We monitor coming IPOs and cover ones of interest. Usually we like them to be more of a sure thing, but in some cases you can still learn a lot from a company's S-1 even if they don't end up going through with the IPO. Joe P.
Hey nanalyze, can we have this revisited now that we've had 2 earnings + Ambry genetics acquistion? They're now on track to be FCF positive + $1B rev for 2025
@@Nanalyze Hi nanalyze, I just got a monthly membership but can't seem to join the discord server. I attach my account in account settings but nothing seems to happen. Would appreciate the help, thanks in advance! Edit: nevermind I've figured it out by clicking the link in my email!
@@josefbands Hey, glad you got that sorted. You can talk to myself and the team anytime by responding to any email we send. We use a Helpdesk platform that triages incoming queries so we can quickly assist the people who make this all possible - our Premium subscribers. Thank you for your financial support! Joe P.
I have mixed feelings about Tempus - The strategy outlined on the (beautiful) investors website makes a 100% sense and is in the right market at the absolute right time. However most of the content gives me this "fake it till you make it" and "impress on the outside first, fix the inside later" vibes. But me being realistic (more than the reporters in this video), I know attempting scaling by shifting initial prio to securing future funding first, is the way with the highest probability to succeed according to all silicon valley / tech industry playbooks and Eric does a really good job executing it. That's why I think we will see high valuation growth in this company in step 1 and in step 2 we will have to see if they will actually be able to grow into that by releasing actual cutting edge solutions, which are more than shallow wrappers around other AI offerings. Otherwise customers have no need for Tempus in the middle. Fingers crossed and good luck, Eric. The cause is a very good one that deserves (financial) support.
We're happy to issue insights on demand for paying subscribers. Please raise such questions on our Discord server. That said, speculating about buyouts rarely goes well. Hasn't this company been spinning wheels for like three decades now? They surface when we cover gene editing stocks as a class, like here: www.nanalyze.com/2022/06/complete-list-gene-editing-stocks/
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Love that the latest happenings are always available on nana 🎉
Got to stay in front of the "news" before it becomes the "olds."
We monitor coming IPOs and cover ones of interest. Usually we like them to be more of a sure thing, but in some cases you can still learn a lot from a company's S-1 even if they don't end up going through with the IPO. Joe P.
Pelosi told me to buy this today
On an unrelated topic we plan to revisit this company soon, probably an article
Hey nanalyze, can we have this revisited now that we've had 2 earnings + Ambry genetics acquistion? They're now on track to be FCF positive + $1B rev for 2025
We check in with firms once a year. If you're a Premium subscriber and you raise this in our Discord that often makes things happen ;)
@@Nanalyze Hi nanalyze, I just got a monthly membership but can't seem to join the discord server. I attach my account in account settings but nothing seems to happen. Would appreciate the help, thanks in advance!
Edit: nevermind I've figured it out by clicking the link in my email!
@@josefbands Hey, glad you got that sorted. You can talk to myself and the team anytime by responding to any email we send. We use a Helpdesk platform that triages incoming queries so we can quickly assist the people who make this all possible - our Premium subscribers. Thank you for your financial support! Joe P.
I have mixed feelings about Tempus - The strategy outlined on the (beautiful) investors website makes a 100% sense and is in the right market at the absolute right time. However most of the content gives me this "fake it till you make it" and "impress on the outside first, fix the inside later" vibes.
But me being realistic (more than the reporters in this video), I know attempting scaling by shifting initial prio to securing future funding first, is the way with the highest probability to succeed according to all silicon valley / tech industry playbooks and Eric does a really good job executing it.
That's why I think we will see high valuation growth in this company in step 1 and in step 2 we will have to see if they will actually be able to grow into that by releasing actual cutting edge solutions, which are more than shallow wrappers around other AI offerings. Otherwise customers have no need for Tempus in the middle.
Fingers crossed and good luck, Eric. The cause is a very good one that deserves (financial) support.
Thank you very much for the insightful comment
Can you review Wisdomtree's etf QGRW? Whats the best growth etf for a core holding?
We may cover growth ETFs in the future - like this Sunday when we look at SPY vs QQQ. ;)
BLUE ? Your thoughts ? B/O possibly?
We're happy to issue insights on demand for paying subscribers. Please raise such questions on our Discord server. That said, speculating about buyouts rarely goes well. Hasn't this company been spinning wheels for like three decades now? They surface when we cover gene editing stocks as a class, like here: www.nanalyze.com/2022/06/complete-list-gene-editing-stocks/