Moderna’s skin cancer breakthrough, a cheap stock for the Community Portfolio & can you time your investments?
Summary
Hosts Bryce and Wren analyze Moderna’s 177% surge following a breakthrough mRNA cancer vaccine trial, discussing the resulting short squeeze and the broader potential of AI in healthcare. They review their community portfolio’s performance, which currently outpaces its benchmark, and evaluate a pitch for Scorpio Tankers before deciding against adding it due to cyclical risks. Finally, they answer a listener question on navigating earnings season volatility, advising investors to focus on long-term thesis validity rather than short-term price jumps.
Topics discussed
Sponsors: Liquid IV and Vanta
Intro: Moderna's cancer vaccine breakthrough
FinFest event promotion and high conviction picks
Moderna stock surge and math of recovering losses
Intestimarin vaccine details and short seller losses
AI in healthcare and Eli Lilly's clinical trial edge
Community portfolio performance review
Stock pitch: Scorpio Tankers analysis
Call for community stock pitches
Sponsors: Arm & Hammer and Range Rover
Q&A: Timing buys around earnings season
Outro and final sponsor messages
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