Stream was great, I recomend people here to check it out and try to digg the parts when Enrique is talking about "scam" biotech. Great having you back!
Thx for sharing your models Martin. I guess you will like PLRX - seems very undervalued IMO considering their recent best-in-class/first-in-class phase II readout for PLN-74809 (I see massive indication expansion potential). Also guess you will/do like RVMD for their KRAS assets with extremely strong preclinical data. Dunno if you still have exposure or are able to comment but would be happy to hear if you think Sparsentan will be best-in-class for FSGS and IgAN. Looks like it IMO on first pass. God bless you Martin, glad you are out!
What are your assumptions for PLTR? I like it long term.
It's trading below IPO price, and still growing revenue by 30% year over year.
The vast majority of their existing revenue comes from government and healthcare (two recession proof industries), and they've been expanding within their install base to the tune of 8 and 9 figure deals. Near term future revenue is a derivative of the largest enterprises globally (least hurt by a recession), and they've been making inroads with the startup community so they're setup for the long term
As they make the transition from on-premise & consulting to cloud & services, margins will continue to improve.
30% of the workforce comes from ivy league or equivalent schools, and they've been poaching some of the best sales talent from across big tech, as well as CEO's from strategically important industries (oil and gas, manufacturing, etc.)
No other company provides a soup-to-nuts enterprise ready graph-type database solution (Neo4J sells a graph database, but it's open source and most large organizations prefer a single vendor and the illusion of plug and play)
On the softer side, the public narrative has been shifting from left to right, and given the Thiel connection, PLTR is well positioned to capitalize.
I lost my life savings on NFLX puts
Stream was great, I recomend people here to check it out and try to digg the parts when Enrique is talking about "scam" biotech. Great having you back!
As a convicted felon, Martin Shkreli would be the absolute LAST person in the world I would take investing advice from. DO NOT TRUST THIS POS.
Absolutely loved your content Martin, would you be open to allowing us to share it with our 60k+ audience as well?
Here are some thoughts to consider as you draft your Liquidia writeup:
https://open.substack.com/pub/orbitercapital/p/liquidia-gold?r=p3sto&utm_campaign=post&utm_medium=web
Can't believe I just found this! Looking forward to future updates and getting caught up!
DAMN DISNEY LOL
lol
Where could I reach you for models integration? Tks
Thx for sharing your models Martin. I guess you will like PLRX - seems very undervalued IMO considering their recent best-in-class/first-in-class phase II readout for PLN-74809 (I see massive indication expansion potential). Also guess you will/do like RVMD for their KRAS assets with extremely strong preclinical data. Dunno if you still have exposure or are able to comment but would be happy to hear if you think Sparsentan will be best-in-class for FSGS and IgAN. Looks like it IMO on first pass. God bless you Martin, glad you are out!
What are your assumptions for PLTR? I like it long term.
It's trading below IPO price, and still growing revenue by 30% year over year.
The vast majority of their existing revenue comes from government and healthcare (two recession proof industries), and they've been expanding within their install base to the tune of 8 and 9 figure deals. Near term future revenue is a derivative of the largest enterprises globally (least hurt by a recession), and they've been making inroads with the startup community so they're setup for the long term
As they make the transition from on-premise & consulting to cloud & services, margins will continue to improve.
30% of the workforce comes from ivy league or equivalent schools, and they've been poaching some of the best sales talent from across big tech, as well as CEO's from strategically important industries (oil and gas, manufacturing, etc.)
No other company provides a soup-to-nuts enterprise ready graph-type database solution (Neo4J sells a graph database, but it's open source and most large organizations prefer a single vendor and the illusion of plug and play)
On the softer side, the public narrative has been shifting from left to right, and given the Thiel connection, PLTR is well positioned to capitalize.
roblox is a joke, they milk 10 year olds to work on custom content for pennies, some child labour issues 👀
Any chance you’d comment on CLOV? Asking for a friend. Seems like your expertise too given healthcare
Thanks for the transparency, Martin. God Bless you!
Sincerely appreciate the open source nature of what you're doing, not many who take on the scrutiny have your pedigree or sincerity!