Thanks for your excellent presentation. Tough area for me to invest in due to it's complexity. I think you did excellent job of explaining your findings to us the laymen investors. Im halfway through I'll have to return later. Ill let it finish to help the algorithm.
Seems that between 2021 and 2022 the stock of this company went down about 50%. According to one article the company suffers from a lack of viable new ways to test cancer patients and it is speculated in the article that a bigger biotech company might buy the company. Also according to new ai based search Ark Invest owns about 14 million shares of this company atm. According to same ai search the loss of Ark Invest at the moment with this particular stock is about 36%.
Nice commentary and explanation on your investment case with Exact Sciences. One red flag for me is though, that your are selling Exact Sciences shares in the last couple of weeks. Can you elaborate on that?
Exact had a run up in value. Ark constantly sells investments when they exceed pre determined percentages of the portfolio. If a stock drops, they load up to match to the desired percentage.
For mature businesses, yes. You'll never be able to get a sense of the true operating performance of a business, especially a rapidly growing one, when you include the impacts of financial engineering and capital investments.
Bob the illusionist has no magic : A thousand years hence :The telephone and the motion picture camera may become obsolete , but the principle of rotating magnetic fields will remain for all time to come .
There are many unknown geniuses who changed the future of the world. One was James Clerk Maxwell. He probably never imagined that his ideas would create a trillion dollar industry...more than a century later...
They haven't shown a single success story with their liquid biopsy portfolio. Not one. Their stool test if the one and only product that makes them money, for now. Guardant Health, Grail, Freenome are the companies that have shown anything as far as liquid biopsy products are concerned. As a scientist who worked in that space, I can guarantee you that there is no native talent left at Exact Sciences who can build a competing liquid biopsy product. All the good ones left because of severely incompetent management. I have my hopes high for the competitors, not this junk company.
![[UNCUT] The Loyal Pin ปิ่นภักดิ์ EP.15 (1/4)](http://i.ytimg.com/vi/TLBjiHvkKtE/mqdefault.jpg)
Timestamps would help your nice videos! 🙂
Thanks for your excellent presentation. Tough area for me to invest in due to it's complexity. I think you did excellent job of explaining your findings to us the laymen investors. Im halfway through I'll have to return later. Ill let it finish to help the algorithm.
Seems that between 2021 and 2022 the stock of this company went down about 50%. According to one article the company suffers from a lack of viable new ways to test cancer patients and it is speculated in the article that a bigger biotech company might buy the company. Also according to new ai based search Ark Invest owns about 14 million shares of this company atm. According to same ai search the loss of Ark Invest at the moment with this particular stock is about 36%.
I m really happy that testing got so advanced but when will cure be so advanced????
Why sell 2 mil shares of TDOC and not post that in trade desk?
And still think they will be 3000/share?
Because you said 10x at 300.
Now it’s 20.
Nice commentary and explanation on your investment case with Exact Sciences. One red flag for me is though, that your are selling Exact Sciences shares in the last couple of weeks. Can you elaborate on that?
Exact had a run up in value. Ark constantly sells investments when they exceed pre determined percentages of the portfolio. If a stock drops, they load up to match to the desired percentage.
Does anyone know why Simon left arkk?
Thank you guys 👍
Thank you. Great job
I hate EBITDA, EBITDA is short for earnings before interest, taxes, depreciation and amortization.
Those things are supposed to be factored.
For mature businesses, yes. You'll never be able to get a sense of the true operating performance of a business, especially a rapidly growing one, when you include the impacts of financial engineering and capital investments.
Bob the illusionist has no magic : A thousand years hence :The telephone and the motion picture camera may become obsolete , but the principle of rotating magnetic fields will remain for all time to come .
There are many unknown geniuses who changed the future of the world. One was James Clerk Maxwell. He probably never imagined that his ideas would create a trillion dollar industry...more than a century later...
And yet ARL unloaded a lot of this companies’ shares? Hmmm!
We just launched world of dance. Which is kind of a big latex bet.
Look forward to hear you back.
Peace. Bye.
Was that a wedding ring on Tasha ?
They haven't shown a single success story with their liquid biopsy portfolio. Not one. Their stool test if the one and only product that makes them money, for now. Guardant Health, Grail, Freenome are the companies that have shown anything as far as liquid biopsy products are concerned. As a scientist who worked in that space, I can guarantee you that there is no native talent left at Exact Sciences who can build a competing liquid biopsy product. All the good ones left because of severely incompetent management. I have my hopes high for the competitors, not this junk company.