Atticus’s Newsletter

Could BridgeBio really be worth $400? Even with some conservative assumptions, the combination of Attruby’s main indication, the pipeline, and the ACT Early trial could add up to a very large valuation.

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I break down the simplified base case for bullishness on LNG in general and for the undervaluation of the second-largest player in the space, Venture Global.

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$BBI just began its commercialization - and all signs point to a huge blockbuster in the making.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit atticusanalysis.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit atticusanalysis.substack.com

$TGTX had a huge upward move today thanks to a well received earnings call. But was the call really all good news?

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Thanks for reading Atticus’s Newsletter! Subscribe for free to receive new posts and support my work.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit atticusanalysis.substack.com

$TGTX is a stock many hope will be bought out, but the CEO’s contract says he will get a bonus if the stock reaches $63. But is it really worth that now, or will we have to wait?

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit atticusanalysis.substack.com

Applovin (APP) and Unity (U) are similar companies, trading at similar price multiples and growing at the same pace. But for qualitative reasons, one is the better buy.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit atticusanalysis.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit atticusanalysis.substack.com

This has been a fantastic week for the markets and for my portfolio, so I thought I would go through my holdings and talk about my reasons for holding them.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit atticusanalysis.substack.com