Date: February 8th, 2022 10:50 PM
Author: anal out-of-control stage gaping
https://martinshkreli.com/blog/f/117-involuntary-horology
Biopharma armageddon is leaving a lot of value ideas in its wake. I will share a few at some point, but typically anything trading below cash usually has a good median 3-year return [backtest it!]. Looking into AGIO, NTLA, ADCT, BBIO, MRUS, CCCC, ROIV, RVMD, RCKT and many others (small cap foreign biopharma) as long candidates. There are still plenty of shorts, looking into AVXL, SAVA, CMPS, ATAI. This is a really good environment for anyone lucky enough to have zero exposure to the space in the last 6-12 months.
But... the best stock I can find is RBLX. Yep, Roblox. A deep dive later, but this is the strongest social network/platform (not really a game) since Facebook and has barely been monetized. Calculate the revenue Roblox realizes per hour of user engagement and you'll have a good laugh at the distinct possibility of 5-20x upside in the stock.
(http://www.autoadmit.com/thread.php?thread_id=5027601&forum_id=2#43934636)