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...
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Closing 5 ideas | Jan 13, 2025
I am taking several off the list, first one being Angiodynamics (ANGO) written up here . It jumped in the past week on a slightly improved forecast...
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Closing 5 ideas
First I sold my Berry Global (BERY) shares (mentioned here a few days ago ) and my opinion on the spin-off transaction went from being neutral to...
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Berry Global, Part II
This is a reactivation of an old idea Berry Global (BERY) that I wrote about 2 years ago. It is basically a roll up in the plastic packaging business.
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Chinese Animal Spirits
I am quite sick so I will keep it short. I am closing Lufax (LU) here and would at least take something off the table for JD holdings (JD) ....
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