My Top 10 Ideas As Of End of May 2024: Disclaimer: Not investment advice. Do your own research. For informational purposes only. I reserve the right to change positions after publishing as events change. Position rankings are accurate as of pre-market 5/27/2024 when writing was completed.
May 28, 2024, 11:01 a.m.
Podcast #2: PODD, ELEV, FGEN, AVDL: A quick 18 minute podcast with some thoughts on news from the last week. Companies Covered and Timestamps: $PODD (0:00) $ELEV (4:24) $FGEN (9:06) $AVDL (17:08) Outline PODD Earnings Thoughts U.S. on target International better than expected Q2 and Q3 are weak comps
May 13, 2024, 2:54 a.m.
My Top 10 Ideas As Of End of April 2024 : Disclaimer: Not investment advice. Do your own research. For informational purposes only. I reserve the right to change positions after publishing as events change. Position rankings are accurate as of post-market 4/29/24 when writing was started. Two new names enter the Top 10 this month, and two leave…one because of a very nice run-up and buyout! Let’s begin.
May 1, 2024, 12:03 p.m.
My Top 10 Ideas As Of End of March 2024, Part 2: Disclaimer: Not investment advice. Do your own research. For informational purposes only. I reserve the right to change positions after publishing as events change. Position rankings are accurate as of pre-market 3/25/24 when writing was completed. This is the second part of yesterday’s post!
March 28, 2024, 1:02 p.m.
My Top 10 Ideas As Of End of March 2024, Part 1: Disclaimer: Not investment advice. Do your own research. For informational purposes only. I reserve the right to change positions after publishing as events change. Position rankings are accurate as of pre-market 3/25/24 when writing was completed. No time to waste this month as there has been some significant changes and if you have been reading the last two months you already know the deal so let’s get into it!
March 27, 2024, 1:02 p.m.
My Top 10 Ideas As Of End of February 2024: Disclaimer: Not investment advice. Do your own research. For informational purposes only. I reserve the right to change positions after publishing as events change. Position rankings are accurate as of 2/28/24. Hello, this is my monthly update on my top biotech positions. I’ll keep it short and sweet here at the top: very low turnover with only one new name entering the list this month. That’s great! That means every new idea I’m finding isn’t impress
Feb. 28, 2024, noon
