On Tuesday we sold a portion of our position in Disney. We still have a high conviction for Disney as it integrates the recently acquired Fox assets, builds out its streaming service, and implements the Disney as a Service business… Read More
We started buying Gilead Sciences over 1 year ago. Over a week ago we sold it. Our original thesis on Gilead was 5-fold: 1) a stabilization of its HCV business (which had been declining), 2) its leading HIV treatments, 3)… Read More
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