1/23/19 Time to start loving the unloved – Post FQ2 Review on Lam ResearchI’m going to keep this update relatively short and to the point.
1/14/19 Idiosyncratic, 21-33% over nine-month IRR opportunity in an uncertain market: Buy Celgene on the likely closing of the Bristol-Myers Squibb acquisition of the Company (and buy Bristol-Myers …