Investors increasingly view the market as a bifurcation with long duration, hyper growth, and meme stocks on one end, and high quality and growth-at-a-reasonable price companies on the other. There is a general perception among many investors that Tesla belongs in the…
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Summary While obscured by a tarnished reputation and suppressed pandemic-related occupancy rates, WeWork is a highly-profitable leader in a fast-growing…
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What I'm doing here
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Why I have an active investing approach despite the conventional wisdom
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Summary On Thursday, Biogen presented additional aducanumab data at CTAD that answered some questions, and raised others Bulls believe the totality of…
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Summary In this note, I detail some common elements of the bear thesis, as well as the counterarguments to this thesis. Low compliance serves as a risk…
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Summary Is Peloton the next short-lived fitness fad? Peloton has a lasting product with the engagement of a live class and the convenience of a home…
Strong omaveloxolone results in FA was a surprise and could generate $1B+ in sales. Importantly, their Nrf2 activators could potentially treat many…
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The Non-Consensus