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Today I am doing some quick updates on our 9 portfolio names , I plan to have 3 more with 12 being the max. Each position should be about 8% of a TPS allocation portfolio. Obviously I weight this in smaller cap names and Biotech in...

BIVI near $12 as of 12/14/20 close Recent IPO in late September at $10 Max Entry 13, add  all the way to 11.50 on near term dips Liver treatment indication that is de-risked and a potential promising Alzheimers indication added to pipeline in 2021 Target in...

TBIO hit near 28 today Written up on July 29th 2020 at $16 per share with advice to buy from 15-17, we dipped as low as 12.50, in the 14's I said to add if aggressive. Target was $28 Avg is about 15.50 net of advisories and the...

Just some real quick notes on Strategy ahead and positions Im currently doing the due diligence on our next position which I am quite excited about. A few teasers are in order.  The CEO and Founder has an 85% stake after the IPO as he likes...

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