Meet Contributor - Noah Kiedrowski

Founder of - a venue created to share investing ideas and strategies. I am a leading author and contributor on several crowd-sourced financial websites, namely Seeking Alpha and My area of emphasis is geared towards the overall healthcare industry (i.e. biotechnology, health insurers, large pharma, pharmacy benefit managers and pharmaceutical wholesalers) highlighting sector […]

Block and PayPal - Ostensibly Bottomed

Before the massive market rotation and tech-heavy selling, specifically in high beta and richly valued stocks, fintech had been in a multi-year secular growth trend. Recently, high-quality names in the space such as Block (SQ), formally Square, and PayPal (PYPL) have seen their stocks nearly cut in half. Block has come down from $298 to […]

2022 Financials Outlook

2021 Tailwinds The big banks have benefited from a confluence of a rising interest rate environment, post-pandemic economic rebound, financially strong balance sheets, a robust housing market, and the easy passage of annual stress tests. Earnings season kicks off in January for all the major financials. The most recent earnings reports from the core financials […]

Disney - Irrational 52-Week Low

Disney's market capitalization had been eviscerated by over 30%, and the stock price hit an irrational 52-week low in early December. Disney's valuation has been in a tug of war between its legacy business model and its streaming initiatives. Disney should be in the sweet spot of capitalizing on the pent-up post-pandemic consumer wave of […]

Moderating Valuations - Deploying Capital

Recent Turbulence Inflation, interest rate hikes, employment, Federal Reserve taper, new omicron pandemic backdrop, Washington wrangling, supply chain disruptions, and travel restrictions are culminating and resulting in the current market swoon. September saw a 4.8% market drawdown for the S&P 500, breaking a seven-month winning streak. November saw negative returns, and thus far, December is […]