Ben Solari @blippd Twitter profile

Last Seen Profiles

@coach_jarob

@YashinNoMeisou

@HPLHSry

@paiirupie

@HCDEAdultEd

@betterlovers

@mna_sxn

@MaulaJattMovie

@zalimsingh_0987

@Amilify10mg

@CyDLorca

@stwmaniax

@luviip3t

@_soseo_

@tuannezilla

@NewsAtDen

@BDesniar

@CCarmenmit

@TheFollowingFOX

@thegurlband

@Jyothika_offi

@nuoer77333239

@DarkNowy

@The_juiceQueen

@Jenny_Pug

@fempass_beV

@jaimej40

@tinsydolly

@billie201610

@Save_WildlifeCF

@Coach_JayAustin

@Teewhy612

@CoachShrader

@isaiahk7_

@robson_smj

@mrleeco90

Ben Solari

@blippd

9 months

I believe there’s at least 1-2 large institutional hedge funds out there loading up on $FNMA $FNMAS the last two weeks. I built a 20% portfolio position (16% preferred / 4% common) in early December at $2.50 / .77 avg respectively, and wrote up an investment memo to outline /

8

18

95

Ben Solari

@blippd

1 year

@darrenrovell Being a Scratch Bettor

1

0

62

Ben Solari

@blippd

3 years

@John_Hempton Both could end up being true lol

1

0

47

Ben Solari

@blippd

1 year

Barron’s piece from this weekend on how Campbells Soup used AI to come up with a new recipe… this reads like an Onion article lmao

6

7

43

Ben Solari

@blippd

1 year

@OldTownCards It ain’t much but it’s honest work

1

0

33

Ben Solari

@blippd

8 months

Iowa Caucus results as expected. Maintaining a 20% portfolio position in Fannie Mae, 17% $FNMAS and 3% $FNMA tied to November election - I view each of these upcoming primary dates as a mini "data readout" that provides additional information that *should* continue to derisk the

3

4

32

Ben Solari

@blippd

6 months

@Biohazard3737 They’re powered by GPUs Grossly Paid Undergrads

1

0

28

Ben Solari

@blippd

1 year

@varianceswap What it feels like as one of the remaining 150,000 Barron’s print subscribers

2

0

28

Ben Solari

@blippd

1 year

I believe that based on the data we’re seeing out of $LLY and $NVO in these trials, as well as the sales traction they’ve seen thus far, we’re potentially in the early innings of one of the largest shifts / disruptions in biotech in a long time with the GLP-1 class of drugs. If

Andrew Pannu

@andrewpannu

1 year

Refreshed obesity competitive landscape Updated thoughts on this massive market following today's positive SELECT trial readout ($NVO) and Mounjaro sales beat ($LLY):

6

29

170

5

3

24

Ben Solari

@blippd

2 years

@TickerHistory @TrungTPhan Yeah was just about to say, all they’d have to do is post this up on the screen and it’s arguably more terrifying

0

19

Ben Solari

@blippd

2 years

@iashyus @mixtorious1 @ESPNFC You ever been to Manhattan my dude ?

0

16

Ben Solari

@blippd

9 months

@DoNotLose Excerpt from a long form $FNMAS investment write up I’m going to drop soon. I wrote it up last week when I was building my position on the $2.40 to $2.50 range and it’s moving faster than I’ve been able to convert the write up from a word doc to twitter thread. I think this is

2

6

18

Ben Solari

@blippd

11 months

While recent pullback from 1.60 is painful for $MREO longs, just remember nothing goes up in a straight line in any market, let alone this one (except maybe yields lol) but relative strength to $XBI is undisputed. This is still one of the best performing SMID bio names this year

2

1

17

Ben Solari

@blippd

10 months

@LuxuryWatchGuy1 Buckley has original papers and was my wedding watch. Sub is every day piece. Love wearing them both. Probably going w vintage AP next - got any recs?

