The Non-Consensus
What Wall Street is saying + my own investment thoughts from a former Wall Street analyst
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 14 | Founded | 6 years ago | Last Issue | 4 years ago |
| Active | |||||
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thenonconsensus.substack.comLatest Issues
Tesla: Expanding Auto Segments, Margins, and Multiples
Source: My wife. Thanks wife!
Investors increasingly view the market as a bifurcation with long duration, hyper growth, and meme stocks on one end, and high quality and growth-at-a-reasonable price companies on the other.
There is a gene...
WeWork: A Strongly Profitable Business That Just Needs the Bananas to Ripen
Summary
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While obscured by a tarnished reputation and suppressed pandemic-related occupancy rates, WeWork is a highly-profitable leader in a fast-growing industry
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Flex coworking is the ideal product for businesses in a highly unc...
My Substack Introduction
Hi there! As some of you may know, I previously published content on SeekingAlpha and on my website where I wrote on healthcare, tech, and consumer.
For those who are not familiar with me, I’m a former Wall Street analyst writing about wh...
The Case for Beating the Market, Part 1
Most people shouldn’t actively invest in the markets
It's well understood at this point that most people should hold low-cost, highly diversified ETFs. It's too hard to beat the market, and the so-called professionals with lots of resource...
Biogen: Aducanumab Questions Linger After CTAD, but Trading Opportunities Exist
Summary
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On Thursday, Biogen presented additional aducanumab data at CTAD that answered some questions, and raised others
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Bulls believe the totality of the data, including the first positive pivotal trial in Alzheimer’s, is sup...
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What the street's saying + investment thoughts from a former equity research analyst
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