Best Idea Show – Doron Junger, Sanvia Capital – US Biotech | #422

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 13 June 2022

⏱️ 105 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Doron Junger, founder and Portfolio Manager for Sanvia Capital, a biotech investment firm, which originally started as a Millennium Partners platform company. In today’s episode, we’re talking about US biotech! Doron’s extensive background as a doctor and PM with the likes of Citadel, SAC, Millennium and JP Morgan makes him the perfect guest to discuss why this space is so beaten down and what opportunity lies ahead. After giving us a high level overview of where the sector sits today, Doron shares some areas he’s excited about, including gene-therapy and psychedelics, and companies in each space that he likes going forward. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, top podcasts and the entire research library. Subscribe for free here. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Faver Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser. Better
0:17.4	investing starts here.
0:19.4	The Met Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Didn't industry regulations, he will now discuss any of Cambra's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:36.4	What's up everybody?
0:40.4	We're back with an episode in our best idea series. Our guest is
0:44.1	Doron Younga founder and portfolio manager at San via Capital a biotech investment firm.
0:49.1	In today's episode we're talking about US biotech stocks. Doron's extensive background is a
0:54.4	doctor and PM with the likes of Citadel, SAC, Millennium, and J.P. Morgan makes him the
0:59.8	perfect guest to discuss why this space is so beaten down and yet what opportunity lies ahead.
1:05.2	After giving us a high-level overview of where the sector sits today, Doron shares some areas he's excited
1:10.5	about, including gene therapy and psychedelics, and companies in each space
1:14.8	he likes going forward.
1:17.4	American Farmland is disappearing at an alarming rate.
1:20.8	According to the USDA, the U.S. has lost four acres of farmland per minute since 2000.
1:25.8	That's a landmass larger than the state of Florida, lost a real estate development and
1:30.4	soil burnout.
	...

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