Sublime

1/ New Lux LP letter––Q2 2024 a clarion call for scientific advancement (and all who FOSTER, FIND, FUND and benefit from it) as the cornerstone of our collective future in 5 sections we cover -rebellious scientists -importance of laboratory culture -... See more

Solving "boring" problems can be lucrative in life science. Danaher is a conglomerate that makes your centrifuges, antibodies, microscopes, etc. Within ~1/2x $AAPL return since '85...without making a drug. "Hard" to replicate but underrated in all the high-flying tech talk. https://t.co/2zVGmHeFkf

top search firms obsess over top multistage giants. im building nucleus to support the emerging and on-the-way managers building tomorrow’s top 10. my take: at least 5 new funds crack every list by 2030, replacing legacy platforms bleeding their best partners to back them properly, we’re cur... See more

Labcorp quietly entered the longevity testing game. Their new Whole Health panel covers 1,000+ biomarkers—similar to what startups like Function & Superpower offer, but DTC. As labs make these moves, the value will shift to interpretation, care, and outcomes. https://t.co/4kEoQoxgst

The secret of hedge funds is revealed in a 41-page PDF: This paper analyzed 464 stocks that 10X-ed over a 24-year period. Here are the best factors that drive outperformance: (number 3 is the best 🧵) https://t.co/QN4q7EQ2N1

Someone let ChatGPT run a stock portfolio. over 2 month ChatGPT’s portfolio is up +29.22% vs. the S&P 500’s +4.11% over the same window. (Prompts, Code, Github listed) The process works as follows. ChatGPT is given real market data e... See more