MONDAY JUNE 24 I’m a Lilly guy. I’m not gonna deviate for some young company that actually need a bit from Pfizer I would say. To go against Lilly is very very hard. -On Viking Thera ($VKTX) When the president said that it’s gonna pause LNG building until 2028, that just wrecked the whole story….
FRIDAY JUNE 28 Another company that does processes and packaging for electricity and distribution. All of these companies are on fire. This is a good one. -On Powell Industries ($POWL) It didn’t have a great quarter. We’d rather own TradeDesk, I like that. -On DoubleVerify ($DV) This is a really interesting situation. Let’s say I…
THURSDAY JUNE 27 A lot of things I tried to look at, it’s one giant black box, except from the consumer product goods companies. So, I’m gonna have to say there’s other people better to ask. -On Palantir ($PLTR) GameStop raise enough money on the backs of the apes, the memes, the kitties, whatever, that…
WEDNESDAY JUNE 26 I do a lot of work with neuro case. I’ll say this, if they can have something big the stock triples if they don’t it drifts down. I like that risk-reward but understand that it’s speculative. -On Cassava Sciences ($SAVA) I think it’s great. You know we own Danaher. Lantheus is terrific,…
WEDNESDAY JUNE 12 It’s a good story, not a great story. ARMM came public at the same time, I think it’s a better story. But I’d rather have you stick with something like a Broadcom, which is still cheap, and they had this remarkable run just this evening. -On Astera Labs ($ALAB) I’m not gonna…
TUESDAY JUNE 11 It’s a buy. It just come down all the way. I’m not worried all in all. I think it’s in great shape. -On DraftKings ($DKNG) I think Nextracker is terrific (Buy, Buy, Buy). We were gonna try to buy it for the capital trust, it just got away from us again. If it…