MicroCap Investing

MicroCap Investing


MI 30: Interview With Jacob Ma-Weaver of Cable Car Capital on Healthcare Stocks

January 19, 2016

Check out our latest interview with Jacob Ma-Weaver portfolio manager at Cable Car Capital.  Ma-Weaver gives us an update on Retrophin, a company started by the infamous Martin Shkreli. Later Ma-Weaver, who is knowledgeable on all things healthcare, gives us his stance on drug pricing and a couple other names he likes.Links:http://www.cablecarcapital.com/blog/ (http://www.cablecarcapital.com/blog/)We discuss:* Drug pricing * Hedging a portfolio Long/Short * Death panels * Retrophin Inc. (RTRX) * Exact Sciences (EXAS) * Pangea Logistics (PANL)Announcements:Tim Stabosz, activist investor, returns next week to talk about major changes in his portfolio.Tarsier Capital Management, LLC may buy or sell securities mentioned on this blog for client accounts or for the accounts of principals. For a full accounting of Tarsier’s holdings please email, info@tarsiercm.com.