Label
Long
Ticker
GOOGL
Weight
26.30%
- Shares
- 1,210
- Average Cost
- 164.53
- Gain
- 221,861
- Exposure
- 420,947
- Price
- 347.89
- Return
- 111.44%
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Letmo Research
We provide due diligence and in-depth technical research in biotechnology, biomedicine, biotherapeutics and genomics. Our strength is judging whether a technology or a business model can actually work, and finding the plans that cannot, including the ones built to mislead. We write research to order, and members can read every report we have published. When the opportunity is right, we also invest our own capital. We make as much of our work public as we can, so it can be reviewed, challenged and improved over time.
- Portfolio
- SPY
Drag across the chart to focus on a period; click to pin a month
- Cumulative Return
- 559.50%SPY: 257.93%
- Annualized Return
- 23.24%SPY: 15.17%
- Months Ahead of SPY
- 60.00%66 of 110 months
- Date
- 2017-09-25 to 2026-10-05
Largest Long and Short Positions
View all current holdingsLabel
Long
Ticker
TSM
Weight
16.63%
- Shares
- 547
- Average Cost
- 210.66
- Gain
- 150,928
- Exposure
- 266,159
- Price
- 486.58
- Return
- 130.98%
Label
Long
Ticker
KSPI
Weight
14.55%
- Shares
- 2,474
- Average Cost
- 91.15
- Gain
- 7,397
- Exposure
- 232,902
- Price
- 94.14
- Return
- 3.28%
Label
Long
Ticker
META
Weight
10.55%
- Shares
- 227
- Average Cost
- 603.54
- Gain
- 31,878
- Exposure
- 168,881
- Price
- 743.97
- Return
- 23.27%
- Shares
- -5,534
- Average Cost
- 23.88
- Gain
- 46,521
- Exposure
- -85,611
- Price
- 15.47
- Return
- 35.21%
- Shares
- -2,998
- Average Cost
- 29.11
- Gain
- -3,715
- Exposure
- -90,989
- Price
- 30.35
- Return
- -4.26%
- Shares
- -25,188
- Average Cost
- 5.18
- Gain
- 36,446
- Exposure
- -93,951
- Price
- 3.73
- Return
- 27.95%
- Shares
- -1,692
- Average Cost
- 178.21
- Gain
- 14,361
- Exposure
- -287,166
- Price
- 169.72
- Return
- 4.76%
Latest Free Core Research
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The Space Data Center Is a Story Told Without Sincerity
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The Core Problem with Deep-Sea Mining Is Not the Permit, but Technology and Commercial Cost
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Quantum Computing Will Not Replace Classical Computing
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The Leveraged Bitcoin Business Model Is Worth Nothing, The Premium Has To Compress
Core · Valuation Short
Last updated TSLA - Tesla
Revenue Growth Has Stalled, Earnings Keep Shrinking, and the PE Is Still Absurdly High
Latest Paid In-Depth Research
View all paid in-depth researchPaid In-Depth Research BiotechResearch
Last updated TXG - 10x Genomics
The Single-Cell Standard, Priced in Advance for Atera
Paid In-Depth Research BiotechResearch
Last updated PACB - Pacific Biosciences
Long Reads Won the Technology, Not Yet the Business
Paid In-Depth Research BiotechResearch
Last updated BNGO - Bionano Genomics