Independent Research, Turtles all the way down

Turtles all the way down

Writing short articles about mis-priced boring stocks around the world.

Independent Research

Equity Bottom-Up

<ul><li>I have again taken a position in Atea Pharma (AVIR) .</li><li>I wrote this up a little over a year ago and flipped it for about a 20% profit within a few months.</li><li>I kind of forgot about it as I lost interest in these pharma special situations, but given recent events AVIR is too enticing to ignore.</li></ul>

I have again taken a position in Atea Pharma (AVIR) .I wrote this up a little over a year ago and flipped it for about a 20% profit within a few months.I kind of forgot about it as I lost interest in these pharma special situations, but given recent events AVIR is too enticing to ignore.

Atea Pharmaceuticals

Reviving two old ideas