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Margin of Safety Dashboard
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Member Digest Q3 2025: Earnings Preview
October 30, 2025
A look at what to expect when companies report third-quarter 2025 operating results beginning in late October and extending through November.
By
Maxx Chatsko (Invest)
Member Digest October 2025: Position Management During a Melt Up
October 19, 2025
This month I share insights into how I might temporarily downsize or exit Finch Trades positions if the market keeps melting up.
By
Maxx Chatsko (Invest)
Member Digest Q2 2025: Earnings Preview
July 29, 2025
A look at what to expect when companies report second-quarter 2025 operating results beginning in late July and extending through August.
By
Maxx Chatsko (Invest)
Member Digest Q1 2025: Earnings Preview
April 28, 2025
A look at what to expect when companies report first-quarter 2025 operating results beginning in late April and extending through May.
By
Maxx Chatsko (Invest)
Member Digest April 2025: Tariffs, Catching the Bus, and 20,000 Shares
April 7, 2025
This month I explain why tariffs have minimal impact on drug developers, revisit timely advice from legendary investor Joel Greenblatt, and share an updated goal for my position in Relay Therapeutics.
By
Maxx Chatsko (Invest)
Member Digest December 2024: The Case for a Strategic Cash Position
December 1, 2024
This month I reveal my lessons from the last market bubble and correction, which influences my current strategy. I also beat you over the head as a reminder to avoid FOMO, remain disciplined, and keep your emotions separated from your money.
By
Maxx Chatsko (Invest)
Member Digest September 2024: Art of the Biotech Raise
September 7, 2024
This month we dive into the topic of leveraging data readouts to raise money while limiting dilution. Investors may get a real-world demonstration this week following a data readout for RLY-2608.
By
Maxx Chatsko (Invest)
Member Digest June 2024: Stock-Based Compensation
June 4, 2024
This month's summary of recent events, upcoming events, and exploring a biotech investing topic. This month we discuss the good, the bad, and the ugly of stock-based compensation.
By
Maxx Chatsko (Invest)
$RLAY , $RXRX , $ARWR , $ARVN , $DNA , Ginkgo, gingko, $PACB , $TXG , $TWST , $CERT
Member Digest May 2024: Ranking Acquisition Potential
May 2, 2024
This month introduces the Member Digest, our new summary of recent events, upcoming events, and exploring a biotech investing topic. This month we rank the acquisition potential of each company in the coverage ecosystem.
By
Maxx Chatsko (Invest)
$ARVN , $DAWN , $MLTX
2 Changes for Solt DB Invest in 2024
January 1, 2024
The finch is getting rid of the Flyers category and replacing two companies in the biotech stocks we cover.
By
Maxx Chatsko (Invest)
J.P. Morgan Healthcare Conference Day 1 Quickie
January 8, 2023
Quick updates for Coherus BioSciences, Exact Sciences, Krystal Biotech, and Selecta Biosciences.
By
Maxx Chatsko (Invest)
Eylea, biosimilar, Cologuard, Vyjuvek, delay, Xork, Astellas, Klinge Biopharma,
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