From last Friday: New buy, old friend - Viking Therapeutics (VKTX- $31.11) More on Monday. By Doug Kass Mar 6, 2026 9:45 AM EST --- The quick case for Viking Therapeutics VKTX: * Top-tier efficacy and safety into Phase 3 trials * The company has the same type of molecule as the superior ...
Read in context ›Eli Lilly & Co Stock (LLY)
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20 mentionsThe Case for Viking Therapeutics Berkshire Buys a Stake in United Health * I am making some sales in the premarket at $307 After the market closed on Thursday, Berkshire Hathaway BRK.A BRK.B revealed that it had purchased five million shares of United Healthcare UNH last quarter. (See: Warren…
Read in context ›Riddle Me This, Indices! Remember the days that I showed the underperformance/divergence of RSP (equal-weighted S&P index) and IWM vis-à-vis the S&P and Nasdaq indices? I thought that was a troublesome signpost, but I was wrong. Well, wha…
Read in context ›Remember Two Days Ago? Nasdaq is now lower on the day and value is in its second or third of a strong rally. Two days ago, I wrote this: Buying Value, Shorting Momentum I initiated three new investment longs (deep value) late last week — UNH ,…
Read in context ›No More LLY Out of LLY at $651.
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