
Peter Mantas
Smart investor known for his insights into identifying left and right tail investment ideas and industries, particularly in biotech.
Best podcasts with Peter Mantas
Ranked by the Snipd community

41 snips
Jan 10, 2025 • 1h 17min
Peter Mantas: How To Spot Left and Right Tail Investment Ideas
Peter Mantas, a savvy investor renowned for his expertise in biotech, shares his insights on navigating the complex world of left and right tail investment ideas. He discusses the challenges and opportunities in the biotech landscape, emphasizing the impact of innovations like weight loss drugs on the market. Mantas highlights the importance of sector analysis and regulatory challenges, underscoring how investments in biotech and mining are intertwined. His observations provide a roadmap for investors looking to maximize returns while managing risks in an ever-evolving industry.

Oct 12, 2023 • 1h 39min
Peter Mantas - The Potential Opportunity in Life Sciences
Peter Mantas, Investor at Logos LP, discusses the potential opportunity in the life sciences industry. Topics include the M&A focus, return differences with and without goodwill, efficient data analysis using Delupa, evaluating small and micro-cap companies, and the current state of the market and liquidity. They also explore the potential of cell therapy and the challenges in developing and manufacturing pharmaceutical products. The podcast concludes with a discussion on antitrust regulations, monkey research, investing in life sciences, and balancing high and low expected value stocks.