Dad. RGA Investment Advisors. Soundview Equity Partners. GARP investor. Mets, Jets, Isles fan. Compulsive reader. In awe of nature. Co-host @twiii_podcast.
Joined December 2008
- Tweets 37,147
- Following 2,241
- Followers 16,274
- Likes 23,243
2,274 Photos and videos
Pinned Tweet
22 Jan 2025
Incredible new episode with Doug O'Laughlin of @fabknowledge and @SemiAnalysis_!!
On how the semi industry is leading AI forward, the winners of the AI race, an intriguing investment opp in the newest bottleneck for the industry & the deep recession in the non-AI semi world.
22 Jan 2025
.@ElliotTurn and @mihaljevic welcome Doug O'Laughlin of SemiAnalysis and Fabricated Knowledge. Doug shares insights into semiconductors, how the industry leads AI forward, AI winners, opportunity in an industry bottleneck, and the non-AI semi recession.
podbean.com/eas/pb-m8t6a-17c…
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May 13
People don't like the 1999 comparison bc we don't have enough big caps with triple digit PEs, but IMO this is where it's most on point.
Everything not AI is sold to buy more AI every day the market is open.
May 13
So, again, this is just shouting into a void.
But this is the most new lows within the S&P 500 $SPY on a day the index poked above a prior all-time closing high.
Ever.
Like EVER, ever.
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May 13
This was a great one from Monday
x.com/i/status/2053928596389…
"GS High Beta Momentum Pair is having its biggest 1-d move higher in 5 yrs today …up 866 bps today (laggards down 2-3%, leaders up 5-6%) ..zooming out, the $QQQ is now up 28% since the 3/30 close with only one day of anything larger than a 57 bps daily pullback along the way"
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May 15
At any one time about half the stocks outperform the S&P and half underperform, but not now!
x.com/i/status/2055245092433…
May 15
Only 24% of S&P 500 members outperforming the index over the past 3 months ... going back to the 1970s, there are only a handful of other periods with lower %s.
@NDR_Research | past performance is no guarantee of future results
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May 13
So, again, this is just shouting into a void.
But this is the most new lows within the S&P 500 $SPY on a day the index poked above a prior all-time closing high.
Ever.
Like EVER, ever.
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May 13
Great episode with @peter_mantas covering turmoil at the FDA & it's impact on biotech & life science!
It's not every day that you schedule a guest in advance and end up with an incredibly timely headline right before recording. Learn how Makary's firing impacts investments:
New episode: @ElliotTurn and @mihaljevic chat with @Peter_Mantas about the FDA shakeup and what it means for gene therapy approvals, the $QURE saga, AI and drug discovery, and valuing biotech "picks and shovels" companies like $CLPT and $RGEN. Don't miss this biotech masterclass.
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Elliot Turner retweeted
New episode: @ElliotTurn and @mihaljevic chat with @Peter_Mantas about the FDA shakeup and what it means for gene therapy approvals, the $QURE saga, AI and drug discovery, and valuing biotech "picks and shovels" companies like $CLPT and $RGEN. Don't miss this biotech masterclass.
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Apr 22
Someone should ask @DrMakaryFDA and @NIHDirector_Jay about this directly. They want you to believe there wasn't malicious intent behind de-funding what could be a profound breakthrough in cancer to settle political scores.
Apr 21
That is literally a lie, as Bhattacharya wrote an op-ed trying to explain their move. He essentially was arguing that the "brand" of mRNA is tainted by public backlash to the COVID vaccine.
washingtonpost.com/opinions/…
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Apr 21
That is literally a lie, as Bhattacharya wrote an op-ed trying to explain their move. He essentially was arguing that the "brand" of mRNA is tainted by public backlash to the COVID vaccine.
washingtonpost.com/opinions/…
Apr 21
I asked FDA Commissioner Marty Makary if the promising new signs about the mRNA-based vaccine for pancreatic cancer made HHS reconsider its decision to cancel half a billion dollars' worth of federal funding for mRNA vaccine projects.
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Apr 14
Always interesting to hear what members are thinking and where they're finding opportunities. Especially excited for @ElliotTurn's latest thoughts!
Apr 14
We are hosting a member call today at 2pm ET. Hope you can join!
Check the latest Latticework Weekly Inspiration newsletter for the link.
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Apr 13
This was an awesome episode! I didn't know Shaun beforehand and instantly wanted to learn more. I loved heraing his origin story, process and investment case studies.
Please do give this episode a listen!
New episode is out! @ElliotTurn and @mihaljevic sit down with Shaun Heelan, CIO of MAAT Investment Group, for a masterclass in PE-style diligence and value investing. Shaun explains passing on Vistry Group and shares a current high-conviction idea. Enjoy!
podbean.com/eas/pb-eiup9-1a9…
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Apr 2
To think this admin spent the eve of this war picking a petty, public fight with Anthropic over their terms of service. It's almost like they purposely forgot to plan it.
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Mar 28
Life science tool sales are running at 2019-ish levels (less on unit basis), and utilization levels are elevated after a multi year downturn from the burn off of Covid overbuild and slowing end mkt funding / investment levels. If the Dario/Anthropic view of a looming biotech innovation boom is right, this industry has the potential to go to extreme COVID-like shortages, or possibly even more severe. On COVID peak earnings the group is quite cheap, and w/ recurring revenue base expansion, unit inflation, and buybacks, the next cycle peak earnings should be much higher. $DHR $TMO $DIM FP $MKGAF $RGEN
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Mar 28
Follow my son @realTomBayes for hot takes and podcasts on prediction markets before he graduates from middle school.
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22 Nov 2024
DAY 5 of attempting to cure my dog's cancer using AI
UPDATE: We finally found a way to sequence Rosie's DNA.
A thread 🧵
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Mar 15
Reminds me of the illusion of greater accuracy with more info:
23 Jul 2023
More information doesn't lead to better investment outcomes:
A study was conducted with horse racing and showed the illusion of accuracy with more information
Only a few key variables drive results, it's better to ignore the rest
aei.ag/2022/05/31/horse-raci…
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Mar 15
So there's still hope for us human investors before our robot overlords take over!
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