Congrats on another awesome year Stock Novice! Do you happen to know if TMDX's acquired R&D expenses of ~$27.2M (Bridge to Life) in Q3 was mostly a one time cost? I've been trying to forecast their expenses and I don't know how to think about it. It's obviously a huge number compared to the pre-acquisition R&D quarterly expenses.
Thanks for sharing your portfolio and decision making over the past years. I've learned so much from you. I can't thank you enough. Happy New Year
or your watchlist....SNOW had a good year, but they are still trading 20% below their IPO price. Their multiple always has them priced beyond perfection. I had to let them go. Please share your research on that one.
Congrats Stock Novice. I must say that this was the most thought provoking year end post I have read over the past 48 hours. I like your thoughts on S curve investing. I am not sure we will get back to zero interest rates any time soon. This will make it harder to find those juicy small caps in hyper growth mode early and often.
Just subscribed! Looking forward to your updates!
Congrats on another awesome year Stock Novice! Do you happen to know if TMDX's acquired R&D expenses of ~$27.2M (Bridge to Life) in Q3 was mostly a one time cost? I've been trying to forecast their expenses and I don't know how to think about it. It's obviously a huge number compared to the pre-acquisition R&D quarterly expenses.
Thanks for sharing your portfolio and decision making over the past years. I've learned so much from you. I can't thank you enough. Happy New Year
or your watchlist....SNOW had a good year, but they are still trading 20% below their IPO price. Their multiple always has them priced beyond perfection. I had to let them go. Please share your research on that one.
Best to you and your family!
funny how you copy trade each other. If you know what you own, why are you selling SNOW and having it again on your watchlist? Boy...
Happy New Year to you and your loved ones. 🎉🥃
Congrats Stock Novice. I must say that this was the most thought provoking year end post I have read over the past 48 hours. I like your thoughts on S curve investing. I am not sure we will get back to zero interest rates any time soon. This will make it harder to find those juicy small caps in hyper growth mode early and often.