News & Insights #49
This post is mostly about lots of Q1 results for Hidden Jams
Links, references & more
» Holiday
The China & Hong Kong holiday is approaching its end. Another big thanks to everyone reaching out to meet up! Apologies that I could not adjust to everyone’s schedule, as we used the longer than anticipated travel visa to stay a bit longer in the Mainland. Happy to make up for that with a call.
» MaxCyte write-up
For everyone who is not familiar yet with the cell therapy delivery company, MaxCyte $MXCT.us, this » write-up from
will bring you up to speed.Personally, I regard the healthcare therapy delivery technology companies MaxCyte (also see further below) and ClearPoint Neuro $CLPT.us (also see further below) as mutual fund or ETF proxies. Via these stocks one can gain exposure to key cell-engineering and neurological therapies from dozens of biopharma companies… without the huge R&D and Selling & Distribution (risks and) expenses. CLPT has 7 biopharma customers developing therapies just for Parkinson’s Disease alone, considerably reducing the risks of failure… while providing considerable leverage on development success.
MaxCyte is a play on the future of non-viral ex-vivo cell-engineered therapies delivered through its Flow Electroporation delivery technology. CLPT is the best-positioned (as far as I know) delivery technology company for therapies against neurological diseases.
Both companies are still in their infancy, and still loss-making, elevating the risk profile.
» Nu Holdings write-up
I regard
as one of the best investors, writing on social media. So when he changes his mind on a stock ($NU.us) it is worth a listen.Jaminvest resources
Some useful links to key resources on Jaminvest.
🏷️ - Financial models/templates/et cetera (f🔐)
🏷️ - Hong Kong (sub-)portfolio posts
🏷️ - Portfolio posts (f🔐)
» » - Stock/Company list, alphabetical lists of many of the stocks mentioned
🏷️ - Tutorials including Excel sheets