Peter Mantas (Logos Capital): Portfolio Construction, Biotechs & Value Re-Booted

<p>This week we have Peter Mantas, GP at Logos LP.&nbsp;This podcast is all about idea generation, how modern data and technical analysis can be applied to value investing, how he manages his portfolio construction, how drawdowns can really jeopardize your mental capital, as well&nbsp;Peter Mantas shares with us some tips and tricks on how he analyzes biotechnology companies&nbsp;and the rise of intangible assets.</p> <p>If you like what you heard, please follow Peter on Twitter <a href="https://twitter.com/Logos_LP" target="_blank">@Logos_LP</a></p> <p>Check out the time-stamp below:&nbsp;</p> <ul> <li>[0:00] Who is Peter Mantas?</li> <li>[8:40] Why go into Law School?</li> <li>[14:30] Peter’s Investment Strategy: Cash Park, Peripherals, Core</li> <li>[20:00] Duration Curve and Duration Spectrum</li> <li>[30:00] Drawdowns are present in Great Business</li> <li>[39:00] Idea Generation: Biotechnology</li> <li>[50:00] Biotech’s Prism of Risk&nbsp;</li> <li>[1:02:00] Biotech 101: How to Start Investing.</li> <li>[1:09:00] Using Technical Analysis in Value Investing</li> <li>[1:20:00] The Rise of Intangible Assets</li> <li>[1:28:00] Areas to Improve as an Investor</li> <li>[1:37:00] More from Peter Mantas and Closing Questions</li> </ul> <p>This episode is brought to you by TIKR. Join the free beta today at <a href="https://tikr.com/hive" rel="ugc noopener noreferrer" target="_blank">TIKR.com/hive</a><a href="https://tikr.com/hive" rel="ugc noopener noreferrer" target="_blank">.</a> They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR</p> <p>This episode is also brought to you by Quartr. Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spot