Dark Genius of Wall Street – the misunderstood life of Jay Gould
I recently read The "first tycoon" - a story about Cornelius Vanderbilt (review is here) and this led the wonderful Amazon algorithm to recommend a book about Jay Gould -…
Why oncology development platform leads to transformative growth for biotech companies – $SGEN and $GMAB
Biotech has been VERY VERY HOT in 2H20 particularly on the back of ARK fund coming in and popularizing the subsector. I am very grate that ARK is investing in…
Why you must use Twitter if you are serious about investing!
With yesterday's events, the defect from Trump administration is accelerating. Twitter was weak today (January 7th) - it was down while a lot of internet stocks have been ripping. While…
We are now entering the age of platform in biotech investing – I like ADC and cell therapy companies here
It has been a long break for me and I have been certainly enjoying it to the max. It is definitely refreshing to actually be able to take time off…
The first tycoon – Cornelius Vanderbilt – why it is NEVER too late
We all, especially those who love history and/or have lived in New York at one point, know Vanderbilt. The name is not just on one of the finest universities in…
Covid-19 Vaccine’s Slow Rollout Could Portend More Problems – WSJ
WSJ headline today seems to suggest that we are much farther from putting covid19 behind than we or equity market thought. It is unclear whether this is "priced in" but…
Why I am more bullish ironically on equities – Investors Double Down on Stocks, Pushing Margin Debt to Record – WSJ
These days when rates are so low, it is probably more important to pay attention to overall capital flow dynamics than sometimes single stock events - another signal that macro…
Housing Boom Brings a Shortage of Land to Build New Homes – WSJ
I have been busy looking at tech stocks recently - this has been fun as it has forced me to take a more macroeconomic view on the world vs. extremely…
Think Like a Rocket Scientist – a simple strategy to improve your work and/or life!
Wonders of Amazon... they know me so well that they make some amazing book recommendations for me. This has been helpful for me to develop my book habit again. I…
Unreal story of CEO of United Therapeutics – lawyer, tech entrepreneur, now leader in biotech, and once male and now female
It is pretty amazing - we have seen many biotech leaders and tech leaders. Both are explosive growth industries with charismatic leaders and they are both rapidly re-shaping peoples' lives.…