G O’Fiachra

About G O’Fiachra

Posts by G O’Fiachra:

February 4 2025

1 Under-the-Radar Pharma Stock with 90% Upside?

Billionaire Stanley Druckenmiller has been making large changes to his portfolio recently, leaving retail investors struggling to keep up with what the famous stock picker is thinking.

One of the smaller holdings in Druckenmiller’s portfolio that makes for interesting examination is ARS Pharmaceuticals (NASDAQ:SPRY).

Druckenmiller’s 536,900 shares of SPRY are currently valued at around $7 million.

February 3 2025

1 Cash Cow with Massive Upside

G O’Fiachra The Ivy

CVS Health (NYSE:CVS) share price declined by over 23% over the past twelve months. Hurting shareholders was the recent leadership transition from CEO Karen Lynch to David Joyner, a shift that brought uncertainty to the company’s direction as investors questioned the company’s stability while facing ongoing challenges.

January 31 2025

Trade Like a Billionaire

G O’Fiachra The Spotlight

Few traders in history have the capacity to seamlessly transition across asset classes, zooming out to see the big macro picture and in to see the minutia of a company’s 10Q but Stan Druckenmiller ranks as one of the few who have succeeded in so doing.

Stan’s thesis has been that the Fed is really in a bind,

January 31 2025

Is Tesla Breaking Out?

G O’Fiachra The Ivy

When CEO Elon Musk reported Tesla’s latest earnings results this week, few were excited by the numbers.

In fact, the share price immediately fell off a cliff in after-hours trading to $356 per share but within minutes a sharp bounce back occurred and, in the virtual blink of an eye, the share price was back over $400 per share.

January 30 2025

Nearly 200% Higher, Will This Space Stock Keep Soaring?

G O’Fiachra The Burst

Planet Labs combines satellite imaging and data analytics technologies to provide a service valuable to government agencies, corporations, and non-governmental organizations. The company has been developing its unique technology for 14 years, but it didn’t become a publicly traded company until 2021.

January 29 2025

The Formula Behind Billionaire’s 30-Year Win Streak

G O’Fiachra The Ivy

Stanley Druckenmiller may be best known for his role with George Soros in shorting the British pound in 1992, which famously became known as breaking the Bank of England. That position resulted in a cumulative profit of over a billion dollars, and all while Druckenmiller was only in his late 30s.

At a time when many professional investors consider themselves in their early innings of their careers,

January 28 2025

Stanley’s Latest Bold Bet, Should You Follow?

G O’Fiachra The Burst

Billionaire Stanley Druckenmiller has been shaking up his portfolio lately, selling his entire stake in NVIDIA and most of his Palantir shares in order to diversify into more value-oriented stocks.

One of the most interesting buys Druckenmiller has made has been a 1.43 million share stake in Teva Pharmaceutical Industries (NYSE:TEVA).

January 27 2025

Billionaire Bets on Fast Growth Unit In Boring Stock

G O’Fiachra The Ivy

If you only look at consumer trends within the United States, it might seem odd that Philip Morris’s stock has done so well. Aren’t people giving up cigarettes?

For the most part, they are, but the company has planned for the effects of smoking cessation programs. The share price speaks to Philip Morris’s success.

January 24 2025

Is This Quantum Stock Set To Keep Soaring?

G O’Fiachra The Spotlight

Following comments by NVIDIA CEO Jensen Huang about the probable timeline for practical quantum computing, quantum startups have had a rocky start to 2025.

Huang, himself an expert in cutting-edge computing technologies, said he believed that it could take about 20 years for quantum computers to become a useful technology.

While the comment attracted criticism from some technologists and quantum bulls,

January 24 2025

Will New Buffett Buy 10x?

G O’Fiachra The Ivy

Last year, Warren Buffett surprised practically everyone when he acquired more than 30% of embattled internet radio giant Sirius XM (NASDAQ:SIRI).

At first, Buffett appeared to be taking advantage of an arbitrage opportunity, but subsequent purchases have suggested that the Oracle of Omaha is more interested in building a long-term position in Sirius XM.

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