Brendan

Biotech investor. Seeking alpha analyst and full-time investor. Co-founder in biotech and science geek 🧬🔬🥼🧪

[Brendan @BrenMOBoyle]

@mirthpilled @RealEmirHan Seems like weird projection. Human brains don't invent highly specific, bizarre scenarios out of thin air. If someone makes a weird accusation, they have to be pulling that specific imagery from somewhere. It’s likely from QT’s subconscious and makes me suspicious he is into BDSM

[Brendan @BrenMOBoyle]

@TidefallCapital @ariaradnia Because they get stock based comp. Why would you buy when you already get shares and have a target painted on your back if you trade at the wrong time?

[Brendan @BrenMOBoyle]

@DavidBCollum But if they make it to Miller’s planet every hour is 7 years of compounding

[Brendan @BrenMOBoyle]

Flashback to the Silicon Valley Tres Comas Tequila:

[Brendan @BrenMOBoyle]

@BoomerDivvies It depends on the person. If you are careless with money the former, if you are careful with money the latter.

[Brendan @BrenMOBoyle]

@taobanker I don't find the current price to be appealing enough to want to buy. Below $200 could change that, but I've learned to stay in SPX unless I get a fat pitch.

[Brendan @BrenMOBoyle]

@zerohedge All is lost if they initiate a dividend lol

[Brendan @BrenMOBoyle]

@taobanker Idk if you can blame MB here. Technically he's right on the stock (triple beat), he's just wrong about predicting how the market would react.

[Brendan @BrenMOBoyle]

@taobanker To lose or not to lose at $176/share, that is the question…

I still hate how I’ve avoided this all year, but the market is getting so stupid it’s forcing me in 😂

[Brendan @BrenMOBoyle]

@taobanker These market degenerates are going to force me to buy $ADBE too. I hate you guys lol 😂

[Brendan @BrenMOBoyle]

@taobanker All my life, I have aspired to the latter

[Brendan @BrenMOBoyle]

@steady_profits Around $175 it becomes hard to envision losing money long-term. At that price you are expecting 10% annual contraction, almost no terminal value with a 10% WACC. It may be a cigar butt investment tho, I don't see this getting back to $700/share in 10 years.

[Brendan @BrenMOBoyle]

@rsl12345 @ETFAndChill I seriously doubt that, but if so you are a massive outlier.

[Brendan @BrenMOBoyle]

@DavidBCollum That would make the peanut gallery angry

[Brendan @BrenMOBoyle]

@leadlagreport After all, isn’t the greatest pair trade of all time being long $BTC and short a kidney?

[Brendan @BrenMOBoyle]

@drsprs @flippyfloppy52 I think you could only predict negative reactions for sure