Q: Hi, Could you please provide your opinion on MRNA current price/valuation/potential growth ? The stock is currently down -37% YTD. At this price, do you see a potential contrarian long term investment ? thank you
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Booking Holdings Inc. (BKNG)
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Ulta Beauty Inc. (ULTA)
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ResMed Inc. (RMD)
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e.l.f. Beauty Inc. (ELF)
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Moderna Inc. (MRNA)
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Celsius Holdings Inc. (CELH)
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Snowflake Inc. Class A (SNOW)
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Rivian Automotive Inc. (RIVN)
Q: I'm a long term growth investor. Planning to do a little tax loss selling. I'm down on these 5 names. What do you think of each name from an investment point of view, in what order would you sell, and what, in your view, could be a possible replacement name for each. Thanks.
Q: What is your opinion Biontech and Moderna. They both seem to have low forward PE multiples. Any indication of what might be in their pipelines. I noticed on July 17 you listed Biontech as a sell. Thanks for your analysis