Sep 12, 2018
We have two guests with a track record that’s, in Porter’s words, “ridiculous” this week – Venture Technology’s Dave Lashmet and Christian Olsen, whose research service has uncovered 14 doubles since its launch.
Dave and Christian both have deep backgrounds in biology and biotech – and they’re not just focused on promising small-caps with pipelines that position them for rocket returns. In fact, in this episode they crown some winners among the big pharma giants in immune oncology, cardiac disease, and neuro diseases.
In this recording taking place on the 17th anniversary of 9/11, Porter, Buck, and “Country Club Guy” Jamison Miller all reflect on where they were that morning, and how it’s affected where they are today. From Porter’s decision to get married on September 11, to Buck’s decision to join the intelligence agency, the quirks of fate are interesting to pick apart.
After interviewing Dave and Christian on the most exciting opportunities in tech today – including the field that they both say is about to be as transformative as the Internet, but still in its infancy – it’s mail bag time.
Dan W. writes about his home state of Texas “protecting him from himself” by barring him from investing in assets considered too risky – high yield bonds in this case. Porter explains a possible workaround, and then takes a question from an anonymous reader who says Porter’s done everything he said he would, but is still unhappy, calling Porter “like a senior in a fraternity” vs. him being “a pledge.” Porter explains why he can’t apologize for what he’s done.