2

0

16

Ben Solari

@blippd

1 year

@darrenrovell I’ve somehow got you beat (not by much though)

2

0

16

Ben Solari

@blippd

2 years

@LaurenSHirsch Mind blown at how Twitter went from absolutely repulsed over Elon proposing to buy them (at least at the employee / exec level) to now begging him for a buyout 😂

8

2

14

Ben Solari

@blippd

11 months

I opened up long positions in $MARA and $RIOT pre-market today. Another way to think about miners in a high rate environment is the rates act as a moat against new entrants from taking out debt to build competing facilities. I think all $BTC would have to do from here is hover in

Urkel

@SteveUrkelDude

11 months

Interesting to note that #Bitcoin miners are trading much lower with Bitcoin at $30K this time around. Last time Bitcoin got this high, most miners stock prices were AT LEAST double current prices. They haven’t participated in this rally.. $MARA $RIOT $CLSK $HUT $HIVE

18

7

55

2

1

13

Ben Solari

@blippd

11 months

No bids or liquidity in most SMID biotech names until they were down 8-10% in todays session. Given the leverage a lot of hedge funds use, I have to imagine at least a few specialist funds are feeling massive pain if not outright forced liquidation in the last 30-60 days.

1

3

15

Ben Solari

@blippd

3 years

@SuperMugatu

0

12

Ben Solari

@blippd

2 years

@LongShortTrader It’s an odd paradox bc you’re right in that very “real” co’s creating innovative products, selling $$$ and employing 000s of people are down 70-80% while a digital ledger that employs 0 and makes $0 is outperforming but I think it comes down to owner psychology and preferences

1

0

11

Ben Solari

@blippd

1 year

The re-rating some of these small cap bio names last 6 mos has been incredible. $CABA .60 to $13, $AMAM .50 to $14.50 ... the asymmetric upside is real if you find the right one. Plenty of time to jump on board too but buying at highs is not easy. Looking for $MREO as next one 🙏

0

1

11

Ben Solari

@blippd

7 months

@LuxuryWatchGuy1 This is the only answer

0

11

Ben Solari

@blippd

1 year

@ReaperCapital I built a model a few months back on what an $800k mortgage @ 7% rates meant for a buy vs. rent scenario. Results were staggering - after 5 years you've built up a mere ~5% equity buying in at ATH's. Signed lease last month for place that would effectively cost 2x rent if I

1

0

12

Ben Solari

@blippd

8 months

+70% so far in 6 weeks. Rare they work out so cleanly, so quickly - but I won't complain. Happy I was about to size the position aligned to the conviction I had in the Risk / Reward it presented. Now harder to buy @ $4.25 than $2.50 but for those who see the bigger picture, I

Ben Solari

@blippd

9 months

I believe there’s at least 1-2 large institutional hedge funds out there loading up on $FNMA $FNMAS the last two weeks. I built a 20% portfolio position (16% preferred / 4% common) in early December at $2.50 / .77 avg respectively, and wrote up an investment memo to outline /

8

18

95

1

12

Ben Solari

@blippd

10 months

@Biohazard3737 I believe that Peter @ RA wrote something similar last year in his annual letter, as he effectively split biotech companies into two camps - The Haves (access to capital) and Have Nots - the haves are backed by tier 1 specialist funds who are committed to funding them in the

1

0

11

Ben Solari

@blippd

2 years

I had already been long but added to my $LQDA position last week when I had read in the Barron’s that the most insider sales in the entire market was $UTHR - these guys can’t dump their shares fast enough!

2

10

Ben Solari

@blippd

2 years

@kevinnbass Am I reading correctly that the circled samples (by me) are Pfizer / BioNTech vaccine and thus the increased risk is not for all COVID vaccines but specifically Moderna? Any reason why that would be the case? It’s super interesting to see such a large delta given both are MRNA

8

1

10

Ben Solari

@blippd

3 years

Biotech longs since March $XBI

Marina Amaral

@marinamaral2

3 years

Caption this

348

32

615

0

10

Ben Solari

@blippd

9 months

It’s a goal of mine for 2024 to start writing up investment memos for my larger / bigger ideas. I think there are a ton of benefits to this exercise from an internal learning and growth perspective. however I’m still thinking about the best format for sharing them externally. I

Ben Solari

@blippd

9 months

@DoNotLose Excerpt from a long form $FNMAS investment write up I’m going to drop soon. I wrote it up last week when I was building my position on the $2.40 to $2.50 range and it’s moving faster than I’ve been able to convert the write up from a word doc to twitter thread. I think this is

2

6

18

2

10

Ben Solari

@blippd

11 months

@depauper8 @AbdxlA @coldhealing Can confirm this is precisely how it’s done. Start with the essay on Cruises

1

0

8

Ben Solari

@blippd

2 years

$LQDA is probably one of the most exciting R/R in the market that’s a special situation / largely detached from macro market move. I didn’t read the report yet but I’m sure Jeffries upgrade highlighted this today and the true PT once fully derisked in ~9-12 months is $30+

