Portfolio Manager. Research & Insights on Macro Economics, Healthcare/Pharma, Tech & others. All ideas are opinions & are not financial advice.

San Francisco, CA
Joined March 2009
$TEVA is still undervalued, this is a $40 stock. Austedo is a blockbuster. But wait till we get Duvakitug, $5b+ with a host of possible indications.
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$TEVA wow ! ~2x UC remission, ~4x CD response vs. placebo. 27%/35% (UC/CD) best-in-class vs Merck’s ~25%, Roche’s 18-23%. Merck bought Prometheus for $10.8B, Roche $7B RVT-3101. Analysts had $0 assigned. +25% at $23B is nothing. I know we still got Ph3 but why is this not $25+ ?
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This 👇
If the election outcome is as I expected, it should cause the large minority of the country who supported @KamalaHarris and predicted her victory to begin to question their sources of truth. Half the country has believed that @X is filled with mis- and disinformation, and that they could only therefore rely on The NY Times, MSNBC, CNN and other mainstream media for their news. And they did. If, however, you have been active on @X for the last year, you have known the truth days, weeks and often months before the facts appear in the MSM. The MSM excerpted, clipped and cut to defame @realDonaldTrump while claiming that @JoeBiden was fit as a fiddle. Then when Biden’s polls collapsed, @KamalaHarris was anointed the candidate and her hagiography was written with glowing acclaim from the press. But this could not hold as she ducked the media and held fast to the teleprompter. Citizen journalists with their phone cameras in hand captured the real Kamala forcing her to defend her record and her plans in more media appearances. It did not go well and the public demanded to learn more so @KamalaHarris had to risk more unscripted media. The doom loop was underway with perhaps 60 Minutes as one of the more dramatic examples, even after CBS tried to save her, most glaringly by excerpting one answer to replace a word salad response to another. But the citizen journalists on @X quickly caught and outed this fraud and demanded a transcript. As many who supported Kamala began to realize that they have been misled, they became open to Trump as an alternative, but they didn’t want to rely on the media to understand him because they did not want to be misled again. They wanted to hear the candidate in his own words and that is where @lexfridman and @joeroganhq long form podcasts came to the rescue. When Kamala was offered the same opportunities to explain herself, she rejected them. And the voting public could only draw a negative inference. When the story of this election is written, I expect it will be as much about how half of America woke up to the reality that they have been manipulated by the media. This should lead to an abandonment by many of the MSM as their primary source of information. It will push more people to @X, to podcasts and other empirical sources, and it will lead to a more informed public. The other outcome I hope happens is the implosion of the Democratic Party. The Party lied to the American people about the cognitive health and fitness of the president. It prevented, threatened, litigated and otherwise eliminated the ability of other candidates for the primary to compete, to get on ballots, and to even participate in a debate. The Party and the administration used lawfare in an attempt to imprison, bankrupt or otherwise kill off Trump as a candidate. These acts are collectively grave threats to our democracy. With the highest irony in order to hide these acts, the Party accused the opposition candidate of being the grave threat to democracy. The Democratic Party proved itself to be fundamentally undemocratic. It needs a complete reboot. The leadership should be thrown out and those responsible should apologize to the American people. Honest Abe said it best: You can fool some of the people all of the time, and all of the people some of the time, but you can not fool all of the people all of the time.
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Mad respect to @elonmusk for stepping up to save our country and protect free speech. Buying Twitter was a pivotal turning point !
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What an embarrassment of a company Twitter "was". Jack was a weak manager & leader who had no control, clueless with the company he ran LOL. Elon Musk, hats off 👏 #twitterfiles #twittergate
1. Thread: THE TWITTER FILES
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Well said 👏🏻
I hope that even my worst critics remain on Twitter, because that is what free speech means
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$TWTR years ago, we were debating if Twitter could ever matchup to $FB. Today we can confidently say Twitter can't match even match up to $SNAP !
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Come on let's get them $COIN weeklys !
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wtf is this a joke ?😂 NFT #aska flying car business model & marketing pitch is hilarious cnet.com/roadshow/news/flyin… Only real deal in evtol space is Joby Aviation $RTP
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Only in USA, $TWTR and @jack can do whatever they want. But in countries like Russia, India, etc they cave to threats of a ban. Tough road ahead for Twitter Policy team 😆
RUSSIA CLAIMS IT HAS AGREED NOT TO BAN TWITTER BECAUSE THEY ARE COOPERATING.
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Whooo boy !😆
US 10 YEAR TREASURY YIELD RISES TO 1.75%, HIGHEST SINCE JANUARY 2020
$ARKX Great to see Cathie Wood bring attention to the upcoming, innovative Space industry but the ETF holdings are a disappointed. Wtf does $NFLX have to do with space ? Lol. I would rather bet on the future with $SFTW $SRAC $HOL $RTP $ACIC or even older $MAXR
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Nothing against $TSLA but at least she didn't make Teslafy the etf again lol. There are lot of indirect Space companies on the etf but some names like $ACIC $RTP or satellite plays should have been the core of the portfolio. $ARKX
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Let's see what the etf holdings look like in the coming days. But for now, I pass ! $ARKX
Darn, this could have been an amazing SPAC merger if it had gone that way ! theverge.com/2021/3/22/22345…
It's impossible to predict if & when a runaway inflation can happen...trying to trade that is a fool's game. BUT it's equally stupid to be oblivious to it. If & when it comes, Federal Reserve won't be able to control it & it can truly get ugly so be wise & (cont) $SPY $DJIA $VIX
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Not easy finding commodity names that can raise prices while keeping Capex low. But diversification in to such plays esp royalty commodity plays or even healthcare might be the best hedge, without missing a potential extension of the bull run. Of course just my personal opinion😀
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re: Inflation...Maybe this time it is different ?😆