Taking Stock

August 2020 Somar has had a very active summer. We generated several new short and long ideas. The wide changes in valuation led to more portfolio management adjustments than normal. We also had good conversations with investors, some of whom have trusted us with additional capital. To give some color of the past few months […]

Changing World: Retail Clinics

September 6, 2020 Not long ago, my non-emergency medical needs were exclusively met by visits to the primary care doctor or to a specialist. Given the time lost on a visit, growing co-pays and lead time needed to get an appointment, I really dreaded going to the doctor and put off some minor therapies, including […]