I explain my rationale for investing in 4d Pharma (DDDD in London and LBPS on NASDAQ).
Category: Uncategorized
A highly unusual small company
I explain the rationale behind my investment in DeepVerge (LON: DVRG) and outline the business model.
Surviving in the age of monopoly
I explain key components of my investment strategy in small companies, in the age of monopolies.
Diversifying into pharma
I explain the basic rationale for my investment in 4d Pharma (LON: DDDD).
Trash to cash?
I discuss the reasons behind my confidence in EQTEC (LON: EQT) shares.
Driver monitoring systems and Seeing Machines
I explain my convictions regarding driver monitoring systems and its market leader, Seeing Machines.
Blue Prism and the rise of robotic process automation
Some thoughts on Blue Prism and robotic process automation in general.
The reasoning behind Blackstone’s move from partnership to corporation
I explain the reasoning behind Blackstone’s shift in its legal structure.
No deal may be likelier than we think
I posit my opinion on why a no deal Brexit may be likelier than the markets think.
For the Fed, where’s the worry?
Here, I argue that the Federal Reserve should not look to reduce interest rates as quickly as it has.
