αnjo

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αnjo

αnjo

@dr_anjo_phd

⌬ Chemistry/biotech. Curious about how things work, and where they’re headed.

Katılım Ocak 2021
1K Takip Edilen288 Takipçiler
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αnjo
αnjo@dr_anjo_phd·
I wrote my first article on Substack titled Ginkgo Bioworks $DNA A company positioned to capture multi-thematic tailwinds in AI, Robotics, and Global Biosecurity. It's $5. Give it a read, let me know your thoughts. biotechangel.substack.com/?r=1blthc&utm_…
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🐧@pennycheck·
Which one of these sub 10B mkt stocks in Leopold's port do you think he will add to ? Which ones will he cut ? one guess for each $236 to anyone who nails both
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Kacper Piotr Kaminski
Kacper Piotr Kaminski@Kacper_PK_CH·
Good book. If you want to learn. 🙂 And after reading it, you will almost certainly know more than 90% of people selling courses/services on trading options out there.
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
Happy Cornell Day to all observers
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Ouster
Ouster@ousterlidar·
We're entering a new era. Where machines don't just detect the world, they understand it. Introducing REV8:
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Frank
Frank@justfactstruth·
$FTAI Wow! Jeffries raises PX Target to $400 1) Leasing excluding gain-on-sale at $33/sh based on 9X 2027E EBITDA of $374MM 2) SCI at $45/sh based on 15X 2027E EBITDA of $308MM 3) Aerospace Products at $211/sh based on 17X 2027E EBITDA of $1.265BB 4) Power at $150/sh based on 21X 2027E EBITDA of $750MM Also takes '28 EBITDA to $3.567 (ex corp) Assumes 2027 EPS of $13 Assumes 2028 EPS of $18.5 Show me another comoany growing this fast and trading at 1n 18.6X 2027 P/E or 12x 2028 P/E
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Citrini
Citrini@citrini·
Sometimes the market does you a favor… Last week, TER hit our bull case price target. Then it blew straight past it. Normally, if a stock hits the PT I’ve got for my rosiest expectations 12 months before I expect it to, I thank the investing gods for their fortune and GTFO. But I figured “well, the market is insane right now, just because it’s fairly valued doesn’t mean it can’t be overvalued!”. So, I only sold half. Luckily, today’s lackluster price action shook some sense into me and made me realize I was being a greedy idiot holding into earnings despite the stock having reached where I expected it to go in a best case scenario. Came to my senses and sold the rest before the print. Entered at $89 in July, doubled the position in February at $240, sold half of it at $400 last week and the rest at $380 today. Great trade, time to find the next one 🫡.
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Citrini@citrini

We hit our base case price target on TER from back in July a couple of weeks ago. Bull case target coming up.

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αnjo
αnjo@dr_anjo_phd·
@LeonLavell That dude was probably raging hard when Stash came on. Bet he even had the shirt on too.
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TD
TD@LeonLavell·
Spotted
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αnjo
αnjo@dr_anjo_phd·
@JaguarAnalytics I hope you have a good time, and please excuse all the Phish phans. They can be quite a handful sometimes.
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JaguarAnalytics
JaguarAnalytics@JaguarAnalytics·
Off to Vegas for the weekend. Cheers!
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αnjo
αnjo@dr_anjo_phd·
@devahaz Agreed. Trickdog is such a fun spot. love their menus.
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Deva Hazarika
Deva Hazarika@devahaz·
Beautiful day to walk along the water to the ballpark and get a soft serve at Quik Dog. Valley Ford soft serve pretty good, better than Straus but not as good as double 8 (RIP) or Hokkaido. This spot from Trick Dog team who make great bar food and amazing cocktails.
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Deva Hazarika@devahaz

Back on the soft serve train @ Tokyo Cream. Hokkaido milk soft serve, banana kouignigiri, and honey yuzu sundae. Ice cream v good but not as good as Maruwu Seicha. Pastry just ok. Yuzu topping amazing w/ the ice cream.

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αnjo
αnjo@dr_anjo_phd·
@brandonwenerd You've seen the musical (MSG)? Well, now you've seen the animation!
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brandon wenerd
brandon wenerd@brandonwenerd·
I know Phish is sorta weird about doing BTS stuff these days, but I would love to watch a documentary about the making of the Forbins > Mockingbird animation. Heck, I hope they do a series about the inspiration & they made some of the Sphere visuals when it’s all said and done.
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