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Investment

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.
Weekend Wrap

Too Many Payrolls

SPR Drawdowns - In a last-ditch effort to stabilize gas prices, the White House has released almost half of the Strategic Petrolium Reserve without any plans for replenishment.
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

Amazon Under Jassy - $AMZN

Amazon ($AMZN) shares have falled 35% since Jeff Bezos stepped down last year to focus on personal projects (and yachting) and gave the post to his number two, Andy Jassy.
Daily Nugget

The Metaverse Flopped - $META

Innovation is seldom a safe thing. Last week newly renamed Meta Platforms ($META) released its unusually disappointing 2Q22 earnings report.
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.