Posts by Simon Erickson
Podcast
ShockWave Medical Receives a Buyout Offer
Apr 8, 2024
Shockwave Medical (Nasdaq: SWAV), the innovative leader in intravascular lithotripsy, has received a $335 per share all-cash acquisition offer from Johnson & Johnson (NYSE: JNJ).
By Luke Hallard
Article
Contest Matchup #6: CRISPR Therapeutics vs Seres Therapeutics
Apr 2, 2024
Two biotech companies go head-to-head in our sixth Stockpicking matchup.
Biotechnology
Article
Contest Matchup #5: Intel vs Super Micro Computer
Mar 28, 2024
Two semiconductor companies go head-to-head in the fifth of our Stockpicking matchups.
Semiconductors
Article
Rocket Lab’s Stock is Worth $22 and has 453% Upside.…
Mar 21, 2024
My Discounted Cash Flow analysis calculates that Rocket Lab's stock is worth $22.35 per share. That represents 453% upside from today's current price, making it one of the stock market's most...
Space Economy
Article
Contest Matchup #3: The Trade Desk vs Palantir
Mar 12, 2024
Two smart companies who are embracing AI to become even smarter. Which will be the wiser investment for 2024?
Enterprise Software
Article
Contest Matchup #2: Uber vs Rocket Lab
Mar 6, 2024
In our second of seven Stockpicking Challenge matchups, the mover of people squares up against the mover of satellites.
Transportation
Article
Contest Matchup #1: Celsius Holdings vs Novo Nordisk
Mar 4, 2024
In our first of seven Stockpicking Challenge matchups, the energy drink maker squares up against the weight-loss drug manufacturer.
Health Care Technology
Article
3 Takeaways from the 2024 WSJ Health Forum
Feb 27, 2024
The WSJ Health Forum showcased several new technologies and industry-wide discussions. Here were three of its biggest highlights.
Biotechnology
Article
Krystal Biotech is Soaring. But the Good Times Are Just…
Feb 26, 2024
The small-cap biotech company just reported excellent 4Q results. But there might be even more gains on the horizon.
Biotechnology
Article
AI is Bringing Synthetic Biology Back to Life
Feb 6, 2024
New AI tools could supercharge the emerging field of generative biology. The therapeutics segment might be a natural fit.
Biotechnology
Podcast
How to Invest in Enterprise Software in 2024
Feb 6, 2024
In episode #2 of their new podcast series, Anirban and Simon dig deeper into the enterprise software industry.
Enterprise Software
Article
The Winners and Losers of Chipmaking Innovation
Feb 5, 2024
Intel is going all-in on introducing its newest chipmaking architecture. Who wins and who loses when it comes to this high-speed innovation race?
Semiconductors
Article
Wolfspeed’s Stock is Worth $68 and Has 160% Upside. Here’s…
Feb 2, 2024
Our Discounted Cash Flow analysis calculates that Wolfspeed's stock is worth $67.95 per share. That represents 160% upside from today's current price.
Semiconductors
Podcast
Why Falling Interest Rates are Great News for Investors in…
Jan 22, 2024
7investing advisors Anirban Mahanti and Simon Erickson discuss what the Fed cutting rates in 2024 would mean for stock market investors.
Financial Services
Article
Why Seres Therapeutics is My Best Buy in January
Jan 17, 2024
The market's first microbiome company is getting a good reception to its first commercially-approved drug.
Biotechnology 
Article
ZoomInfo: Time for a Turnaround?
Jan 11, 2024
The sales platform looks primed for a turnaround.
Enterprise Software
