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Q4 2025 Portfolio Update
How I’ve managed to outperform the S&P 500 by 30% in 2025
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Natan's Notes
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Natan's Notes #12: I bought more TMDX
Welcome to Natan's Notes!
Sep 12, 2025
34
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Natan's Notes #11: PDD, terrible management?
Welcome to Natan's Notes!
Sep 5, 2025
23
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Natan's Notes #10: Edwards' Q2 comeback
Welcome to Natan's Notes!
Aug 15, 2025
24
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Natan's Notes #9: Q2 Updates on REGN & MRNA
Welcome to Natan's Notes!
Aug 8, 2025
27
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Investment Thesis
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✈️ Wizz Air is Cleared for Takeoff
I'm back with a new investment idea.
Jul 29, 2025
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Natan
38
7
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🫀Edwards Lifesciences: the Beating Heart of Innovation
The valve of returns is starting to flow
Jan 28, 2025
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Natan
46
12
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🧬 Moderna: the most Overlooked Biotech Gem
In this article, I aim to share key insights about Moderna, the biotech company best known for its COVID-19 vaccine. Despite a 92% decline in stock…
Nov 21, 2024
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Natan
50
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Portfolio Updates
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Q4 2025 Portfolio Update
How I’ve managed to outperform the S&P 500 by 30% YTD
Jan 6
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Natan
31
8
2
Q3 2025 Portfolio Update
How I’ve managed to outperform the S&P 500 by 40% YTD
Oct 2, 2025
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Natan
51
16
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Q2 2025 Portfolio Update
How I’ve managed to outperform the S&P 500 by more than 25% YTD
Jul 2, 2025
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Natan
42
3
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