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Martin Shkreli — sniff.trade
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MS
Martin Shkreli
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3 episodes · 3 trades · 1 speakers
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TRACKED TRADES
MS
@MartinShkreli
4w
love LLY's development of brenipatide: GLP-1 for depression, alcoholism, opioid addicti…
IDEAS · 1
LLY
LLY
LONG
LLY's brenipatide GLP-1 pipeline spans 7 trials in psychiatry/addiction/asthma — massive TAM expansion not yet priced in
$1,145.47
-4.69%
›
MS
@MartinShkreli
1mo
long idea: $BCRX trading at steep discount to sum of its two parts - $10 stock should t…
IDEAS · 1
BCR
BCRX
LONG
BCRX trades at ~$10 but sum-of-parts (ORLADEYO + navenibart) justifies $30, a 3x re-rating
$8.83
-11.67%
›
MS
@MartinShkreli
1mo
win some https://t.co/d35PgTZIwW
IDEAS · 1
ACN
ACN
SHORT
Accenture's consulting and outsourcing businesses will be hollowed out by AI, making its valuation unjustifiable and causing the stock to shrink over the next decade.
$168.71
-38.17%
›
