Growth markets

Search documents
Cassava Sciences: Fundamentals Update After Big Move On Insider Purchases (NASDAQ:SAVA)
Seeking Alpha· 2025-09-25 14:26
Group 1 - The article discusses the recent failure of Cassava Sciences' drug program for Alzheimer's disease and the company's decision to move away from this area of research [1] - The author emphasizes a focus on growth markets, particularly in AI and biotech, while also exploring undervalued stocks with significant potential [1] - The investment strategy is influenced by Warren Buffett's principles but applied to riskier investments, with a portfolio that spans from megacap to microcap stocks [1] Group 2 - The author has been investing since 2021 and has a vast network for sharing insights, focusing primarily on the U.S. market but occasionally considering European or Canadian stocks [1] - The investment portfolio includes sectors such as semiconductor, mining, and biotech, with a particular interest in companies that are under-the-radar [1] - The author holds a Master's Degree in Law and serves as the deputy director general in a leading European sector organization [1]
TMC the metals company: A De-Risked Project Entering Its Next Phase (NASDAQ:TMC)
Seeking Alpha· 2025-09-22 19:23
Company Overview - TMC the metals company is a Canada-based pre-revenue mining company focused on deep-sea collection of polymetallic nodules containing high levels of nickel, manganese, copper, and cobalt [1] Investment Focus - The company aims to capitalize on the growing demand for metals used in technology and renewable energy sectors, positioning itself as a key player in the mining industry [1] Market Position - TMC operates through its subsidiary, The Metals Company USA LLC, indicating a strategic presence in the U.S. market [1] Investor Profile - The company attracts long-term investors focused on growth markets, particularly in sectors like AI, biotech, and mining, suggesting a diverse investment strategy [1] Growth Potential - TMC is identified as an undervalued stock with significant growth potential, particularly in the semiconductor and mining spaces, appealing to aggressive investors [1]