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Trade

Daily Nugget

CH Robinson Dominates Trucking - $CHRW

- Trucking is gaining favor as the preferred domestic goods transportation method - CH Robinson Worldwide is strategically diversified and dominant in the sector, being the preferred carrier for many suppliers - Although analysts show little upside, the economics of the industry suggest $CHRW still has room to grow
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

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

BREAKING - $CHTR Is F*cked

Yesterday, Charter Communications ($CHTR) got hit with an astronomical punitive fine after one of their repairmen murdered a customer whose home he was servicing in 2019. A brutal blow one day ahead of earnings.