Nimesh Shah

@nimshah123

Health care investor and strategist. The opinions expressed here are entirely my own.

Vrijeme pridruživanja: travanj 2011.

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  1. proslijedio/la je Tweet
    14. svi 2018.
    Odgovor korisnicima

    This is a feature, not a bug. It only looks silly if you (mistakenly) assume that a success of an asset is knowable and that R&D resources are infinite.

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  2. proslijedio/la je Tweet
    21. sij 2018.

    This will be New England's first trip to the Super Bowl since 2017.

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  3. proslijedio/la je Tweet
    20. sij 2018.
    Odgovor korisniku/ci

    Bijan, you know right and wrong pretty well, so simply use your moral compass. Generally, advice from “the biggest names in the valley” is shit counsel. Rarely deep or thoughtful. Most often one dimensional.

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  4. proslijedio/la je Tweet
    22. stu 2017.

    The deadly Thesaurus Rex. via 🐺

    Prikaži ovu nit
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  5. 26. lis 2017.

    Companies who can only grow through price increases are telling the market they can’t grow.

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  6. proslijedio/la je Tweet
    16. lip 2017.

    Bezos: "Alexa, buy me something from Whole Foods" Alexa: "Buying Whole Foods" Bezos: Shit

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  7. proslijedio/la je Tweet
    15. lip 2017.

    Listen, we all learn different things in grad school. The math checks out on this. I could explain more, but I'd need charts and graphs.

    Tweet je nedostupan.
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  8. proslijedio/la je Tweet
    12. lip 2017.

    Hard to say today. Let's see what Musk does. But Tom Fogarty saved millions with his catheter alone. Let's start there.

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  9. proslijedio/la je Tweet

    Bryan Roberts: IPO'd at $16, went to $42, then $4, now split adjusted $400.

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  10. proslijedio/la je Tweet
    1. svi 2017.
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  11. 27. tra 2017.

    If your growth is predicted largely on price increases, whatever the form, then that isn’t a strategy. It’s a tactic of desperation.

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  12. 4. tra 2017.
    Odgovor korisniku/ci
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  13. 31. ožu 2017.
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  14. 7. ožu 2017.
    Odgovor korisniku/ci

    . Not just human inertia. Those w/ chronic disease have complex regimens w/ many drugs that make them feel like crap.

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  15. proslijedio/la je Tweet
    23. velj 2017.

    Pre-eminent surgeon: "How many papers do we need to publish to prove what is now obvious: surgery simply works?"

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  16. 24. velj 2017.
    Odgovor korisniku/ci

    . We’ve seen this movie before, where very low rates allowed them to refinance out of the hole. Will this movie have the same ending?

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  17. proslijedio/la je Tweet
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  18. 21. velj 2017.
    Odgovor korisniku/ci

    . Realize is a shameless self-promote, but check out what we’re doing .

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  19. proslijedio/la je Tweet
    20. velj 2017.

    The general public will receive this memo sometime in 2018

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  20. proslijedio/la je Tweet
    17. velj 2017.

    77% discontinue insulin at 12 months if have hypo need titration support.

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