoin pushed above $83,000 this week, clearing its prior high. The bigger structural story the Collective is watching is tokenisation: US regulators have opened a route to on-chain trading of listed shares, and if stablecoin-style settlement ends up carrying tokenised equities the way it already carries crypto, the infrastructure behind digital assets stands to benefit long before any single token does. CoinShares sits right in the middle of that infrastructure.
CoinShares: one of the world's largest digital-asset managers.
Sourced from: The Cut After Close, 21 September 2026 (internal Curation Collective note).
Best Content Shared This Week
🎥 Psychedelics Move Closer to Mainstream Medicine
Why Watch? Eli Lilly's $2.8bn acquisition of AtaiBeckley highlights how quickly psychedelic medicine is moving from experimental science toward Big Pharma. This explains how a synthetic compound derived from toad venom could overcome three of the biggest barriers to psychedelic treatment: long sessions, unpredictable dosing and difficult clinical trials, and why positive Phase 3 data could open the door to much broader adoption. Watch here.
🎧 Boom Supersonic: Disrupting Aircraft Engines
Why Listen? Boom's supersonic ambitions are becoming an engine and infrastructure story as much as an aircraft one. The discussion explores why bringing engine development in-house could challenge the traditional aerospace supply chain, while Boom's move into 42MW data-centre power systems creates a potential revenue stream before its airliner ever flies, with interesting read-throughs for Boeing, Rolls-Royce and United Airlines. Listen here.
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