Unlocking Hidden Value In Schrodinger's Box

Schrodinger, Inc.'s ( SDGR ) stock has come under significant pressure in recent weeks, which seems to stem from weak fourth-quarter guidance. This situation is not necessarily surprising given that the demand environment remains challenging, and I do notRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identif ...