I'm assuming you mean examples of the 3 bullet points I mentioned. Let's see... quick replies, not fully fleshed out:
1. It often feels like the medical community is being dragged feet first by biotech innovation, not the other way around. Historical examples: expanded carrier screening for prospective parents, cancer gene panels, patient initiated cancer gene testing like Color, etc. were all met with skepticism (and sometimes vehement criticism) by many about its utility. Present day examples are abound, too.
2. Pre-revenue IPOs and SPACs galore this year created eyebrow-raising valuations. Ginkgo's valuation (already a bit simmered down from peak frenzy days) remains one that I can't fully justify or understand. On the other side of the spectrum: there are seemingly valuable companies that Mr. Market continues to yawn at.
3. Lots of public stocks with big Twitter followings. It's great that they've built a community of like-minded people with equally fervent conviction, but it also becomes ingrained in your identity. Instead of "I invest in X company" it's "I'm in X company for the long-haul no matter what"
"On the other side of the spectrum: there are seemingly valuable companies that Mr. Market continues to yawn at."
Maybe I can cash in on the privilege of being a H&W subscriber. :-D Can you name a hot take on an overlooked company that I should consider putting cash into?
"Is there something that doesn’t make sense to you? Maybe it’s even a bit funny?"
These three are the most interesting part of your post! Can you give an example of each of these three?
Thanks for the comment and Happy 2022!
I'm assuming you mean examples of the 3 bullet points I mentioned. Let's see... quick replies, not fully fleshed out:
1. It often feels like the medical community is being dragged feet first by biotech innovation, not the other way around. Historical examples: expanded carrier screening for prospective parents, cancer gene panels, patient initiated cancer gene testing like Color, etc. were all met with skepticism (and sometimes vehement criticism) by many about its utility. Present day examples are abound, too.
2. Pre-revenue IPOs and SPACs galore this year created eyebrow-raising valuations. Ginkgo's valuation (already a bit simmered down from peak frenzy days) remains one that I can't fully justify or understand. On the other side of the spectrum: there are seemingly valuable companies that Mr. Market continues to yawn at.
3. Lots of public stocks with big Twitter followings. It's great that they've built a community of like-minded people with equally fervent conviction, but it also becomes ingrained in your identity. Instead of "I invest in X company" it's "I'm in X company for the long-haul no matter what"
"On the other side of the spectrum: there are seemingly valuable companies that Mr. Market continues to yawn at."
Maybe I can cash in on the privilege of being a H&W subscriber. :-D Can you name a hot take on an overlooked company that I should consider putting cash into?