Digital Advertising Industry Snapshot 4Q'25
Programming Note: I will be in San Francisco Bay Area next Tuesday. If any of you wants to meet for lunch around Larkspur, please feel free to reach out.
Topic
MRVI
A collection of 3 issues
Maravai 2Q'25 Update
I cannot recall a company’s stock going up 30% after management decided to withdraw its previously shared guidance. Of course, despite the 30% pop after Q2 earnings, most shareholders likely feel like the below meme!
Maravai: A Cornerstone in mRNA and Biologics Innovation
You can listen to this Deep Dive here While I usually focus on covering large-cap companies, I decided to spend some time studying Maravai LifeSciences (Ticker: MRVI) which is only $1.5 Billion market cap company. Admittedly, it caught my attention when one of my friends started tweeting about it.