We thought it timely to provide an update on our coverage universe. Many of our names have imminent catalysts that warrant investors’ attention. We also have two names that we are going to retire from active coverage, one was a big win, the other…….. wasn’t. Read More.
IMPORTANT - ASSUME BIAS
Treat what you read here as biased. Encode Ideas, LP and its principals may hold positions in any company covered, may have current or past compensated relationships with covered companies, and may be pursuing such relationships. Our analysis is influenced by all of the above - actual positions, current relationships, past relationships, and prospective relationships. Assume errors. Nothing herein is investment advice. See encodelp.com/disclosure for current and past sponsor relationships.