How we’re positioning our portfolio heading into the worst month of the year

How we’re positioning our portfolio heading into the worst month of the year



We’ve been shaping our investments around companies that can historically hold up in tough environments, and using downturns to buy high-quality tech.



Source

Moderna’s flu vaccine shows positive late-stage trial results, paving way for combination Covid shot
Health

Moderna’s flu vaccine shows positive late-stage trial results, paving way for combination Covid shot

The Moderna Inc. headquarters in Cambridge, Massachusetts, on March 26, 2024. Adam Glanzman | Bloomberg | Getty Images Moderna on Monday said its experimental mRNA-based flu vaccine produced a stronger immune response than a currently available shot in a late-stage trial, clearing a path forward for the product and the company’s separate combination flu and […]

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Supreme Court endorses Obamacare panel that requires free preventive care
Health

Supreme Court endorses Obamacare panel that requires free preventive care

Demonstrators in support of U.S. President Barack Obama’s health-care law, the Affordable Care Act (ACA), hold up ‘ACA is Here to Stay’ signs after the U.S. Supreme Court ruled 6-3 to save Obamacare tax subsidies outside the Supreme Court in Washington, D.C. June 25, 2015. Andrew Harrer | Bloomberg | Getty Images WASHINGTON — The […]

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Supreme Court rules for South Carolina over bid to defund Planned Parenthood
Health

Supreme Court rules for South Carolina over bid to defund Planned Parenthood

Planned Parenthood signage is displayed outside of a health care clinic in Los Angeles, California on May 16, 2023.  Patrick T. Fallon | AFP | Getty Images WASHINGTON — The Supreme Court on Thursday ruled for South Carolina over its effort to defund Planned Parenthood, concluding that individual Medicaid patients cannot sue to enforce their […]

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