Mordechaison’s Substack

My personal Substack

By Aron Markovics

· Launched 7 months ago

Market commentary and performance

Spring Term Investment Letter by Big Green Capital

Jun 14•Aron Markovics

2

LatestTopDiscussions

Corbus Pharmaceuticals

The most asymmetric ASCO play

May 19•Aron Markovics

8

2

MannKind Corporation ($MNKD)

Trade ideas

Apr 30•Aron Markovics

7

$AGM Farmer Mac - A gem hidden in plain sight

The map does not always match the territory

Apr 9•Aron Markovics

3

Further thoughts and corrections for $TBPH

What if we had an NRI working in nOH

Feb 22•Aron Markovics

1

1

$TBPH Long

Theravance Biopharma ($TBPH) presents a distinct asymmetric opportunity, underpinned by $300 million in cash, ~$250 million in royalty value, and $250…

Feb 2•Aron Markovics

7

$SLNO- Fear, not fluid

The Scorpion effect

Jan 26•Aron Markovics

6

$SLS REGAL's flawed assumptions

SELL

Jan 18•Aron Markovics

4

12

1