ClearPoint Neuro, Inc.: Unleashing the 2017 Adjacent Possible into Reality - NOW!
In this article, I explore how that hidden potential—the adjacent possible envisioned in 2017—has now become reality and aim to answer How Big can CLPT become over the next 3 to 10 years.
Northwest Biotherapeutics, Inc.: A Second-Generation Dendritic Cell Cancer Vaccine Preparing to Shine
DCVax-L efficacy may correlate with tumor mutational burden, suggesting mechanism is operable
100 to 1 - MRI Interventions, Inc.
MRI Interventions, Inc.(MRIC), a medical device company with a $13 million enterprise value trading at 2 times revenues which are growing at 79% and standing on the doorstep of profitability, represents a compelling opportunity to investigate for investors searching for potential returns of 10 times and much more.
Plug Power Investment Thesis
This is how we think about Plug Power ($PLUG). Most of the descriptive material has been sourced at plugpower.com.
Amazon.com, Inc.: Metrics for a Good Business: Current Earnings or Platform forFuture Earnings?
Legendary investor Bill Ruane said this about good businesses:
The single most important indicator of a good business is its return on capital. In almostevery case in which a company earns a superior return on capital over a long period oftime it is because it enjoys a unique proprietary position in its industry and/or hasoutstanding management…..
My Big Insight on CROCS
True the $CROX Chameleons are flying of the shelves, but do not discount this as well.
You see, the uglies are still selling like hotcakes. Crocs is located at the intersection of comfort, design, and a massive global retail arbitrage opportunity.
The beat goes on!