This week’s Outside the Box is again a little unusual. Some of you will think, “There goes Mauldin again, dreaming of a brave new world of biotech.” Except this time the brave new world is here. My friend Pat Cox of Breakthrough Technology Alert has written a piece for me on what he and I think is potentially one of the most important scientific breakthroughs of the last few decades. Normally I don’t mention specific companies, but in this case we can’t talk about the breakthrough without mentioning the company. Disclosure: I own a small number of shares I bought over a year ago. This is one of a number of companies I am buying as part of my biotech holdings for the very long term. This is not investment advice and you should not replicate my holdings as each individual situation is very different. Always consult your investment professional and read all disclosures below.
Second, Pat gave what I thought was one of the better speeches I have heard in years last summer in Vancouver, and it is still relevant today. It is also one of the best and funniest PowerPoint presentations I have even seen. I was in awe with the creativity. It is about Schumpeter, creative destruction, and why the future is going to be full of dramatic changes. I really urge you to take the 35 minutes or so and listen to the speech and watch the PowerPoint. This is something that will really give you an education. Here's the link. It is on my website. If you are not a member, you will have to enter your email address.
Now, I know the sales promotion is over the top, typical of investment letters, and not my style at all; it is just what investment newsletter publishers do. But that does not take away from my respect for Pat and the quality of his work. He is one of my real “go to” guys for biotech and all new technology.
As part of the agreement with Pat’s publisher to allow me to use this piece, I offer this link to a way to subscribe to his letter. If you want to subscribe to Pat’s newsletter you can click on this link and get a significant discount (over 50%), for my readers only, available through March 15. I consider Pat one of the really must-read writers on new technology. His record speaks for itself. And the promo has an old date in it they couldn’t change – the real date is March 15.
Your hoping to live a lot longer analyst,