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Tag: healthcare investing
🏒 Glenview Capital & Larry Robbins: The $5.5B “Hockey Jersey” Hedge Fund Slashing Wall Street 🏥⚡
Larry Robbins has built Glenview Capital around fundamental research, concentrated conviction and an unusual willingness to act like an owner. We examine its ~$5.5B Q2 2026 portfolio, CVS activism, healthcare bets, extraordinary early track record—and why hockey may explain more about Robbins than you'd expect. 🏒
Hedge Funds Like Royalty Pharma: Should Retail Wear the Crown?
Royalty Pharma isn’t a biotech moonshot — it’s a cash-collecting royalty king. Hedge funds are buying, buybacks are flowing, and dividends keep compounding. 👑💊
Baker Bros Are Bullish — Can Kodiak Kill the Bears?
When the sharpest biotech investors on the planet deploy $60 million, it’s worth paying attention. Kodiak Sciences is a high-risk, high-reward retinal biotech with late-stage trials, real institutional backing, and binary outcomes ahead. Fun, factual, and unapologetically speculative.
Activist Hedge Fun: Engine Capital Takes 3% Stake in Acadia Healthcare (ACHC). Buy the Dip—or Value Trap?
Activist Engine Capital wants a board shake-up at Acadia Healthcare (ACHC). With shares down 71% but activist pressure building, is it a deep value play—or just a value trap?