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Going back to the (premium) zombie bio well
~Last March, we saw a massive selloff in the pharma and biotechs indices.
17 hrs ago
7
2
Bill Chen's follow up on REITs and $ALX
YAVP #367
Feb 5
7
Bill Chen on the current set up for REITs
YAVP #366
Feb 4
7
Fairfax Loves Under Armour. I’m Not So Sure. $UA $FFH
Every person has some strange, quirky interest that they’re really into but most people don’t care about.
Feb 2
25
5
2
January 2026
January 2026 Random Ramblings
Podcast #365
Jan 28
28
January 2026 Premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site!
Jan 27
7
4
Avation Post-Mortem with Jeremy Raper $AVAP
Podcast Episode #364
Jan 23
4
General Market Thoughts and the Case for Change at Humm with Jeremy Raper
Podcast Episode #363
Jan 21
8
Will this be a different $TRIP?
It didn't work for them, but maybe this time....
Jan 20
17
1
Adam Buckstein's Stride Thesis $LRN
Podcast Episode #362
Jan 18
10
2
The (Working) Theory of Weird Markets
Podcast Episode #361
Jan 15
10
A primer on "for sales"
TL;DR: this post is meant to serve as a quick primer on “for sales” and why I don’t like them; my hope is that it’s both educational and that I can…
Jan 14
17
1
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