Exagen — autoimmune diagnostics
| Report | Date | Stance |
|---|---|---|
| #110 — I Can See Clearly Now... The Rain Is Gone? | 2025-11-03 | LONG |
| #104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality | 2025-08-18 | LONG |
| #97 — Rough Seas Make Strong Sailors: Navigating the Healthcare Policy Tsunami | 2025-05-28 | LONG |
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | LONG |
from2028 — cross-site stock view. Rebuilt at publish time.