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@peter_mantas
"Timestamped bios from the blog: May XX - $QURE May XX - $CYTK May XX - $CMPS June X - $ARWR June XX - $IONS June XX - $CRBU June XX - $RARE June XX - $RGNX"
@peter_mantas on X 2025-07-01 16:39:45 UTC 4437 followers, 10.7K engagements
"@ValueStockGeek Probably best to think in terms of what Lindy sectors will likely never change. Something like: $WST $BF.B $WCN.TO (pick a hauler) $CNR.TO $ATD.TO $APD/$LIN (pick one) $ICE $AJG (pick fave broker) $IDXX $TXN (pick fave analog)" @peter_mantas on X 2024-03-30 11:57:08 UTC 4439 followers, 3682 engagements
"Life science compounders now showing recovery. Not many places in the market today where you have trough multiples on trough earnings all giving you beats and raises with really long secular tailwinds. Not to mention coiled charts. $DHR $TMO $WST $MEDP $ICLR $IQV etc. Were back" @peter_mantas on X 2025-07-24 12:36:14 UTC 4438 followers, 10.4K engagements
"$CRBU now +37% from the timestamp. Breaking well above the 200-day not yet over stretched but keeping an eye" @peter_mantas on X 2025-07-09 17:48:49 UTC 4439 followers, 3557 engagements
"$CYTK +17% since the post but think the $MRK and $VRNA deal could wake up the space. +4% today" @peter_mantas on X 2025-07-09 14:07:13 UTC 4437 followers, 1780 engagements
"$DHR with a beat and raise $MEDP with a big beat and raise" @peter_mantas on X 2025-07-22 13:06:46 UTC 4439 followers, 5590 engagements
"Glad to be leaving the company in a better place than when started. Its now up to the team to continue executing. Positive for $CLPT overall" @peter_mantas on X 2025-07-23 13:15:59 UTC 4438 followers, 8504 engagements
"RBC on $DSG.TO "The opportunity for acquisitions appears large and untapped given that Descartes accounts for less than X% of the $13B logistics and supply chain management software market."" @peter_mantas on X 2025-04-17 17:14:27 UTC 4438 followers, 1287 engagements