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Left’s Newsletter

Left

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Issues202Founded4 years agoLast Issue3 days ago
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Latest Issues

Replimune recieves accelerated approval

Hard to not see this as a positive read through for uniQure.

3 days ago
5

Taking advantage of price indifferent sellers who own stock they no longer want

Galaxy Gamings shares closed at a cool +0.00% today, and the above was one of the most recent things said about the Galaxy Gaming acquisition online… Which is both remarkable and par for the course. Now it’s 6 months post being cut in half...

5 days ago
4
1

PDEX hits $67 USD/share

I’m always trying to have a few additional products to follow every year with things that I believe have a sort of fundamentally underwritten mandate to win in whatever market they enter. I cannot lie that I have an obvious favorite and am...

6 days ago
6

Clearpoint Neuro 5 years of reflection

To contrast the point of today’s Vaso & Compumed post with something I have invested a significant amount of time in, I think it’s prudent to look back at where ClearPoint Neuro was 5 years ago.

Among the drug delivery and biologics segmen...

6 days ago
14
6

Vaso sells a subsidiary, shares close 38% higher

A lesson in Kelly criterion reveals that almost everyone that picks stocks or companies to buy is significantly over betting on them. More on that later.

Here is something I have recently sized small which have had exceptional outcomes tha...

6 days ago
4

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