Source Post

Investing in Biotech with Verdad Capital

The creator interviews Dan and Greg from Verdad Capital to discuss their paper on value and fundamental quantitative investing in biotech. The conversation is framed as a deep dive into a fascinating topic that the creator learned a lot from.

Linked Mentions

Tickers discussed in this post

NOWNeutralLow ConvictionResearch Only

ServiceNow CEO's stock purchase is viewed with skepticism due to his compensation and prior sales.

Linked Signals

Tracked calls opened from this post

No linked signals were opened directly from this post.