1 hr 24 min

Peter Mantas: Crash Course on Life Sciences & Biotech Investing Value Hive Podcast

    • Investing

Hi guys! This week we have a returning guest! Peter Mantas of Logos LP. This episode is solely focused on life sciences and the Biotech space. He explains how strange of an environment the Biotech industry is experiencing at the moment, he shares the different business models that exist in Biotech, we dive a little bit into the pick and shovels of the Biotech industry such as West Pharmaceutical and Charles River Laboratories, how he researches Biotech and the bull case for ClearPoint Neuro Inc ($CLPT). 

Check out the time-stamp below:


[2:00] What is happening to Biotech? 
[15:00] Charles River Laboratories International ($CRL)
[20:00] West Pharmaceutical Services ($WST) 
[25:00] ClearPoint Neuro Inc ($CLPT) 
[28:00] Where to find Biotech Opportunities?
[31:00] What is Neuralink? 
[35:00] Which Business Model is the Most Profitable? 
[42:00] How to Research Biotech?
[1:03:00] How to build a Biotech Portfolio?
[1:14:40] Most Common Questions in Biotech
[1:19:00] More from Peter Mantas and Closing Questions

If you like what you heard, follow Peter on Twitter @Logos_LP. 

Also, a big thanks to the following sponsors for making the podcast a reality!

Quartr

Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

Tegus

Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead.

Try them out today at TIKR.com/hive.

MasterWorks

MasterWorks is the new tech platform valued at over one billion dollars that lets you invest in paintings by Warhol, Picasso and Banksy like stocks. You don’t need hundreds of millions to add art to your portfolio anymore. You just need a solid internet connection to get started.

Try them out today at Masterworks.art/value


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Support this podcast: https://anchor.fm/valuehive/support

Hi guys! This week we have a returning guest! Peter Mantas of Logos LP. This episode is solely focused on life sciences and the Biotech space. He explains how strange of an environment the Biotech industry is experiencing at the moment, he shares the different business models that exist in Biotech, we dive a little bit into the pick and shovels of the Biotech industry such as West Pharmaceutical and Charles River Laboratories, how he researches Biotech and the bull case for ClearPoint Neuro Inc ($CLPT). 

Check out the time-stamp below:


[2:00] What is happening to Biotech? 
[15:00] Charles River Laboratories International ($CRL)
[20:00] West Pharmaceutical Services ($WST) 
[25:00] ClearPoint Neuro Inc ($CLPT) 
[28:00] Where to find Biotech Opportunities?
[31:00] What is Neuralink? 
[35:00] Which Business Model is the Most Profitable? 
[42:00] How to Research Biotech?
[1:03:00] How to build a Biotech Portfolio?
[1:14:40] Most Common Questions in Biotech
[1:19:00] More from Peter Mantas and Closing Questions

If you like what you heard, follow Peter on Twitter @Logos_LP. 

Also, a big thanks to the following sponsors for making the podcast a reality!

Quartr

Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

Tegus

Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead.

Try them out today at TIKR.com/hive.

MasterWorks

MasterWorks is the new tech platform valued at over one billion dollars that lets you invest in paintings by Warhol, Picasso and Banksy like stocks. You don’t need hundreds of millions to add art to your portfolio anymore. You just need a solid internet connection to get started.

Try them out today at Masterworks.art/value


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Support this podcast: https://anchor.fm/valuehive/support

1 hr 24 min