1

8

Ben Solari

@blippd

1 year

@Biohazard3737 Don’t forget about little ole $MREO 😉

1

0

9

Ben Solari

@blippd

1 year

@CollectionRbt Tatum brothers 🤝

1

0

9

Ben Solari

@blippd

1 year

@CollectionRbt Jaylen tie dye bros 🤝

2

0

9

Ben Solari

@blippd

8 months

Very tough for me the last month or so to find good long opportunities in this $XBI tape. $MREO was at one point a 40% portfolio position in 2023 that is now pared down to 27% but continues to be a core name that I love, and has done very well for longs and contributed to

0

7

Ben Solari

@blippd

6 months

@PersimmonTI If you want a REAL small cap Claudin play (this one is a CLDN6 x CD3 bispecific) take a look at $CNTX

0

2

8

Ben Solari

@blippd

1 year

@semodough $MREO mayyyyyy finally get some positive value ascribed to their #TIGIT program Etigilimab

1

0

8

Ben Solari

@blippd

11 months

Up 500% this morning on Ph 2 results

Ben Solari

@blippd

1 year

New position: Long micro cap $BNOX - an absolute gift at these levels after today’s shakeout stemming from short term P&D traders entering the name this morning on $VGTN sympathy play. I believe that $ATAI should just buy this company outright at these levels, which would be

1

0

5

1

0

7

Ben Solari

@blippd

1 year

@DiscountedTF Calling up your broker to dump the 1.5 shares of Carnival Cruise as part of the Q2 quarterly rebalancing

0

8

Ben Solari

@blippd

2 years

I believe the little known $LIAN has the Asia rights to $BBIO Infigratinib - I'm long the name for the Mavacamten (MyoKardia now $BMY) trial catalysts this year but this could also offer nice upside. Lian is a Perceptive spin-out w/ $600m raised to bring Western drugs to China

2

7

Ben Solari

@blippd

1 year

@BurgersAndDogss @OldTownCards Mostly it’s been me depositing some money, running it up 3-5x and then slowly bleeding dry and withdrawing the original deposit… and doing it again…

0

7

Ben Solari

@blippd

6 months

@netcapgirl Same

2

0

7

Ben Solari

@blippd

2 years

@MacroTalkGuy @TruthGundlach I came here to post this exact GIF lmao

0

4

Ben Solari

@blippd

9 months

@KidDynamiteBlog @DoNotLose I don’t know who “everyone” is but aside from @DoNotLose on Twitter I see very few investment professionals, Fin Twit accounts, or hedge fund talking heads mentioning this name. While the price action is clear that accumulation is happening, I would say the narrative on the

4

6

Ben Solari

@blippd

7 months

@svarre001 On a separate note, one name where some of the “smart guys” are involved but Bio twitter seems to hate / ignore is $AGEN - Deep Track is top holder, P72 in there as well. very intriguing name and valuation down here. The combo data they announced in January largely went unnoticed

1

0

6

Ben Solari

@blippd

9 months

@Phoenix3million and yet here we are 50% higher... people can worry about nickels and dimes short term and lose sight of bigger picture... market is short term voting machine, long term scale - $MREO going much higher next 12 months, most likely not a public company this time next year. thats all

2

0

7

Ben Solari

@blippd

1 year

@ericwhiteback Now let's stop pretending the "event / player worn" or "game used" RPAs and logomans aren't a bunch of BS / fraudulent product hiding in plain sight... Panini, and generally all new product mass produced after lets say 2008-2010, is 🗑️

1

0

7

Ben Solari

@blippd

9 months

@private_dataguy @KidDynamiteBlog @DoNotLose I won’t disagree with that. It’s effectively the entire premise of the trade for me.

3

7

Ben Solari

@blippd

2 years

$UTHR trades 6x sales - applying that to $LQDA which could / should be doing $500mm a year with Yutrepia in 2-3 years you get a $3bn market cap company or ~$45 a share - back out NPV from there with a conservative discount rate and you’re still probably around $20-30 a share

1

0

6

Ben Solari

@blippd

1 year

@thedailyfriday_ Me reading this tweet

0

6

Ben Solari

@blippd

2 years

Same could be said for $MREO and $RARE w/ Setrusumab for OI - FDA is doing the right thing here imho, patients with NO approved drugs are left in dark for too long subject to waiting a decade of hoops for these co’s to jump through - this isn’t like 3,4,5th line treatment stuff

