Just after I posted the link to a list of SI's most bookmarked people the other day, SI published the more recent quarterly list: Message 7578568
As before, Rick Harmon is the only biotech investor on the list, although with 300 bookmarks he has climbed to about 31st on the list. Amazing to me that biotech contributors of the quality and generosity (and profitability) of PeterSuzman, Vector1, Rocketman, Miljenko Zuanic, James Silverman (see, e.g., Message 5602511 and Message 4988589 ), John Metcalf, Larry Liebman, margie, etc. have gone largely unnoticed. Jim Silverman has gone a bit quiet, and margie has posted mostly on AGPH, so I guess their obscurity is understandable, but it's just bonkers as to the others.
Note also the 100 most bookmarked subjects: Message 7578738 --mostly computer/communications technology and trading/"momentum investing" threads; not a single biotech thread on the list (although a few biotech stocks get mentioned, briefly and transiently, on some of the traders' and overvalued stocks threads). Biotech remains a rarified taste, probably to our longer-term advantage as investors (some of these things are surely incredibly cheap as we wait for the science to mature and result in products - all very appealing to the value investor instincts that keep me away from anything but CSCO in the internet line) but to the appalling disadvantage of good companies with good science of tremendous use to the community at large. And today's disasters and CNBC's natterings about risky little biotech companies, as TD and DAK note, will hardly help.
--RCM |
