Monthly Archives: March 2021

Sendas Distribuidora S.A. (ASAI-$13.26, NYSE). The “Costco” of Brazil, Without Membership Fees.

The model portfolio has added shares of Sendas to the portfolio today. Sendas had 184 stores at the end of 2020. They intend to add 28 more stores in 2021 and grow the store count by a minimum of 25

Posted in Portfolio Model Subscription

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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