Naimish Pandya

Husband. Father. Physician. Seeking growth & adventure
Forever a Learner....

[Cassandra Unchained @michaeljburry]

A fun game in times like these is to go to the S&P 500 Index and see how many profitable companies one can buy with the bubble private company valuation.

The number that Anthropic’s valuation buys is 78, including Domino’s, Clorox, Smucker, Stanley Black & Decker, Deckers, lululemon, McCormick, Tractor Supply, NVR, Albemarle, FedEx Freight, News Corp, Alllian Energy, Kimco Realty, Hormel Foods, Clorox, Weyerhauser, DaVita, Zimmer Biomet, Lennox, Masco, A.O. Smith, MGM, Wynn, Brown-Forman, Norwegian Cruise Lines, Hungtington Ingalls, and many more.

The largest inflation adjusted valuation at pre-IPO of 1990-2000 was UPS at $119 billion, 92 years old at the time. That was 26 times earnings at a net margin of about 8.6%, 2.4x sales.

[Naimish Pandya @NaimishPandya]

@StockSavvyShay Beautiful -- wish you lots of joy, happiness and good health together.

[Peggy C @Peggy579]

@chipfranklin Taylor represents all that is good and good, always wins over evil.

[Naimish Pandya @NaimishPandya]

@Pharmdca What are your thoughts on the WM opportunity and the potential for Mavorixafor to be used for CXCR4 mutation lympoma (LPL especially)? The company is presenting data on WM at the upcoming EHA meeting. Another potential market opportunity?

[Naimish Pandya @NaimishPandya]

@Pharmdca Great thread on $XFOR and review of data. Very much appreciated!

During their virtual event on May 16th, the company noted that cancer associated neutropenia is not a priority for development considerations.

[The Problem With Jon Stewart @TheProblem]

State Sen. Nathan Dahm (R-OK) has penned several bills loosening gun restrictions, including the nation’s first anti-red flag law. He thinks these bills protect the Second Amendment – and that they make us safer. We think it's probably one or the other. Watch it on @AppleTVPlus.

[Naimish Pandya @NaimishPandya]

@AviPatel_20 @CoachDev12 @PaFootballNews @EPAFootball @PRZPAvic @PrepRedzonePA @CoachJayUConn @ArtisticMayhem1 @CRN_Football Congrats Avi! Hard work has paid off...

[Stockmoney Lizards @StockmoneyL]

#Bitcoin

"This time is different" - and yet, market psychology turns out to be true in ANY chart - over and over again💯💯💯

“The intelligent investor is a realist who sells to optimists and buys from pessimists.”

Benjamin Graham 🌼

[Naimish Pandya @NaimishPandya]

@BoyanSlat Admire your work. Truly awesome! Was hoping to see if my teenage kids and I can work with your team as volunteers. Would love for all of us to learn and lend a hand at your incredible efforts. Cheers

[Tom Inglesby, MD @T_Inglesby]

Dangerous rise in COVID cases around US. We need to strengthen containment efforts and change directions. But it’s not inevitable that COVID cases will inexorably grow thru winter, sweep all parts of the country, or that our fate is sealed. We can change directions. 1/x

[Naimish Pandya @NaimishPandya]

Remdesivir for the Treatment of Covid-19 — Final Report | NEJM https://t.co/V3AAt7QvKu

[Squawk Box @SquawkCNBC]

"The entire Pacific Rim has less than 1,000 infections a day. Having a raging epidemic is not inevitable...certainly the entire Pacific Rim isn't in on a conspiracy," says @ScottGottliebMD.