Interview With Jacob Ma-Weaver Of Cable Car Capital On Healthcare Stocks by Fred Rockwell, The Bulldog Investor
[klarman]
Check out our latest interview with Jacob Ma-Weaver portfolio manager at Cable Car Capital. Ma-Weaver gives us an update on Retrophin, a company started by the infamous Martin Shkreli. Later Ma-Weaver, who is knowledgeable on all things healthcare, gives us his stance on drug pricing and a couple other names he likes.
Links:
http://www.cablecarcapital.com/blog/
We discuss:
- Drug pricing
- Hedging a portfolio Long/Short
- Death panels
- Retrophin Inc. (RTRX)
- Exact Sciences (EXAS)
- Pangea Logistics (PANL)