Pharmdca

@Pharmdca

2 years

$INZY over $1Billion plus potential, mind boggling this is not trading close to 400-500 million valuation. While $RETA data wasn’t clean, $INZY data showed sustained ⬆️ levels in PPi (biomarker) at highest dose Stocks with unmet need should do well with FDA being very lenient

3

6

42

1

0

6

Ben Solari

@blippd

2 years

@ej23ny You’re doing great work covering this name. They are a hidden gem, these prices are still a gift but it’ll be nice to see it back over a $1 shortly in the new year to build a base between $1/$1.59 and run up to $2/$3 ahead of that mid-year readout (long)

1

0

6

Ben Solari

@blippd

2 years

@nabeel @TurnerNovak @balajis I couldn’t help but think about Snowpiercer watching that commercial... there’s def gunna be the “poor” part of the Line and the “rich” part of the Line and it’s gunna be crazy to watch segregation and gentrification play out in a 2050 futuristic stationary mega train

0

6

Ben Solari

@blippd

8 months

The table is dated as it was written up in an investment memo back when the trade was put on a month ago @ $2.50. I also had assigned a pps target of $7.50 should he win the general election, and that appears to be extremely conservative. Nonetheless, the share price today

1

4

8

Ben Solari

@blippd

2 years

@BrianRoemmele

0

5

Ben Solari

@blippd

8 months

@netcapgirl Based on your queue, I would say definitely check out Bill Bryson if you haven’t already. The Body, Shakespeare, A Short History of Nearly Everything … all fascinating deep dives on a particular niche and he reads them himself for Audible. I’d start with The Body or Shakespeare

2

0

4

Ben Solari

@blippd

6 months

@DoNotLose I’m confused on the delta in performance between the two classes of shares since December when I built significant positions in both. With that said, I think there are some pretty smart people / funds who are Long (or buying) Commons vs. pfd … it does feel like FNMAS should be

3

0

5

Ben Solari

@blippd

1 year

New position: Long micro cap $BNOX - an absolute gift at these levels after today’s shakeout stemming from short term P&D traders entering the name this morning on $VGTN sympathy play. I believe that $ATAI should just buy this company outright at these levels, which would be

1

0

5

Ben Solari

@blippd

8 months

@AltaFoxCapital Dynasties that never disappoint … look no further than the $SPY

0

1

Ben Solari

@blippd

3 years

@buysidebio $OCUL gets 5-7x on Dex alone at $300m they’d be taken out for $20-$26 & get rest of the pipeline for free…curious how long the market disconnect will remain on this name but feels like it’s going to be a 12-18mo story as Dex just isn’t getting the love, mkt wants another asset

0

5

Ben Solari

@blippd

1 year

@RandyTreibel @EpsilonTheory Came here to say this… it’s CAD!

0

5

Ben Solari

@blippd

1 year

@CollectionRbt It’s a tie

2

0

4

Ben Solari

@blippd

2 years

@ManOfTheLibrary You’re an absolute legend mate

0

4

Ben Solari

@blippd

1 year

@MattBiotech I think $LIAN is probably my most under the radar / asymmetrical name in my bio portfolio right now. It’s a very interesting biz model, solid management team Perceptive spin out w/ great partnerships $BBIO and $BMY (formerly MyoKardia) … there are others but this one has almost

2

0

5

Ben Solari

@blippd

9 months

@DeepSailCapital $FNMAS as an arbitrage play on delayed reaction / mispricing of Trump re-election odds, which are up significantly over the last 6-12 months vs. flat for fnmas. Working on a longer form post on this very soon

2

5

Ben Solari

@blippd

10 months

@francispouliot_ How do you feel about the major Miners as an investible asset class over that same time frame?

3

0

4

Ben Solari

@blippd

2 years

@PersimmonTI Super $MREO should have some catalysts in Q1 after this quiet Q3/Q4 I also think $TNYA is a diamond in the rough. Insiders just loaded at $2.60 in November which I believe they felt was a gift, stock should be back there in no time w/ upside to $5-6 in a hurry. Long both.

