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Adyen NV (ADYEN-2086.50 EU, AS) Generated an EBITDA Margin of 58.9% in 2020.

Driven by 2020 revenue growth of 65% in North America, an EBITDA margin closing in on 60%, on revenues that have not yet touched $1 billion US, implies that the present rate of revenue growth, should it persist in the

Posted in Open Blog

EU Intention to Purchase ONLY Messenger RNA Vaccines in New Round of Tenders Represents a Changing of the Guard in the Vaccine World.

A recent round of talks by the EU with the messenger RNA Covid-19 vaccine producers and developers (Pfizer-BioNTech, Moderna and Curevac), coupled with news that Curevac might see accelerated approval for their product, which is still in phase 3 trials;

Posted in Open Blog

Grupo Aeroportuario Del Pacifico (PAC-NYSE, $109.75). Mexican Traffic is Higher; YOY Comps Should Turn Positive for the Balance of 2021.

https://finance.yahoo.com/news/grupo-aeroportuario-del-pacifico-reports-214700427.html

Posted in Open Blog

Gnostic Large Cap Model Portfolio Return of 2.8% for the Quarter Ended 03/31/2021.

For the quarter ended March 31st, 2021, the DJIA produced a return of 7.9%. The S&P 500 produced a return of 5.8%. The NASDAQ composite produced a return of 1.8%. US M2 money supply grew by 2.7% for the quarter.

Posted in Open Blog

Novavax (NVAX-$205.59, NASDAQ) Sold on Competitor Developments.

Today, the entire position on NVAX has been sold. Moderna has announced a significant expansion of vaccine production as well as the acceleration of development of a modified vaccine to take into account the new SA variant. J&J has announced

Posted in Open Blog
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