Biotech is hard. Cellectis pretty much dropped 50%+ following its update/pivot. Remember it had two programs - Lasme-cel in pivotal trial a…

The stock has done nothing for a year. Micron reported today. S&D remains tight in DRAM//NAND in 2027 and even 2028. Lo…

Uniqure dropped 37% yesterday following its 4-year data update on AMT-130 for Huntington. My base case remains AMT-130…

Came across this from Jefferies....There will be problems with AI as a theme one day..... Key Takeaways from Meeting wi…

I have held Oracle for well over 10 years. I finally sold last week. Key reason was, in the world of AI, Oracle is beco…

Talk about a roller coaster. Conclusion is Matsa lives to fight another day. Quick recap = 14th September - Matsa annou…

Stock has been weak. Two updates worth commenting. Broadly, these two pieces of news were negative. The investment case…

The stock has been VERY weak so far in 2026. Three reasons: 1) It is seen as a software internet stock - can AI disrupt…

These two articles (BBC + CNBC) are worth a read: https://www.bbc.com/news/articles/c14dpgm0rg4o https://www.cnbc.com/2…

Our swimming pool has a dark patch where the pebblecrete has peeled off where one can see the concrete. See Pic 1. Foun…

Oracle has been a battle ground stock. The stock halved due to concerns about its balance sheet + very aggressive capX…

I saw an ad on Facebook for a brand new landscaping company called Jackfruit and gave them a go. The communication was…

Nick was recommended to me by a friend and he came to install some power points, change an outdoor light and install an…

If you are thinking about investing in private credit, this article is worth a read: https://www.afr.com/property/resid…

A key part of investing is to figure out the positioning and consensus. When it comes to macro overlay, it is a crap sh…