0

3

Ben Solari

@blippd

2 years

@LongShortTrader Price action of an asset is the reflection of the sentiment of its holders preferences at any given time. BTC is unique in that the strong majority asset holders are aligned with a longer time preference / reject trading their asset for fiat $. tech & biotech equities not so much

3

0

4

Ben Solari

@blippd

9 months

@quantian1 I’ll leave this for you, also from my write up. TLDR to your question as it relates to me personally is that quite frankly, I don’t care much about SCOTUS or any legal crapshoot as it relates to Fannie and Freddie. I just look for interesting opportunities and try and bat singles

1

2

5

Ben Solari

@blippd

8 months

@0x_gtx I think the variable not mentioned that’s important here is what your average cost basis is. For those who were long before the data, my guess is they will be less sensitive to sell irrespective of the volatility. But there was a ton of hot money that came in above $90 when M&A

1

0

4

Ben Solari

@blippd

3 years

@litcapital

0

3

Ben Solari

@blippd

6 months

@Biohazard3737 I think this is a pretty specific commentary on SaaS in general, especially sales and engineering where the unfortunate but common mentality is for ICs to jump ship and ‘level up’ on comp or title at any given chance. As an employer it’s hard to feel like an employee who has a

3

0

4

Ben Solari

@blippd

11 months

@ej23ny And Soleus just took a $10m chunk in the mid-1.30s only about a month ago - 2-3 weeks before multiple de-risking events this is as prime of a buying opportunity as there’s been. It’s just hard for folks who swim in the SMID biotech lane to deploy capital right now everyone’s $$

1

0

4

Ben Solari

@blippd

1 year

Long $SPHR - this is a super cool project to be able to own a piece of, the ownership of legacy MSG assets is just a cherry on top. Expecting a run up in both PR coverage and stock price this fall around the launch

Joe Pompliano

@JoePompliano

1 year

The $2.3 billion MSG Sphere in Las Vegas is almost ready. • 366 feet high • 516 feet wide • 18,000 seats • 164,000 speakers • 580,000 sq ft of LED panels It is the world’s largest sphere and will officially open this September with a U2 concert.

749

781

9K

1

3

Ben Solari

@blippd

3 years

@IceBear873 @biotechinvstr $AUTL is one the the best places to park money in biotech IMO I am ok sleeping at night holding this through turbulence given the funding, data, and pivotal trials - greater than 50/50 odds this sees $12+ in 2022 with a shot at $25+ in ~24 months

1

0

4

Ben Solari

@blippd

2 years

@buysidebio My portfolio agrees with you $AUTL $PRAX $MREO $IPSC $TCRT etc. I am finding ample opportunity and positive EV in small cap / mid cap unloved bio

0

4

Ben Solari

@blippd

1 year

@Emmonspired

0

4

Ben Solari

@blippd

3 years

@Biohazard3737 @vaedermacher $ABUS owns like 16% of Genevant - your estimate puts their stake at around $1.5bn which is exactly my target takeout price for them … long ABUS

1

0

5

Ben Solari

@blippd

11 months

Does “coming off 5000 year lows” as a headline re: interest rates sound super f-ing crazy, but also super fascinating? I present to you: The Price of Time by Edward Chancellor. He outlines the history of interest rates all the way back to the Roman era. One of the best

Gunjan Banerji

@GunjanJS

11 months

Bofa has a chart of rates going back to **3000 B.C.** Says rates are coming off "5000-year lows"

195

475

3K

0

3

Ben Solari

@blippd

11 months

Imagine doings weeks or months of due diligence on under-followed, small cap biotechs. You finally feel like you found something interesting amidst the hundreds of companies out there. You decide to put your hard earned US dollars on the line to invest in a team and science you

1

0

4

Ben Solari

@blippd

3 years

@Biohazard3737 @10 I think it’s the complexity. Similar to how Pershing Square Holdings (and many others) trade at a discount to NAV, the sum of the parts isn’t super compelling for investors given it also reduces likelihood of an acquisition / dilutes the leverage of the “hits” in their portfolio

0

4

Ben Solari

@blippd

1 year

@checks_inc @ReaperCapital Yes that’s the next level of analysis / visual. Funny you say that because in the scenario above where I chose to rent for the next year vs. buy, I took the financial equivalent of the down payment and put it in high-yield savings @ 4.5% which monthly pay out effectively brings

0

4

Ben Solari

@blippd

8 months

@IrrationalMrkts @CapitalismWorld

Ben Solari

@blippd

9 months

I believe there’s at least 1-2 large institutional hedge funds out there loading up on $FNMA $FNMAS the last two weeks. I built a 20% portfolio position (16% preferred / 4% common) in early December at $2.50 / .77 avg respectively, and wrote up an investment memo to outline /

8

18

95

0

3

Ben Solari

@blippd

6 months

@Citrini7 Miami Went for the first time ever last month to escape New England winter - was looking for a short flight w/ no international logistics to worry about Grab a suite at the 1 Hotel or Four Seasons if you want something a little quieter I found it to be the perfect mix of

