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I typically stay away from truly controversial stocks, but the current hysteria around all things private credit and software is going a bit far, with some journalists and Substack writers openly cheerleading for a meltdown. As someone who worked in the middle of the GFC, the comparisons don't make sense to me.
A quick background, direct lending became popular fol...
Theravance Biopharma (TBPH) ($700MM market cap) announced earlier this week their Phase 3 trial evaluating ampreloxetine for the treatment of a rare disease did not meet its primary endpoint and the company was winding down R&D...
Green Dot Corporation (GDOT) (~$715MM market capitalization) is one of the original fintech firms targeting the underbanked population in the United States who primarily live paycheck-to-paycheck. They provide accessible financial products like prepaid debit cards, secured credit cards, money processing services, tax refund processing services both under their own name ...
Another ugly year for me, that's three of the last four. My portfolio was down -5.93% on the year, compared to a positive +17.91% for the S&P 500. My long term performance has shrunk to 18.49% annualized, below my long term target of 20.00%. I've spent some time considering how much more effort I want to put into trying to outperform the marke...