The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Thursday Nov 07, 2019
Thursday Nov 07, 2019
On this week's The Razor's Edge, we discussed Akram's Razor's recent short case on Invitae (NVTA). If you're following the stock, you're probably aware of the two articles the author of The Razor's Edge has posted on the company. There's a lot to cover, so we broke it down in a podcast recorded on Monday, November 4th, i.e. two days before yesterday's earnings came out. It also came out before Myriad Genetics (MYGN) earnings this week. We were joined by a colleague of Akram's, James, to have a little more color on the story. Topics Covered 2:00 minute mark - Why Invitae? 8:15 - Investment case of accumulating the world's genetic information 17:45 - Comparison to Amazon... gene testing as a product. 22:30 - Theranos's issues and the comparison to Invitae 34:00 - Could Invitae build a data business? 40:30 - The long case for Myriad 50:30 - Challenges for NVTA 58:00 - Where do we go from here? What's the measuring stick? 1:03:00 - Is there a path to profilitablity for NVTA? 1:21:30 - Disruption of the market, redirection of resources, fraud issues and "nobility". 1:34:30 - Difficulty of building a sustainable model in healthcare due to costs.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.