Letters by company

GRAIL, Inc.

1 letter discussing GRAL. Everything written about it on this site is on its ticker page.

Patient Capital Management 2Q24 Portfolio Activity and Attribution Patient Opportunity Equity increased exposure to underfollowed health-care and smaller-company opportunities while finding several Magnificent 7 holdings closer to fair value. It entered Everi Holdings and exited Capital One and Uber. The portfolio argues that Illumina, Biogen and Royalty Pharma offer mispriced health-care upside, while Everi’s IGT transaction should create a stronger casino-technology platform. 2Q24 AMZN $2.8TBIIB $33BCOIN $46B