by Nicholas Mitsakos | Economy, Investment Principles, Investments, Writing and Podcasts
High growth companies competing for large total addressable markets may not be creating long-term value. Cheap capital has created a vicious circle of unproductive investment. Markets will correct this overvaluation and misappropriation with a rather unpleasant bang.
by Nicholas Mitsakos | Investments, Writing and Podcasts
Investments focus on technologies and life sciences. Our selections are focused, and information is gathered from multiple sources and perspectives, along with our industry experience and network of experts. This provides a better perspective and enables a truer...
by Nicholas Mitsakos | Biotechnology, Economy, Investments, Writing and Podcasts
Biotechnology has been beaten up a lot lately and has had a very volatile and unimpressive recent history. However, biotechnology is still one of the single greatest investment opportunities available, and new and exciting factors are developing and enhancing the attractiveness of the sector