Value Investing Corry Wang: Lessons From The Tech Bubble

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• Corry Wang: Lessons From The Tech Bubble
• Looking for Old Investment Letters on Companies (Case Studies)
• Tether: The Story So Far
• Neoantigen-based cancer immunotherapy industry report

Corry Wang: Lessons From The Tech Bubble Posted: 02 Jan 2021 03:21 PM PST Last year, I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era, to try to understand what it was like investing during the bubble A few people recently asked me for my takeaways. Here they are - Corry Wang on Twitter submitted by /u/Tubularpizza [link] [comments]

Looking for Old Investment Letters on Companies (Case Studies) Posted: 02 Jan 2021 08:48 PM PST Hi, I am looking for old investment letters that highlight investments in companies (before they became multibaggers). The idea is to reverse engineer the thesis and see how it played out / what they saw that the market didn't. The companies are: Monster Beverage Corporation (MNST) Booking Holdings (BKNG) Amazon (AMZN) Boston Beer Company (SAM) Nvidia Corporation (NVDA) Activision Blizzard (ATVI) Ross Stores (ROST) Edward Lifesciences (EW) Stamps.com (STMP) Autodesk (ADSK) Copart, Inc. (CPRT) Fair Isaac Corporation (FICO) Moody's Corporation (MCO) UnitedHealth Group (UNH) Mastercard (MA) Visa (V) Adobe (ADBE) Lockheed Martin (LMT) submitted by /u/simplevalue [link] [comments]

Tether: The Story So Far Posted: 03 Jan 2021 04:20 AM PST submitted by /u/ilikepancakez [link] [comments]

Neoantigen-based cancer immunotherapy industry report Posted: 02 Jan 2021 04:05 AM PST submitted by /u/ilikepancakez [link] [comments]

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