MBP

[MBP @mmperry3]

@aseitzwald True. Platner could have gone to any school in the area that would take him. Odd to go to John Bapst which is much farther away than Ellsworth or GSA. Common occurrence in Maine.

[MBP @mmperry3]

@aseitzwald BTW both my late 70s parents (mom liberal and actively dislikes Collins and dad who is middle of the road) will not vote for Platner. Mother did vote for Gideon in 2020. One reason- Collins has secured a lot of $ for library and fire dept in their community.

[MBP @mmperry3]

@aseitzwald @AsimBajwaISPR Sorry meant @aseitzwald

[MBP @mmperry3]

@aseitzwald @AsimBajwaISPR I was born and raised in Maine (Penobscot county). Moved away after college, but parents and family still there and lived there again during COVID. Is this any different from 2020 when Gideon consistently polled ahead of Collins and then lost badly?

[MBP @mmperry3]

@macrocephalopod @AgustinLebron3 @FundamentEdge This is an exact description of Millennium’s business (at least their business 7-10 years ago). Fundamental managers provide the signal for the
central book.

[MBP @mmperry3]

@DurableCreators Dialysis providers: Davita and Fresenius have 70-80% market share.

[MBP @mmperry3]

@glukianoff One more deep cut: The Elevator Drops. Tremendous first album

[MBP @mmperry3]

@glukianoff Also The Three O’clock

[MBP @mmperry3]

@JacobAShell Maine, in general. Northern Maine in particular.

[MBP @mmperry3]

@asymmetricinfo 10-15 years of being squeezed by PBMs on reimbursement. No coincidence that the only one semi-surviving (CVS) bought a PBM 15 years ago.

[MBP @mmperry3]

@mattyglesias Ellsworth(?) isn’t very rural for Maine. That said, I found tahini in Greenville this summer.

[MBP @mmperry3]

@Tyler_A_Harper PWM is great. BGR is good as well.

[MBP @mmperry3]

@jessesingal Jellyfish - Spilt Milk

[MBP @mmperry3]

@LongShortHC @jimbovelure Those shops are alpha machines but the pods themselves are not. their competitive advantage is not the pod structure or PM selection, it's risk managment, speed of execution, and quantiative modelling. the pods come and go, with avg turnover of 40%.

[MBP @mmperry3]

@ZReitano Meant Greenstone

[MBP @mmperry3]

@ZReitano @vishalgulati_ What makes you think the Greenhouse generic is better than any others?

[MBP @mmperry3]

@chrissyfarr Simple - reserves.

[MBP @mmperry3]

@Valuetrap13 Also, WBA needs more volume in pharmacy and can’t figure out how to get it without cutting price. This was my biggest problem w the co and stock. CVS willing to cut deals on PBM side to get more pharmacy volume. CVS been a big share gainer vs WBA.

[MBP @mmperry3]

@Valuetrap13 Pessina super successful in EU but doesn’t have answers (yet) on how to fix US biz.