Saturday, November 19, 2016

Gilead: 1 Down 2 To Go (11/18/16 Status Update)

Gilead: 1 Down 2 To Go (11/18/16 Status Update)
By Out of Ignorance • 23 comments
Nobody Has Talked About What AMD Is Doing In Deep Learning
By Austin Craig • 79 comments
New York REIT - Liquidation With 30%-50% Upside And Likely No Downside
By New Capital • 24 comments
PRO Pick of the Day
FRP Holdings - Boring Name, Exciting Potential
By Safety In Value • 2 comments
PRO ideas are forward-looking, under-the-radar opportunities from top authors. Safety In Value highlights FRP Holdings as a real estate firm at a discount to NAV - 20%+ upside.
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Editors' Picks
Nvidia Gains GPU Market Share In Q3
By Mark Hibben
Facebook's Margins Will Drive The Next Leg
By Joe Albano
The Titanic Iceberg Awaiting UDC In 2017
By Esekla
NetApp: How To Succeed In The Storage Business Without Really Growing
By Bert Hochfeld
Theratechnologies Has An Unheralded Blockbuster
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Long Ideas
DryShips' Problems Will Not Impact Navios Holdings Results by Matthew Waterman
Bank Of America: Quantifying The Trump Factor by FIG Ideas
Top 4 Reasons Why Pfizer Continues To Be A Buy In 2016 by Gaurao Bhade
Facebook's Buyback Not Meaningful Catalyst by Bill Maurer
Boeing: Do Not Fear by Christopher F. Davis
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Short Ideas
Tesla: When "getting There" May Not Be Ideal by Taron Ganjalyan
Kuka: Stock Price Implies 99% Probability That Berlin Will Revoke Merger Approval by Dam Pathmalal
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Quick Picks & Lists
Tsinghua Unigroup And Micron Technology: If At First You Don't Succeed... by Robert Castellano
DryShips: The Death Of The Panamax by Paulo Santos
Gilead Sciences Is Again Down To 3 Entries In The NASH Race by Clinically Sound Investor
Barrick Gold: Don't Buy Because Soros Did by Brandon Dempster
Twitter: Finally An Activist by Activist Stocks
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Fund Holdings
Stock Rankings According To Hedge Fund Investing (Part 22) by Rico Silvetti
Glazer Capital - Special Situation Fund Q3 Update by Safety In Value
FPA Capital Fund 3Q16 Commentary by ValueWalk
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Insider Ownership
First Solar Is A Strong Sell! Lowering Target To $20 by Giovanni DiMauro
Worst CEO In The World? DryShip's CEO George Economou by Giovanni DiMauro
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