08-28-2021, 07:09 PM
(This post was last modified: 08-28-2021, 07:10 PM by ken-do-nim.)
Lately, I've been investing by "compelling story".
Eli Lilly because Alzheimer's treatments would be a real game changer.
Moderna because covid shots look like they are around to stay, plus they may someday have an HIV vaccine.
China/India/Southeast Asia industrialization drives a need for steel (Rio Tinte), network infrastructure (Cisco), databases (Oracle), and storage (Seagate).
Intuitive Surgical because its product results in far less malpractice suits and again is a real game changer for surgeons.
But of course sometimes that story changes, such as when China decided they would cut back on their steel production because of the carbon emissions, and bam, Rio Tinte dropped like a stone. I'd still like to add it back to my portfolio when I feel it has found a bottom.
Eli Lilly because Alzheimer's treatments would be a real game changer.
Moderna because covid shots look like they are around to stay, plus they may someday have an HIV vaccine.
China/India/Southeast Asia industrialization drives a need for steel (Rio Tinte), network infrastructure (Cisco), databases (Oracle), and storage (Seagate).
Intuitive Surgical because its product results in far less malpractice suits and again is a real game changer for surgeons.
But of course sometimes that story changes, such as when China decided they would cut back on their steel production because of the carbon emissions, and bam, Rio Tinte dropped like a stone. I'd still like to add it back to my portfolio when I feel it has found a bottom.