Sublime
An inspiration engine for ideas
New notable Politician trade alerts ✍️
Rep. Markwayne Mullin (R) just filed $350K of buys in stocks that most haven't heard of
~ $50K of Stride $LRN
~ $50K of Iron Mountain $IRM
~ $50K of Mastec $MTZ
~ $50K of Primo Brands $PRMB
~ $50K... See more
$BBIO CEO really dunked all over $ALNY today, thinks their drug can't compete and it would be illogical to choose them
3 months vs 8 months, man had a point and I memed it right away https://t.co/gcvdJ76WCw
DoctorDueDiligencex.com
35 biotech hedge funds have reported filings for Q1 '23!
Over 25 smid-cap biopharmas held in at least 5 hedge fund Top 20s this past quarter...
Tickers in 6 hedge fund Top 20s:
$SWTX $TERN $RXDX $CRNX $APLS $SGEN $RYTM and more...
Which tickers were... See more
@Ocean11Danny Small niche services companies. $MXCT, $CLPT, $RGEN, $BLFS
CROs: $MEDP, $CRL
Large conglomerates: $DHR, $TMO
Deep Sail Capitalx.comI'm always tracking young, polarizing companies with transformative tech that are true moonshots -- they could either 10x in value or drop to zero.
Here are the 10 names I'm watching that fit this category 🧐
1. $ASTS | AST SpaceMobile
• Industry | Space-based... See more
Shay Boloorx.com
$SMLR Semler Scientific needs to be on your radar as a high growth, ROIC, ROA opportunity
300 million market cap:
- 17x trailing earnings, 10x projected earnings for 2024
- 10 year trailing revenue growth of 25%
- Highly profitable... See more
Royalty Pharma is a fascinating business.
The name pretty much explains the business model -- they purchase royalty streams from academia, biotech, and pharma companies.
It's, unsurprisingly, insane profitable.
63% EBIT margins and 127% operating cash flow... See more
Genomic stocks are still in the early innings but looking at their current EV -- they've have all been CRUSHED the past two years that these names are now criminally undervalued🤯
$CRSP, $DNA, $NTLA, $BEAM, $TWST, $VERV, $PRME, $EDIT, $CRBU, $NVTA https://t.co/NimUWFLq7C