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February 23, 2017

Tesla's stock is purely valued for the company it could be and does not reflect the financial uncertainties and the extraordinary debt it carries underneath. Undoubtedly, Tesla can still go up from current price as traders become more excited about the Model 3 and other short term catalysts, but long term investors should stay put as there will...

February 9, 2017

Gilead's pipeline has a newly approved drug for treating HBV (Vemlidy) and phase 3 trials in NASH. Both these diseases represent huge opportunities for Gilead since there there are a vast number of patients and no reasonable treatment options in either. In 2017 I expect Gilead to proceed with M&A as well as activist investment into the company....

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