Episode 866: Sarepta Now 40% of My Portfolio. QURE Stock Crash, Biohaven Forecast, Palantir Bubble Martin Shkreli

In this episode, Martin shares that Sarepta has grown to represent 40% of his portfolio and explains the reasoning behind his conviction. He discusses the recent crash in QURE stock, provides an updated forecast for Biohaven, and analyzes what he views as an emerging bubble in Palantir.