1

0

3

Ben Solari

@blippd

1 year

Read the $ALT Altimmune transcript last night. It’s very solid. Two takeaways from my end: 1. Phase 2 GLP-1 obesity trial was a “learning” trial for most of these companies including $LLY and $NVO - they know the compound is active and effective but it’s about honing the right

1

0

3

Ben Solari

@blippd

1 year

@DoNotLose $FNMAS should be up 50% on the news from today.. still a gift at these levels imo I don’t see how this doesn’t start to drift towards $5-6 by EOY

0

3

Ben Solari

@blippd

1 year

Genuine question: I’m curious if the *massive* inventory of ASICs that crypto miners like $RIOT and $MARA have accumulated actually have terminal upside value outside of mining Bitcoin and can be reused or redeployed for AI / $NVDA GPU workloads - in a sense, with some software

5

0

4

Ben Solari

@blippd

1 year

$KOD at these levels is like buying a $1 dollar bill for a quarter and betting the owners (Baker Bros) don’t light the rest on fire before they can return some to shareholders. 50% probability of them returning ~1/2 of the cash puts this right around $3-4. not a bad return

0

3

Ben Solari

@blippd

8 months

@mvarinus

1

3

Ben Solari

@blippd

2 years

My guess is that the stock will re-rate to that NPV range once fully cleared from last appeals hurdle which is expected to be late 23 / early 24. If you further back out EV of what $LQDA should trade at based on the level of risk remaining and time pref you still get $12-$15 imo

1

0

3

Ben Solari

@blippd

2 years

@theswissfrank I’m not sure if that’s how I’d read this chart. looks to me like they’re projecting YoY price appreciation to cam from 18-20% YoY down to +14.9% YoY in Feb 2023. If that’s actually projected on top of the already accelerated appreciation it’s actually a wildly bullish call, no?

1

0

3

Ben Solari

@blippd

11 months

$PEPG the FDA hold was lifted yesterday but it was a terrible tape for any good news with $XBI down 3% absolute bloodbath out there for SMIDs.. I am long and will be patient as this is a 6-12 month story most likely. But the science, team, investors all look promising and this

Ben Solari

@blippd

1 year

Has anyone done any work on $PEPG ? Spun out of RA Capital (own 35% of the company) early stage pipeline next-gen DMD treatments, utilizing the same target as $SRPT (Exon 51 skipping) w/ better (potential) delivery - FDA put clinical hold on their Ph1 in May and stock has gotten

1

0

1

0

1

3

Ben Solari

@blippd

3 years

Is it too late for Kyle Bass to take the W with his warehouse full of nickels

1

0

2

Ben Solari

@blippd

2 years

. @saylor for folks who believe in BTC long-term, why would this not be a generational buying opportunity for the handful of publicly traded Bitcoin miners? If / when Bitcoin doubles or triples from current prices some of these should be 10-20 baggers $BITF $MARA $HUT $CORZ etc

1

0

3

Ben Solari

@blippd

2 years

@Quarry_Rock I hope so brother! Been sitting on my hands for 3-4 years now, by the time the market "pulls back" I'll be lucky to get something for the same price I could have if I just pulled the trigger in the first place lol

0

2

Ben Solari

@blippd

2 years

@ManOfTheLibrary

0

3

Ben Solari

@blippd

1 year

@ericwhiteback @PaniniAmerica @Giannis_An34 @JoelEmbiid “The materials on this card are not associated with any specific player, event, or game.”

1

0

3

Ben Solari

@blippd

2 years

@Pharmdca One of my largest positions, there is no reason for the sell off from .80-$1 into the .50s and .60s this is a gift down here. Rubric just awarded 4 BoD seats and things have been quiet since they settled with current management team in Nov… a little too quiet…

1

0

3

Ben Solari

@blippd

6 months

@InvestIt3 Surprised the pref are lagging the commons by so much last 3 months. I opened up two sizable positions in each back in December and apparently sized them pretty wrong (so far) - Commons up 130% while $FNMAS only up 70% … not complaining too much here but my FNMAS position is 7x

1

0

4

Ben Solari

@blippd

9 months

@Alexand80831564 Great minds Alex

Ben Solari

@blippd

1 year

@MattBiotech I think $LIAN is probably my most under the radar / asymmetrical name in my bio portfolio right now. It’s a very interesting biz model, solid management team Perceptive spin out w/ great partnerships $BBIO and $BMY (formerly MyoKardia) … there are others but this one has almost

2

0

5

1

0

3