Source material behind every call on the tape.
I've been looking into $LGVN ahead of the ELPIS II results expected this August. The setup looks interesting: \- ELPIS II is a randomized Phase 2b trial with 40 children with HLHS. \- Previous ELPIS I data showed 100% transplant-free …
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There is no question that AI is a bubble, but that doesn't mean its going to pop necessarily, and if it does, that statement doesn't decide the timing. Most value investors are more skeptical than the average investor so I …
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BRK is up 3% today after the earnings beat, and It’s crazy how BRK still manages to beat the S&P500 in perhaps one of the biggest 5 years AI bull runs, all without having much AI in their portfolio and …
I've noticed that the stocks of Food and Beverage companies are getting crushed over the last 3+ years. Many are down to the lowest prices in 20+ years. Thoughts on whether this is simply a market rotation chasing tech vs …
YOLO cont’d from earnings. We going 200+ this week. Streets of hummus gonna open up
I don't have any new picks to share - MCD, DKS, and DG are all just sort of hanging out since I picked them up a couple weeks ago - and I don't have a ton of cool DCF analysis …