Confluence | Joshua Levine | Substack

Serving the Global Economy

Data center and digital infrastructure companies anchor growth in data and AI

Aug 14, 2023 •

An unusual market phenomenon has David vs. Goliath appeal

Aug 1, 2023 •

Peak Venture Capital

Predatory behavior by largest VCs is bad for business in the long run

Jul 25, 2023 •

IPO Pulse in Biotechs

New offerings signal improving outlook for 2H 2023 and beyond

Jul 20, 2023 •

Emerging Narrative

Narrowing gap between small growth stocks and market’s leaders

Jul 12, 2023 •

Skin is the Game

Dermatology sector has long produced attractive M&A candidates, but do alluring prospects still exist for growth investors?

Jun 26, 2023 •

What consumer confidence and stock price trends tell us about mean regression for emerging growth companies

Jun 21, 2023 •

Monthly Digest: June 2023

Sizing Up Growth Stocks / eMagin This / Watchlist Update / ‘Finfluencers’ vs. Pros

Jun 14, 2023 •

Confluence

Confluence

Josh Levine surveys the emerging growth universe of TMT, Biotech, Health/Life Sci, Med-Tech and Cleantech companies.

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About Archive Recommendations

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