Equities research & investment analysis.
I bought $71,547.89 of $GOOGL at $163.24 Last week, it was at $349.00! That's a 113% gain... Google is the largest non-ETF holding in my portfolio. Today, I want to reflect on what propelled me to make such a large …
An investment analysis of Dillard's (NYSE: DDS), an 86-year-old real estate company disguised as a department store. With 93.5% owned retail space, $0.81B in net cash, tax-efficient ESOP dividends, and aggressive buybacks, Dillard's is better understood as a capital allocator operating inside a retail wrapper. Our 12-24 month price target of $820 represents a 23% upside.
An investment analysis of Vyome Holdings ($HIND), a clinical-stage biotech with a Phase 3-ready asset for malignant fungating wounds trading at 22% of conservative fair value.
Lo, Healthcare Finance · David, Biotech Forecasting and Valuation · David, Analyzing Biotech Clinical Trials · Davies & Kermani, A Quick Guide to Clinical Trials · Bogdan & Villiger, Valuation in Life Sciences · Mukherjee, The Emperor of All Maladies