My core 8 biotech:
These are my core 8 that I would rally around and sell all other companies into any big rally.
TechBio
1. $SDGR
2. $RXRX
3. $EXAI
CRISPR
4. $CRSP
5. $BEAM
6. $MGX
CellTech
7. $SANA
8. $KYTX
All other biotech is expendable at the right price/profit.
You know how private equity, hedge funds and prop trading firms have slightly evil names? “Black Rock” “Cerberus” “Wolverine”? Personally I think it would be much scarier if they had names like “fluffy kitty” or “rainbow tricycle.” Someone make this happen.
@ReformedBroker Once you’ve talked yourself out of it here’s an idea. Start a new RIA. Call it 13FU Capital Partners. Aggregate the responses to your original tweet. Launch a YOLO ETF. Reconstitute each week with new high conviction ideas from FinTwit. Retire to Southampton. You’re welcome.
@ReformedBroker Eastern Standard Kitchen in Kenmore Square has the best bar/bartenders/cocktails. Not a cocktail guy but went there recently with my wife and snarfed down 4 old fashioneds before my feet hit the floor.
@patrick_oshag A product for which I would pay any amount of money: a device that disables Alexa whenever my 2 or 5 yr old tells her to “play Frozen”. Or one that converts Frozen to Sticky Fingers.