Blog Archives

Global Market for mRNA Covid-19 Vaccines may be Larger than Anticipated, Given the Real World Impotence of “Not-mRNA” Vaccines.

Recent Brazilian allegations of financial irregularities pertaining to the purchase order of Bharat Pharmaceuticals covid-19 vaccine are troubling. The Bharat order has been cancelled. Allegations that Bharat diverted approximately 15% of the contract price, on a 20 million dose

Posted in Open Blog

Gnostic Capital Large Cap Global Portfolio Return of 17.5% for the Quarter Ended 06/30/2021.

For the quarter ended June 30th, 2021, the DJIA advanced by 4.5%, the S&P 500 increased by 8.2% and the NASDAQ Composite Index appreciated by 10.8%. US M2 money supply grew by 3.8% in the quarter. By way of comparison,

Posted in Open Blog

A Biotech Silver Lining, Potentially Revolutionary in Scope and Scale, Emerges From the Covid-19 Pandemic Cloud

“Anything you can do, I can do better. I can do anything better than you.” “No you can’t.” “Yes I can”. “No you can’t.” “Yes, I can”. “No you can’t.” Yes I can, YES I CAN!” (From the musical “Annie

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James Anderson, Superstar Manager of Scottish Mortgage Investment Trust, To Retire from Public Direct Money Management.

“Let me say maybe something stark…which is that we have to be willing to embrace unreasonable propositions and unreasonable people in order to make extraordinary findings because the notion that utterly reasonable people doing utterly reasonable things will produce massive

Posted in Open Blog

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
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