humour

@humour_humourrr

Trying to pay off wife's six figures school loan. Opinions ONLY. Main focus on biotech/SaaS/life sciences. Long term Member of 👇 and love it!

Rockville, MD
seekingalpha.com/checkout?servi…
Vrijeme pridruživanja: travanj 2010.
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  1. Prikvačeni tweet
    1. velj

    Introducing monthly update series of main portfolio Focus on small/mid cap biotech/SaaS/life sciences. YTD: Portfolio +4.12% SPY -0.16% About 5% in cash. From biggest to smallest position:

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  2. prije 14 sati

    Did anyone else notice that all "we are all going to die from the virus", "this is extremely serious" yada yada posts are coming from the people who have been bearish on the market for years. What a "shocker" lol

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  3. 1. velj

    - I'm back at $7.50 in one of the retirement accounts (smaller position this time though). Reasons to be back: - TONS of catalysts in 2020 - Cash position looks way better after recent offering.

    Franz, release some good news dammit! As a side note: closed majority position in $9s. Want to see some real Mosaiq pipeline progress and better cash position.
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  4. 30. sij

    I always tell people...if you can NOT beat for 2-3 consecutive years with individual stocks portfolio: - you must be doing something wrong. It's time to change strategy OR -you should just buy bunch of Vanguard mutual funds. OR - buy lol! ( Kidding)

    1 proslijeđeni tweet 2 korisnika označavaju da im se sviđa
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  5. 30. sij

    like I said before, time to pay dividends. 10% top line growth is not going to cut it. Illumina slowly turned into grandma stock

    valuation remains crazy here for 6% top line growth. Without dividends this is a dead dog imo
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  6. 30. sij

    feels so good being free Iol. Promised myself not to hold anything when conviction, particularly in management, is lost. Stock is stuck in tight range. Uncertainty with Omidria passthrough, unclear Narso approval timelines, low balance sheet keep buyers away.

    I'm completely out. Too many companies out there to worry about dangerously low cash balance, Omidria pass through drama, unknown approval timelines for Narsoplimab (if any) and pipeline that is years away from maturing.
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  7. 30. sij

    Completely out for now for nice 50% return. Loaded into . Higher top line growth, turned profitable in Q3. Waiting for breakout into $20s if management keeps delivering.

    - Initiated position in low $40s. Was way oversold this morning. 20% top line growth / 5x EV/Sales. CPaaS space is getting hot. On the verge of profitability as well.
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  8. 29. sij

    Announces dilution few days after Corona virus useless PR smh. Been watching these guys for a while. Horrible execution, weak management. 5 years chart says it all. Avoid

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  9. 28. sij

    when all clinical candidates fail in NASH I guess you move to hair regenerative medicine next lol! Make sure to track the new name change otherwise another bag is guaranteed.

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  10. 26. sij

    $1321 in dealership for 4 new tires for . That's nuts. I guess I will need to follow my old strategy. - Go to - order set of 4 Michelin tires for $800 (free shipping) - Take to local shop for mounting and balancing (about $100) - Save $400

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  11. 26. sij

    Based on the fact they ended up having few more partners than ARWR? Absolutely ridiculous statement imo since it's too early to come to such conclusion. any thoughts?

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  12. 26. sij

    Had to screenshot this: (from Yahoo board where bigboyscout posted notes from JPM meeting with ARWR COO and VP of IR). It's funny how Vince (head of IR) came to the conclusion that just getting started $1.3B ($725m in cash) PLATFORM based DRNA became CRO.

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  13. 25. sij

    I can bet that > 50% of club are proud owners of school loan hoping for a freebie 😆

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  14. 25. sij

    In case you don't understand what R value is (bottom value) and how compares to other viruses. Here is the table. As of now I saw an estimate range from 2 to 3.8. End of the world is not coming yet. Calm down :)

    2 proslijeđena tweeta 6 korisnika označava da im se sviđa
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  15. 25. sij

    I LOVE to have starter positions like this one :) 🚀 Looks like offering was oversubscribed. Long.

    I hated it above $50 but started to like around $27. Starter in retirement account long term as long as they keep executing. I can see it >$20B cap in 2020s but lots of stars must align to get there.
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  16. 23. sij

    $90m cap to raise $100m from the offering. This is what you call HIGH demand lol! Wow.

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  17. 23. sij

    Nice performance recently. Sold too early in 401K a while ago for 40%. Still a good long, however valuation at this point is pretty stretched considering the top line growth. Stock needs to consolidate.

    Telehealth of course won't replace physical visits to docs office completely, but hey, I do go to Walmart too sometimes for papertowels instead of just buying on Amazon 😁. Don't underestimate the power of convenience.
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  18. 23. sij

    4x bagger at this point. What a ride. Absolutely stellar execution.

    First 3x bagger for me. Holding 90% of position for 10x 💰 What a monster stock this has been
    1 proslijeđeni tweet 2 korisnika označavaju da im se sviđa
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  19. 22. sij

    This is how I got on train at $30 after seeing good adoption of their spinal robotic surgery machine and cashed out in $70s ($mdt though helped out here). Missed . That buyout came from nowhere.

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  20. 22. sij

    Small cap medical devices on strong watch. All are in very early innings of commercialization. is in the worst financial position but interesting device. After seeing GIA disasters it makes sense to sit tight and monitor adoption

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