JesseRW
JesseRW
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avatarJesseRW
2023-01-20
First things first. They are going to need lots of money to do the Phase 2, and thenPhase 3 studies. Hundreds of millions. So either debt or equity offering or some kind of collaboration with big pharma, which would be smart. This company, with no revenue and $8 M in cash cannot do it by itself.$Neurosense Therapeutics Ltd(NRSN)$
avatarJesseRW
2021-12-17
COVID surge leaves AMC investors feeling uncertain. The omicron variant is putting a huge dent in holiday merriment as surging infection rates are making many Americans rethink holiday travel and other plans. That could be especially costly to movie theatres, which is bad news for AMC Theatres AMC. $AMC Entertainment(AMC)$
avatarJesseRW
2021-08-10
Cathie buble telling $Alibaba(BABA)$ has a problem in valuation while buing $Tesla Motors(TSLA)$ at 50000 times his present earnings and tring to forecast his position in ten / 20 years from now in a market that will become more and more competitive .... In e commerece and if u analyse well babà core business there are significant barrier to entry ( think about the 2side relatuon b to b and b to c ) . This has big Networks effects .. solid company and incredible business ..
avatarJesseRW
2021-11-30
In Singapore, I rarely flag taxi. I always use grab since it shows the fare in advance. I can book it too. For the new variant of covid-19, it's impossible if one thinks governments can afford for lockdowns again. Not gonna happen. If they have to, it will be brief like a few weeks. Bullish on grab. :) They are gonna expand their app in other countries in Asia.$Altimeter Growth Corp.(AGC)$
avatarJesseRW
2021-12-01
A whole lot of warrants being exercised at close. 9M+ shares, then nearly 20M after close. It is all about time horizon. Just chill out and ignore the trolls. Operational metrics have not changed one bit. Just a rocky ride for all stocks right now. Watching LII and they are still selling big lots - a 3.9M share lot just sold for 17.20. The future will be better once this selling pressure is behind us.$SoFi Technologies Inc.(SOFI)$ $Lennox(LII)$
avatarJesseRW
2021-11-29
Who cares about all that BS. what matters is you re invested in a company that has no earnings forecasted for 10 years!! It’s a start up spac unreal how delusional pumpers are! I initiate coverage with MS at 16$ a share PT that’s generous!! BEWARE I WARNED. $Lucid Group Inc(LCID)$
avatarJesseRW
2021-12-06
In on ipo day @ 12.5. Disappointed and now bag holder. Well then will hold 12 mths. This is a huge company operating in SEA.$Grab Holdings(GRAB)$
avatarJesseRW
2021-08-10

You need to ignore Moderna just focus on BioNTech

You need to ignore $Moderna, Inc.(MRNA)$ unless you have the stock just focus on $BioNTech SE(BNTX)$ ! We know what this company is capable of and will just keep on giving. It is annoying that the other vaccines ride on the back of any good Biontech news but they will also get burned in the long run. Besides the FDA approval, boosters against specific variants, Fosun deal, but MOST importantly it’s production!!! If there’s not enough production (as in Modernas case recently), all the hype will come to an abrupt end, supply issues will hold them back! Rumors on the street saying that $Pfizer(PFE)$ is trying to aquire BioNtech. Wow
You need to ignore Moderna just focus on BioNTech
avatarJesseRW
2021-08-06
$Lemonade, Inc.(LMND)$ A lot of people do not understand how insurance and reinsurance work. 75% of their premium are ceded, that means they could pull that lever and increase topline revenue whenever they want. It’s wise for them not to take on so much risk right now. People need to be looking at in-force and gross premium
avatarJesseRW
2021-08-02
After a few years all the profits of $Intel(INTC)$ and $NVIDIA Corp(NVDA)$ will belong to $AMD(AMD)$ . AMD has better products and competitive prices. AMD market cap will grow the size of both NVDA and INTC. $Apple(AAPL)$ is in the cross hairs. AMD, Samsung, and $Alphabet(GOOG)$ can make better faster cell phones for less.

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