MedTech as an Investment Theme
Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big...
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Andrew on Tech: IOT Everywhere
The proliferation of IoT: With over 25% 5-year CAGR for IoT devices shipment and wafer foundry market but a very fragmented vendors list, we...
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New Long Position: 'Red Bull' like Immune Boost Against Cancer
Immune Design Corp (IMDZ US) is an emerging immuno-oncology company (based in Seattle, Washington) that is using its proprietary technology in...
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Contrarian Idea of the Day: Long Dynavax Technologies (DVAX US)
Dynavax Technologies (DVAX) common stock plunged today after receiving a complete response letter (CRL) from FDA regarding its approval...
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Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
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