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Finding Compounders
How can two investors having the same stocks in their portfolio have different results?
I answer that question in my latest newsletter post
The link is in my bio https://t.co/1aOGaHlwQz
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How can two investors having the same stocks in their portfolio have different results?
I answer that question in my latest newsletter post
The link is in my bio https://t.co/1aOGaHlwQz
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Offshore
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Stock Analysis Compilation
Baron Health Care Fund on Wave Life Sciences Ltd. $WVE US
Thesis: Wave Life Sciences Ltd. is developing innovative RNA-based drugs, particularly excited about their exon-skipping treatments for Duchenne Muscular Dystrophy and a promising RNAi obesity drug, supported by strong preclinical results and a novel RNA-editing platform.
(Extract from their Q4 letter)
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Baron Health Care Fund on Wave Life Sciences Ltd. $WVE US
Thesis: Wave Life Sciences Ltd. is developing innovative RNA-based drugs, particularly excited about their exon-skipping treatments for Duchenne Muscular Dystrophy and a promising RNAi obesity drug, supported by strong preclinical results and a novel RNA-editing platform.
(Extract from their Q4 letter)
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Offshore
Video
Finding Compounders
Charlie Munger’s answer when asked on when to sell .
Investors need to adopt this kind of thinking
“Find Costco’s, not good exits” https://t.co/vmHS4xe6bk
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Charlie Munger’s answer when asked on when to sell .
Investors need to adopt this kind of thinking
“Find Costco’s, not good exits” https://t.co/vmHS4xe6bk
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Offshore
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Stock Analysis Compilation
Alger Mid Cap Growth Fund on Astera Labs $ALAB US
Thesis: Astera Labs is a semiconductor company specializing in connectivity solutions for data-centric systems, optimizing performance in high-performance computing environments.
(Extract from their Q4 letter) https://t.co/GSZJw0ij03
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Alger Mid Cap Growth Fund on Astera Labs $ALAB US
Thesis: Astera Labs is a semiconductor company specializing in connectivity solutions for data-centric systems, optimizing performance in high-performance computing environments.
(Extract from their Q4 letter) https://t.co/GSZJw0ij03
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Offshore
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Quiver Quantitative
Airship AI stock has now risen 258% since we posted this last year.
We post insider alerts on @InsiderRadar these days.
Check it out if you haven't yet! https://t.co/cOZGOTP41s
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Airship AI stock has now risen 258% since we posted this last year.
We post insider alerts on @InsiderRadar these days.
Check it out if you haven't yet! https://t.co/cOZGOTP41s
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Offshore
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Quiver Quantitative
Here's an update on Nancy Pelosi vs. The Market.
Track politicians' portfolios on Quiver. https://t.co/y8kuAM3LD3
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Here's an update on Nancy Pelosi vs. The Market.
Track politicians' portfolios on Quiver. https://t.co/y8kuAM3LD3
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