This article is part of a series that provides an ongoing analysis of the changes made to David Abrams’ 13F portfolio on a quarterly basis. It is based on Abrams’ regulatory 13F Form filed on 08/09/2019. Please visit our Tracking David Abrams’ Abrams Capital Management ...
According to Aerpio Pharmaceuticals (ARPO) website, they are a bio pharmaceutical company focused on advancing first-in-class treatments for ocular diseases. Personally, I think the description is far too narrow and base my opinion on both the company's recent strong secondary readouts from ...
This article is part of a series that provides an ongoing analysis of the changes made to David Abrams’ 13F portfolio on a quarterly basis. It is based on Abrams’ regulatory 13F Form filed on 02/14/2019. Please visit our Tracking David Abrams’ Abrams Capital Management ...
This article is part of a series that provides an ongoing analysis of the changes made to Baupost Group's 13F stock portfolio on a quarterly basis. It is based on Klarman's regulatory 13F Form filed on 02/13/2019. Please visit our Tracking Seth Klarman's Baupost Group Holdings article for ...
Hey, lookit dat! I can make a comparison! I had an epiphany. In my last article I shot my mouth off about not having made any comparisons of the non-neg Efficient Frontier ((EF)) process against other methods. While strictly true, maybe that intent can be approached by comparing my Mot...