- Thread Lilium $LILM -

Manhattan to JFK Airport in 5min? New York to Boston in 1h 15min? And all that with zero emissions and at an affordable price? Let me tell you how Lilium wants to transform transportation:

Read the full deep dive on my Substack: smallcaplab.substack.com 1) Vision
Lilium’s vision is to create a new way of affordable and regional transportation that is faster than traditional transportation and produces fewer emissions.

- Thread The Bio Revolution -

McKinsey published a 200-pages report on the impact of biotech in May earlier this year and I want to summarize the most important points for you today.
Feel free to reach out and I will send you the whole report. 1) Introduction

Lately, there has been a sharp drop in the cost of sequencing DNA and emerging technologies to edit genes and reprogram cells have helped to increase innovation. Scientists suggest that 60% of physical inputs in the global economy could be produced biologically.

Portfolio update june 21

YTD: +15.71%

Positions by size:
$SE (17.60%)
$CLNK.B (12.71%)
$NUMND (7.97%)
$CLPT (<7%)
$EVO
$DNA
$SDGR
$SGMO
$PSNL
$CDXS
$CGN
$EVGN
$MXCT
$ACOU
$HARVIA
$SNT
$PGNY
$LUXA
$PHGE

New positions: $PGNY
Added to: $CLNK.B, $EVO
Allocation & performance 🔽 Allocation:

- CELLINK THREAD -

I will start this thread by saying this is my first stock deep dive so any feedback and sharing is highly appreciated.

Let me introduce this company and tell you why it's a top 3 position for me.

CELLINK ($CLNK.B, @CELLINK3D) specialises in bioconvergence. 1) What is bioconvergence?

Bioconvergence combines the fields of software/engineering and biology. It isn't limited to specific combinations like bioinformatics or bioprinting but can be applied to an end-to-end approach and brings out the best of science and technology.