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2023 High Conviction Ideas
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2023 High Conviction Ideas
High Conviction Ideas going into 2023
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bearish
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Revolution Medicines
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04 Nov 2024 20:48
2023 High Conviction Update: Revolution Medicines, Time To Take Profits?
I remove Revolution Medicines stock from my high conviction list of ideas due to achieving a $55.00 price target and full valuation relative to peers.
Andrei Zakharov
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bullish
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Cipla Ltd
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02 Nov 2023 18:45
2023 High Conviction Update: Cipla (CIPLA IN)- Q2 Result Beats Estimates; Margin Guidance Raised
In Q2, Cipla clocked record high quarterly revenue at INR66.8B, up 15% YoY, and EBITDA margin of 26%. The company raised FY24 EBITDA margin...
Tina Banerjee
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403 Views
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bullish
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Revolution Medicines
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06 Aug 2023 01:39
2023 High Conviction Update: Revolution Medicines, RVMD/EQRx Deal Adds $1B+ Of Capital
RVMD/EQRx deal will add $1B+ of capital and help to support a rich clinical development pipeline and combination strategies for RAS-addicted cancers.
Andrei Zakharov
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412 Views
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bullish
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Cipla Ltd
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29 Jul 2023 17:34
2023 High Conviction Update: Cipla (CIPLA IN)- Stellar Q1FY24 Performance; Margin Guidance Raised
Q1FY24 result beat expectations. Both India and the U.S. businesses reported record high revenue. EBITDA rose to multi-quarter high. For FY24,...
Tina Banerjee
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387 Views
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bearish
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Polycab India
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22 Jul 2023 18:54
2023 High Conviction Update | Polycab: Played Out As Anticipated, Now Time to Exit
Polycab is up 75%+ in seven months, since our report on Dec 25 2022 as 2023 High Conviction Idea. At current valuation, it appears to be richly...
Ankit Agrawal, CFA
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