InvestorsHub Logo
Followers 115
Posts 2977
Boards Moderated 0
Alias Born 06/28/2014

Re: 791branko post# 68459

Thursday, 08/04/2016 1:42:18 AM

Thursday, August 04, 2016 1:42:18 AM

Post# of 698375
Thank You Branko for taking the time from your busy schedule to share your views as the first portfolio manager to discover and unveil, misunderstood Northwest Biotherapeutics, being in the forefront of the immuno-oncology space to the investment world via mainstream Forbes:
Including to reference:
http://www.forbes.com/sites/kenkam/2015/03/06/northwest-biotherapeutics-is-a-best-idea/#229010157b3e.
http://www.forbes.com/sites/kenkam/2016/03/23/northwest-bio-is-down-but-not-out/#73e167ce596e

Those views of mine were honed thru two intense decades of professional stock analysis and portfolio manager experience being on the front lines of the investment process beginning with institutional presentations on investing in Japan in the early 1970's to dealing with uncovering hidden value in misunderstood $multi bln multi national industrials to uncovering emerging technology growth co's in the 80's; as well as memorable experiences dealing with successful hedge fund managers on both the long and short side, to even being responsible for a successful proxy contest in unseating a CEO founder of a technology co.

I continue my dedication as a private investor due to being a creature of the markets.I know of no other business that is so challenging and keep one enraptured... if one can keep pace with dynamic change.

Clearly we are dealing with a highly unusual investment vehicle from many perspectives. I was fortunate in exiting NWBO shares the Summer of 2015 due to a strict investment discipline in dramatically reducing equity exposure from a portfolio manager's perspective overruling my love of a stock analyst's perspective due to the confluence of these factors: the longest and most profitable biotech run; the dramatically slowing of the world's most important consumer, the Chinese consumer, in a world of anemic to non existent growth courtesy of the draconian dislocations still plaguing the world caused by the US subprime mortgage exported financial crisis. And I was fortunate in the opportunity to accumulate a large NWBO position below 70 cents. No one can time stock market bottoms consistently. I've only done that a few times.

I, like most, are hopeful NWBO has made lots of progress during this period to share and update it's shareholders soon. With a clearly fortified team found by this Sherlock along with some of these key issues, a lot has happened behind the scenes which one might find interesting: (Tried to be selective here:)
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=124101297
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=123741359
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=124099318
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=123699010
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=123691917
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=123564913
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=123747658

Branko, we welcome your participation and feedback.
Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent NWBO News