Portfolio Update

In this issue, we cover the latest indicators pointing towards the growing possibility for a bear market. We also cover the upcoming options expirations set to take place after the close of trading today.

This coming January will mark two years since we launched Tech Frontiers and its predecessor, Biotech Frontiers. During that time, we’ve compiled an extraordinary track record: Eight of our recommendations have appreciated over 100% and many others have appreciated at least 50%. In the meantime, in our biotech portfolio, we encountered only two meaningful losers

In our report Dig Baby Dig, published on September 12, 2024, we recommended purchasing Albemarle’s 7.25% Series A Mandatory Convertible Preferred Stock, then trading at $42.89 per share. Our rationale was that the sharp decline in lithium prices had caused the stock prices of the companies, like Albemarle Corporation, that produce it, to fall too

In response to reader feedback, we are changing the format of our weekly updates to start with a brief executive summary of the portfolio and the key message, followed by the portfolio table and details at the end.

In response to reader feedback, we are changing the format of our weekly updates to start with a brief executive summary of the portfolio and the key message, followed by the portfolio table and details at the end.