biotechwarrior

New York rental housing update – hyperinflation is in the works / why you must pay up for quality

By biotechwarrior October 4, 2021Investing ThoughtsNo Comments

I am very fortunate to own a small apartment in New York, which I bought in late-2010s with money that I saved up since working from early 2010s plus big…

Why I love $TSLA stock – beyond its fundamentals – you have to look at Elon’s financial incentives

By biotechwarrior October 2, 2021Investing Thoughts, News, Watch postsNo Comments

I am a huge $TSLA fan so I tend to look at things about Tesla and Elon Musk with a positive bend. As an owner of Model 3 who loves…

Risk factors for panic sellers: male, >45 years old, or with children – key to long-term wealth creation – why you should look at stocks like Rolex watches

By biotechwarrior October 1, 2021Investing ThoughtsNo Comments

They say that HODLING is one of the most important skills in investing - particularly in volatility, yet upward moving financial market in today's inflationary world. 6 month chart looks…

Why English gives us (Americans) so much competitive advantage out of the gate

By biotechwarrior September 30, 2021Investing Thoughts, Simple thingsNo Comments

In America, we simply take for granted that we speak English out of the gate. I lay out key advantages below- WE HAVE MORE TIME TO DO OTHER THINGS WHEN…

$xlrn $auph – talking about insider trading in biotech

By biotechwarrior September 29, 2021Investing Thoughts, News1 Comment

The financial markets are crazy these days - particularly in biotech where we continue to see signs of insider trading over and over. This month has been about crazy stock…

Sustainable housing inflation ahead? consolidation of real estate ownership by Zillow, Redfin, and Private Equity Funds – power of leverage and compounding in housing market

By biotechwarrior September 26, 2021Investing ThoughtsNo Comments

Last week, President of Zillow was on CNBC. As you all know, Zillow is one of the major online real estate brokerage firms. Zillow is actually no just an online…

Lesson from my PM: Don’t short against management’s bullish tone / hype

By biotechwarrior September 24, 2021Investing ThoughtsNo Comments

I am very lucky in that I met a portfolio manager that cares about my development as an investor. I feel comfortable to share my thoughts freely and as a…

Rough year for biotech investing – checking in on Perceptive Advisors and Avoro Life Sciences

By biotechwarrior September 18, 2021Talking about BiotechNo Comments

2021 is probably the most challenging year for investing in biotech stocks since I have joined the industry (early 2010s). I would think many of you probably have not had…

Screening for good ideas as a hedge fund analyst – case study with Novo Nordisk – assess the set-up relative to fundamentals

By biotechwarrior September 18, 2021Talking about BiotechNo Comments

I recently started looking into Novo Nordisk - studying fundamentals and building out financial models. It is a European diversitfied pharma company that owns a leading position in global diabetes…

New turn in Alzheimer’s drug development? – Roche 2Q21 Financial Update and potential read-thru to Aduhelm approvability in EU

By biotechwarrior July 24, 2021Talking about BiotechNo Comments

Officially the pharma earnings season has kicked off - we had multiple significant updates this week from JNJ, Roche, Biogen, and Novartis. Following the earnings update from large cap pharma…