Healthcare and the RFK Effect

Healthcare and the RFK Effect With the election in the rearview mirror and cabinet choices being made, we thought we’d check in with Marc Pentopouos, the stock picker for the healthcare/biotech portion of the Palumbo Emerging Growth Portfolio. Marc always has his ear to the ground and with RFK Jr. the controversial pick as Secretary […]
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Bio… The Other Technology

Bio… The Other Technology As a background, earlier this year, Palumbo Wealth Management (“Palumbo”) announced the formation of our Palumbo Emerging Growth Portfolio. We built a portfolio of public companies within the emerging technology and biomedical technology sectors. Our belief is that we are at the beginning of new wave of long-term technology megatrends that […]
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Emerging Technology

Emerging Technology On Wednesday, we had our Future of AI and Healthcare Innovation event, with Marc Weiss, CIO of Open Field Capital, covering AI and more general technology and Marc Pentopoulos, CIO of Vista Point Capital, covering focusing on biotechnology and healthcare technology. If you were able to join us, we hope you enjoyed it […]
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And the Winner Is…

And the Winner Is… I read an interesting article on Morningstar that compares Cisco and NVIDIA, asking if Cisco’s fall from grace will be repeated by NVIDIA. The simple answer is – Yes, of course it will. The difficult question is when that will happen. Back at the peak of the internet bubble, as we transitioned […]
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