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Sudhi Investor's  Instablog

Sudhi Investor
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I follow US markets and economy in general. Here are my ever evolving strategies on stock picking. They fall under 2 categories:event based & growth based. All of them have the same over-arching theme which is my conviction over reward(value)-to-risk assessment in an investment at a... More

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StockTalks

  • MNTA is cheap if you factor in Copaxone launch in next 3 years and FOB partnership deal. Value of Copaxone itself >500m
    Oct 2, 2011
  • TRSX's (lead product:Tedizolid) seems like attractive reward/risk opportunity.
    Sep 28, 2011
  • bought MNTA at $19..i think attractive reward/risk
    Jun 1, 2011
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Posts by Themes
General Growth, generic drugs, GGP, Simon Property
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