Biotech Moonshots

Biotech Moonshots

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Biotech Moonshots
Biotech Moonshots
12/26 – 12/29 Biotech Moonshots Update

12/26 – 12/29 Biotech Moonshots Update

Profiting From $20-for-$1 Biotechs

Dec 30, 2023
∙ Paid
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Biotech Moonshots
Biotech Moonshots
12/26 – 12/29 Biotech Moonshots Update
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The biotech bear market from February 2021 through October 2023 created some dramatically underpriced stocks. There is free money lying on the sidewalk, just waiting for you to pick it up.

Dear Biotechies:

I know I said there would be no update in this holiday week, but I wanted to share our performance for 2023. The portfolio added 1.6% from last week as the new biotech bull market gathers steam. There is much more to come in 2024!

To receive new posts and support my work, become a free or paid subscriber. Paid subscribers get the Moonshots $20-for-$1 portfolio with weekly updates.

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The complete first chapter of my new book that I'm writing online, Every Investor's Guide to AI & Metaverse Stocks, is posted on Substack. It's free to read!

Introduction -

Every Investor's Guide to AI & Metaverse Stocks
1. Introduction
After graduating from Harvard with honors in Economics, I learned computer programming through IBM and moved to the Bay Area. I began my career in the computer industry’s infancy, first as a COBOL programmer and mainframe systems analyst, then as a technology stock analyst for American Express, covering Silicon Valley since its infancy. After earning my Chartered Financial Analyst designation, I rose through the ranks to become Vice President: Investment Planning & Control. I then spent five years at Capital Research/American Funds as an analyst and head of their Statistics Department. After IBM introduced their personal computer, I left to found the…
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2 years ago · 3 likes · Boomberg

Chapter 1: Part A -

Every Investor's Guide to AI & Metaverse Stocks
EVERY INVESTOR'S GUIDE TO AI & THE METAVERSE
Chapter 1. How We Got Here - Post A Economies used to evolve slowly. But in the past three centuries, they periodically went through a rapid, transformative change that created massive new opportunities at the same time that old structures were destroyed. Each of these revolutions was caused by the emergence of a new underlying economic driver. Each brought with it new infrastructures that reshaped society. We are living through one of those transformative changes right now, and it is creating once-in-a-lifetime opportunities to build new wealth…
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2 years ago · 2 likes

Chapter 1: Part B -

Every Investor's Guide to AI & Metaverse Stocks
Chapter 1. How We Got Here - Post B
Then came the Industrial Revolution, driven by cheap steel and a flood of new inventions. Wealth grew in steel, industrial machinery, and transportation. The infrastructure change to railroads, shipping, and the telegraph. Important economic indicators shifted to coal, iron and steel production, patent applications, and railroad operating income…
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2 years ago

Chapter 1: Part C -

Every Investor's Guide to AI & Metaverse Stocks
Part One: The AI & Metaverse Opportunity
Moore has been right this far, and I expect that Moore's Law will continue to hold true for the next 10 years at least. After that, the physical limitations of silicon may force a rethinking of the whole technology, but you never know. Twenty-five years ago, the fastest microprocessors ran at 1 gigahertz – 1,000 megahertz (MHz). Now you can buy 6 gigahertz (6,000 megahertz) Intel processors and people are waiting impatiently for 10 gigahertz models…
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2 years ago

Enjoy and subscribe (free or paid) for future chapters!

Paid subscriber or not, if you would click the ♥ symbol below it would really help me get the word out.

Please share this with anyone you know who can benefit from this. It’s free for them and they’ll thank you forever

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Your Editor,

Michael Murphy CFA is a Harvard-trained economist with over 35 years of stock market experience as a security analyst on both the buy- and sell-side, as a Registered Investment Adviser, mutual fund manager, and Director of Research.

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