I am based out of India. We have quite a few companies in pharmaceutical and chemical space. Pharmaceutical companies are more into generics or branded generics, CDMOs, APIs. Chemical companies more so of commodity, specialty, agri based. To me they …
Been digging into the Nvidia $500B financing deal from a couple weeks back and the numbers underneath it are wilder than the headline. Posting the actual sourcing here, full piece with charts is linked at the bottom for anyone who …
Kanamic Network (3939.T): The Demographic & Regulatory Moat Business Model: An inter-professional cloud platform dedicated to home care and elderly care in Japan. It connects hospitals, doctors, nurses, and nursing homes. Quality & Moat: Switching costs are very high once …
Silver is trading around $65, but Thu Lan Nguyen at Commerzbank recently argued that its underlying fair value may be closer to $40. [https://news.metal.com/newscontent/103875252-is-silver-fairly-valued-at-40-usd-per-ounce-analysts-warn-of-a-reality-check-without-gold](https://news.metal.com/newscontent/103875252-is-silver-fairly-valued-at-40-usd-per-ounce-analysts-warn-of-a-reality-check-without-gold) Their model reportedly gets there by removing gold’s influence and looking at interest rates, the US …
I’m trying to build out a small personal finance/investing library and am looking for physical copies of: Expected Returns by Antti Ilmanen Asset Management: A Systematic Approach to Factor Investing by Andrew Ang Trading and Exchanges by Larry Harris If …
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Ozempic and Wegovy (same thing more or less I know) look to be wonder drugs. I know of people who are for the first time in their lives seeing astonishing improvements. Most importantly they are starting to be trusted by …
Do you see it as a great opportunity or as a value trap?
It is an electric connection provider , basically electrical infrastructure. Q2 beat on July 31, Goldman/multiple analysts raised price targets to $195-220. It seems to be bullish. Altho insiders have been selling for sure. It's already run up soo much …
I really like Charlie Munger's talk *The Psychology of Human Misjudgment*. I've also been following the SpaceX story, before/during/after the IPO, and I can't help but imagine what Munger would think about this. It's safe to say he wouldn't be …