peterlavi - peterlavi

annual letter, cagr, 2024, peterlavi,

Lettera fine 2024 - Annual Letter

Pietro Lavisci, MD

2025-03-14 21:30

Don’t mistake possibilities for probabilities. Anything is possible. It’s the probabilities that matter. Everything must be weighed in terms of its likeliho

Valuation, VRTX, biotech, FDA approval, JOURNVAX, options strategy, options, long equity,

Vertex’s FDA Win: A Billion-Dollar Bet on Safer Pain Treatment

Pietro Lavisci, MD

2025-02-11 23:18

This biotech giant added to its solid drug portfolio the first major non-opioid drug approved in decades...

VRTX, biotechnology, momentum, FDA, biotech, pharma,

Biotech Brilliance: Vertex’s Quest to Redefine Non-Opioid Therapy

Pietro Lavisci, MD

2024-12-04 19:38

Let’s break down the buzz around Vertex, a company we valued earlier this year, and explore what’s driving its momentum...

GOOG, GOOGL, hedging, option, put,

Navigating GOOGL’s Legal Challenges: A Hedging Strategy for Alphabet Investors

Pietro Lavisci, MD

2024-12-01 22:19

This approach offers a defined risk profile and the potential for attractive returns or floor/protection against losses if the stock declines significantly...

Valuation, biotechnology, LLY,

From Sci-Fi Dream to Market Maze: Eli Lilly's Weight-Loss Medication Faces Hurdles - Jun 25, 2024

Pietro Lavisci, MD

2024-10-27 19:43

Assuming the rosier expectations will positively unfold, a reality check is done to compare the current valuation to informative financial ratios

Valuation, analysis, IBKR, broker-dealer, broker,

Meet Interactive Brokers, the Award-Winning Broker With Low Buzz - April 15, 2024

Pietro Lavisci, MD

2024-10-27 19:35

A tangled corporate structure should not scare investors out of this efficient multinational broker

Valuation, VRTX, biotechnology, analysis,

Vertex Is Worth Your Attention - April 03, 2024

Pietro Lavisci, MD

2024-10-27 19:30

The company's promising pipeline holds several catalysts in reserve outperformance in 2024

2023, Principles, Investing, annual letter, lettera fine, cagr, performance,

Lettera fine 2023 - Annual Letter

Pietro Lavisci, MD

2024-04-04 08:54

You don't have to be brilliant, only a little bit wiser than the other guys, on average, for a long, long, time. - Charles T. Munger

DCF, Valuation, Investing, AAPL, neutral,

AAPL Valuation

Pietro Lavisci, MD

2024-04-04 08:37

Apple Inc., strong cash cow performer, neutral valuation, hold your horses, for now..

META, DCF, Valuation, 2023,

META, Will the Rollercoaster Extend even Further?

Pietro Lavisci, MD

2023-09-06 06:14

DCF valuation on META based on most recent quarter numbers... will the ride extend further?

Long-Term Investments, Principles, Investing,

Long-Term Investing: Why Bother?

Pietro Lavisci, MD

2023-09-05 22:10

Don't know where to start investing? Let's read this quick text about the 5 essential investing principles...

Lettera fine 2022

Pietro Lavisci, MD

2023-04-04 21:37

2022 year-end letter to shareholders/investors/copiers

AMZN On Sale or In Trouble?

Pietro Lavisci, MD

2022-05-09 22:38

Considering five scenarios for AMZN valuation as FY 2021 financial results change the picture. In hindsight there were perhaps some evidence already..