ClearPoint Neuro

Portfolio update #21 (f🔐)

Glass half FULL vs Glass half empty + ClearPoint Neuro *** Portfolio changes *** Soft launch Malaysia (sub-)portfolio

Oct 4 •

News & Insights #64; !A-MA-ZING!

TRIAL PERIOD NOW AVAILABLE *** Huntington's disease therapy closer than ever *** Jam overrun by HK retail mob *** Closer to FAT(ter) divies from…

Sep 27 •

News & Insights #63

Another step closer to curing Parkinson's *** Fintwit goes Kurdistan *** Spiffi-ness in Hong Kong *** And some other titbits

Sep 23 •

Tracking Jam Stocks #5

Random thoughts on portfolio positioning and on some U.S. Jam stocks.

Sep 20 •

News & Insights #49

This post is mostly about lots of Q1 results for Hidden Jams

May 18 •

News & Insights #46

Upbeat developments from several Hidden gems, whereas Biorem had some (one-off) negatives in 2024Q4

Apr 18 •

News & Insights #40; Platform models

A nascent platform business in the healthcare sector reminds me of extremely valuable companies like Meta (fka Facebook) and Alphabet (fka Google)

Mar 3 •

News & Insights #35; More temptations

Stellar financial plan (+upside potential) for an American compounder *** Interesting HK situations >> several ultra-low (1-2x) P/E, EV/E, or EV/FCF…

Jan 25 •

Portfolio update #14 (f🔐); MAGA

Updated thoughts on some North American long-tails positions, and an updated financial model on Sylogist

Jan 24 •

News & Insights #27

Chip company ponzi-schemes? *** 16% dividend yield stock *** Biorem delivers once again *** First commercial Casgevy infusion *** and more

Nov 10, 2024 •

HK 第28部分; MedTech stocks

On 2024/09/24 and 2024/09/26, I introduced four high-growth Hong Kong stocks. This post is a follow-up on the two MedTech names.

Oct 7, 2024 •

News & Insights #19

David and Goliath *** Net profit > Enterprise value >> Yes, that's possible *** Canada keeps on delivering top stock performers *** and more

Aug 16, 2024 •

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