So, I haven't posted in awhile...why not? Well, simply put, I've been doing some looking at a few different plays in biotech that have good value. I think I have an intriguing one, but rather than a play that requires my scientific expertise, it is more of one that requires my more-lacking business experience; so, I want to make sure I have everything squared away in my estimation of a company's potential revenue before I put my take out there. Rest assured, I am alive, and still planning to continue this blog. Just trying to make sure I deliver some good content, which sometimes takes some time.
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How I would have had to do research ...
if I lived in the age of dinosaurs.
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If you want something entertaining, check out Janet Yellen's comments on
biotechs being overvalued. I heartily agree, hence my adding the IBB puts to the model portfolio. Whether she should be making these comments is another matter entirely.
Happy investing, and I hope to have something a little more ... salient ... as I pull on a certain thread in the hopes that I unravel a great investment opportunity (that's a fun little tangential hint as to the company I'm currently researching).
JVS
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