Archive for February, 2021
What Will Happen to SmithOnStocks
I want to thank people who expressed their appreciation for my research over the years upon learning that I was refunding subscriptions. Some are wondering what I will do from now on. I do not intend to fade away. I just enjoy learning about new companies and technologies too much. I will keep my website […]
Closing Subscriptions to SmithOnStocks and Issuing Refunds
I have decided to close the subscription service to SmithOnStocks and will refund subscriptions paid over the past year per a formula I will shortly describe. The reason is that I am spending much more of my research time looking at emerging technologies such as 5G, electric vehicles, regenerative medicine, messenger RNA, fintech, space, blockchain […]
Cryoport (CYRX, Buy, $66.00) and bluebird bio: Investment Significance of bluebird’s Decision to Temporarily Suspend Sickle Cell Disease Trials of LentiGlobin and Marketing of Zynteglo in Europe
Cancer Concerns About bluebird bio’s Gene Therapy Products bluebird bio announced a temporary suspension of two trials of its LentiGlobin gene therapy for sickle cell disease (SCD) and also the suspension of marketing of a different gene therapy, Zynteglo, in Europe. The reason was a report that a sickle cell patient who was treated more […]
Are There Implications from the Frenzy over GameStop for Adam Feuerstein
The media focus on corrupt hedge fund short selling has not surprisingly turned to bloggers who are closely associated with short selling. The first casualty has been Andrew Left of Citron Research who was leading the charge on shorting GameStop and got hammered on his short position. The Wall Street Journal reports that his firm […]
Wall Street is Poised for Disruption, Part 2, February 1, 2021
The Current Media Narrative That Retail Investors Trading on Robinhood Were Primarily Responsible for the GameStop Short Squeeze Appears False. It Was More Likely Orchestrated by Hedge Funds Key Thoughts Mainstream media is treating the GameStop short squeeze as a new phenomenon in which free online trading on platforms like Robinhood has led to excessive […]