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Join date: Nov 25, 2020
Posts (15)
Aug 6, 2026 ∙ 1 min
Return of the drug developer
The biotechnology sector is showing renewed signs of life, with improving funding conditions, increased M&A activity and a stronger focus on companies advancing high-quality clinical programs. As sentiment shifts back towards innovation and execution, the next generation of drug developers could present compelling opportunities for long-term investors. "Taking on a challenge is a lot like riding a horse; if you're comfortable while you're doing it, you're probably doing it wrong." — Ted Lasso ...
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Dec 18, 2024 ∙ 25 min
Investing in a world of options and asymmetry
When this writer first set about a career in finance we were tasked with uncovering how much each ASX energy company was worth, with little
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Jun 19, 2024 ∙ 11 min
A different kind of trend
Below we try to summarise the key points around demographics for the two most populous nations on the planet; China and India, as well as Au
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Anthony Kavanagh, Portfolio Manager
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