strategy
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How Time Flies – Almost 3 Years in Review
My original intent in the strategy was to focus on a select group of investments (5) and build good size positions in them and hold them until my thesis on each played out. Things shaped up a little differently. Continue reading
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Achieve Life Sciences, Asymmetry and Position Size
I’m building a position in Achieve Life Sciences (ACHV-NASDAQ). It is a simple thesis. They have a drug candidate, Cytisinicline, in final P3 confirmatory testing for smoking cessation. They’ve also begun P2 testing on the drug for Vaping cessation. Results from Initial P3 testing for smoking cessation are excellent. The drug demonstrated a high degree… Continue reading
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Jim Corbett’s Lessons From The Wild
Conservationist, author, and hunter of man-eating tigers. What we can learn about investing from the legendary Jim Corbett – A reluctant hero in turn of the century India. Continue reading