Independent Research, Turtles all the way down

Turtles all the way down

Independent Research

Writing short articles about mis-priced boring stocks around the world.

Equity Bottom-Up

<ul><li>I have again taken a position in Atea Pharma (AVIR) .</li><li>I wrote this up a little over a year ago and flipped it for about a 20% profit within a few months.</li><li>I kind of forgot about it as I lost interest in these pharma special situations, but given recent events AVIR is too enticing to ignore.</li></ul>

I have again taken a position in Atea Pharma (AVIR) .I wrote this up a little over a year ago and flipped it for about a 20% profit within a few months.I kind of forgot about it as I lost interest in these pharma special situations, but given recent events AVIR is too enticing to ignore.

<ul><li>(I didn’t want to send it out right away, because I wanted to proofread my post before sending it, and unfortunately DADA is already up 10% since writing :( )</li><li>Recently Dada Nexus (DADA) , a Chinese last mile delivery service and on demand retail platform reported that about 500mn RMB ($70mn US) of revenue and costs were overstated for the first 3 reported quarters of 2023.</li><li>This news came right after 2 JD executives had taken over management of the company in December last year.</li></ul>

(I didn’t want to send it out right away, because I wanted to proofread my post before sending it, and unfortunately DADA is already up 10% since writing :( )Recently Dada Nexus (DADA) , a Chinese last mile delivery service and on demand retail platform reported that about 500mn RMB ($70mn US) of revenue and costs were overstated for the first 3 reported quarters of 2023.This news came right after 2 JD executives had taken over management of the company in December last year.

United States

Atea Pharmaceuticals, Inc. operates as a biopharmaceutical company. The Company focuses on discovery of oral direct-acting antiviral therapies. Atea Pharmaceuticals serves patients, healthcare professionals, pharmaceutical, and biotechnology industries worldwide.

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Atea Pharmaceuticals (AVIR US)

Reviving two old ideas

I have again taken a position in Atea Pharma (AVIR). I wrote this up a little over a year ago and flipped it for about a 20% profit within a few...

Turtles all the way down

Two New Chinese Stocks

Recently Dada Nexus (DADA) , a Chinese last mile delivery service and on demand retail platform reported that about 500mn RMB ($70mn US) of revenue...

Turtles all the way down

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