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Investing

Daily Nugget

LianBio - A Promising Phase II Biotech $LIAN

We kicked off our overview of pharmaceuticals yesterday with a brief overview of the challenges the sector faces, and how to mitigate the potential difficulty of selecting early stage companies to invest in with hedge fund replication.
Daily Nugget

Who Supplies Your Pharmacy?

We kicked off our overview of pharmaceuticals yesterday with a brief overview of the challenges the sector faces, and how to mitigate the potential difficulty of selecting early stage companies to invest in with hedge fund replication.
Daily Nugget

Learn From the Best - Hedge Fund Replication

Last week Congress changed the tone of the US biotech and pharmaceutical industry with a new piece of legislation which would allow Medicare to cap or negotiate drug prices.
Daily Nugget

Alphabet Soup - $GOOGL

Alphabet's latest earnings results delivered a near miss after revenues grew by 12.6%, short of expectations.
Daily Nugget

Is Growth Gone?

In recent weeks, a slew of tech companies including giants like Alphabet, Apple, Meta, Tesla, and Microsoft have said they'll slow hiring while economic conditions remain uncertain.
Weekend Wrap

Recession, Or Not?

Euro Zone GDP Surprise - Looks like Euro Dollar parity wasn't meant to be. Last week, every Euro Zone country except Germany exceeded GDP expectations for 2Q22.
Daily Nugget

$PKG Surprises Again

On Tuesday we mentioned Industrials and Materials as a possible “recession-proof” sector, citing its relative outperformance against the S&P 500, and the strength of its constituent subsectors.