Investors / stance tracking
What Greg Obenshain is saying
FollowFollowingUnfollowPartner & Director of Credit, Verdad
3 dated public stances tracked since 2026-02-24, most recently 2026-02-24. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Greg Obenshain's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Greg Obenshain is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
3
themes
0
side flips
2026-02-24
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| BIOTECH STOCKS WITH NON-CEO EXECUTIVE INSIDER BUYING | 1 | 1 bullish | 2026-02-24 | |
| BIOTECH STOCKS WITH ZERO SPECIALIST FUND OWNERSHIP | 1 | 1 bearish | 2026-02-24 | |
| EV | 1 | 1 bullish | 2026-02-24 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-02-24
BIOTECH STOCKS WITH NON-CEO EXECUTIVE INSIDER BUYING
bullish
Yet Another Value Podcast · video
Purchases by CFOs and non-CEO executives in biotech carry a positive signal lasting months because these insiders buy only when genuinely confident in long-term science prospects, not for appearance, and their blackout periods make any open-window purchase…
“when they start buying it's a pretty decent signal”
Investing in Biotech with Verdad Capital
2026-02-24
EV
bullish
Yet Another Value Podcast · video
Biotech companies with large cumulative cash burn relative to market cap are systematically undervalued because traditional value metrics penalize spending that actually represents real scientific assets, and capital providers will seek to monetize that spend
“the value metric is actually one of the most powerful return metrics we have”
Investing in Biotech with Verdad Capital
2026-02-24
BIOTECH STOCKS WITH ZERO SPECIALIST FUND OWNERSHIP
bearish
Yet Another Value Podcast · video
Biotech stocks owned by many generalist funds but zero specialist funds consistently produce near-zero or negative returns because absence of specialist participation signals poor underlying science
“companies that are owned by a lot of funds but zero specialists, they do terribly”
Investing in Biotech with Verdad Capital
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