Earlier this month we dissected the ongoing battle between investor activist Carl Icahn and the second-biggest holding in our Nanalyze Disruptive Tech Portfolio – Illumina (ILMN). The latest round just came to an end on May 25 when shareholders approved one of Icahn’s three hand-picked nominees for the gene-sequencing company’s board of directors, ousting the […]
“Illumina’s acquisition of GRAIL seems to have fallen through which means they wasted a great deal of resources as a result of consistently bad decision-making.” That’s the conclusion we reached six months ago in an article on Illumina (ILMN) titled, Illumina Stock Falls on GRAIL Acquisition Fail. While we typically check in with our stocks […]
We recently wrote about the disappointing results and less-than-inspiring strategy to turn the ship around at Butterfly Network (BFLY). The medical device company has developed a game-changing handheld ultrasound probe powered by artificial intelligence, but is struggling mightily to hit high-growth revenue targets while bleeding money like a high-growth tech stock. In our last article, […]
There will come a time when we leave our bitterness behind over the deluge of special purpose acquisition companies (SPACs) that flooded the public markets, mostly over a manic two-year period. Someday we’ll stop wondering what might have been if interesting companies like Rocket Lab (RKLB) and Desktop Metal (DM) had resisted the siren song […]
The Nanalyze Disruptive Tech Stock Catalog boasts more than 450 companies. This thing is a beast, and the more we feed it, the bigger it gets. Our goal is to make it more lean and mean – trim the fat, so to speak – so it’s more easily digestible. However, when the folks who help […]
Regular readers know that we don’t get distracted or unnerved by dropping stock prices. It’s natural to feel a bit panicky. You know how many of our article titles on gene-sequencing stocks last year were variations on: “XXX Stock Plummets: Why We’re Not Jumping to Our Death?” About 15% of our Nanalyze Disruptive Tech Portfolio […]
People always ask Google for stock price predictions as if someone actually knows. They’re making a fundamental mistake newbies often make – investing in stocks instead of companies. The only thing we can be certain of is the old adage, “it’s about time in the market, not timing the market.” That’s provided you’re investing in […]
Ever since we awakened to the fact that death is inevitable, humans have been trying to find ways to live forever. Until recently, our options have been pretty limited. One could choose to believe in some sort of afterlife and wait out the inevitable with varying levels of equanimity, but many of us would probably […]
To say it’s been a tough year for retail investors would be an understatement. That’s especially true for technology stocks, with the Nasdaq down 35% for the year compared to about a 20% drop for the S&P 500. Interestingly, biotech stocks haven’t done as bad, based on the broad NASDAQ Biotechnology Index (NBI), which currently […]
Did you know that as early as the 1930s scientists were using wastewater – specifically, human excreta – to track disease outbreaks like polio well before the Rona came to town? Here’s another interesting scientific scoop on poop: One of the best treatments for people suffering from a serious bacterial gut infection is a fecal […]