Why & What I am Buying
While the world ends, it feels like a once in a decade opportunity to buy the next generation of companies. But when? I have no idea. So I've been steadily DCA'ing as best I can.

#1 is of course $PL. I am a huge believer in what Planet is building and doing. Their market is incredibly diverse, as they can observe the entire planet from above and in almost any condition. War, agriculture, counterintelligence, energy, fund managers, data gathers. Planet can help all of them.

My other top exciting companies:
$DM -- onshoring manufacturing and the rise of "American Dynamism" (coined by Katherine Boyle at a16z) is coming. $DM is a major player.
$STEM -- maximizing energy efficiency is going to be paramount in the years to come. The leader in energy storage at present.
$EVLV -- security screenings are incredibly outdated and frustrating. At the same time, we all want to feel safe when we go out in public. Evolv solves both problems simultaneously and Evolv Express makes it incredibly affordable.
$HLGN -- I believe Heliogen will become a leader in solar energy for industrial uses. Capable of producing the high temperatures needed, their tech will help companies replace fossil fuels with solar energy.
$DNA -- Synthetic biology (especially for industrial use) sounds incredibly difficult. But with their ever-expanding partnerships I believe Ginkgo is at the forefront of this frontier. Skeptical at first, and dismissive of their valuation, it's becoming a major holding for me over the past 2 months.
$TWST -- One of $DNA's partners, Twist is enabling companies all over the biotech landscape to continue and expand their research with their synthetic DNA products. Valuation was terribly expensive, but is now very appealing.
$JOBY -- I am so tired of sitting in traffic. Can we all get a little closer to flying around and less driving?? I believe Joby is leading the EVTOL race, and has some of the best engineers to expand their business.
$GTLB -- Pure play that makes it easier for developers to do their work securely. Since becoming public they have not disappointing. Company is performing well, stock is dropping. What's not to like for a long-term holder?!

Uh oh... most of these are deSPACs... am I doomed?
Awesome list and I love how you accompanied each with a little recap. These are very moonshot-type investments and I've been intrigued by similar ones and some heavily beaten-down biotechs but have put almost all my fresh capital into bigger, proven winners like $SHOP $CRWD $TTD... Would you build an entire portfolio out of companies like you've listed here or is this a basket that makes up a portion of your larger portfolio?
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Ginkgo - $DNA - A Platform Powering Agricultural Innovation
Shared my thoughts on how ginkgo is building a platform for agricultural innovation - https://www.moderngrowthinvesting.com/ginkgo-is-building-the-platform-for-agricultural-innovation/

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Making Moves
Made quite a few moves today in my portfolio. Only additions, no sells.

$DNA -- loved their earnings.
$IONQ -- great report as well.
$REE -- getting ready for commercialization.
$DNA - Another Quarter, Another time Killing it
post media
Do you think their Biosecurity revenue will stick around in the coming years, or do you see it tapering off as (if) we put COVID in the rearview?
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Let me tell you a secret - $DNA
One of the reasons Jason Kelly brought $DNA public early was to provide an opportunity for the common people to have an opportunity to participate in wealth creation as opposed to "Rich people getting rich"

Believe it or not, call me crazy but I do believe what Jason expressed, and I am quite lucky to have found them and have an opportunity to support $DNA and enjoy the ride.
$DNA Expanding Platform Capabilities in Agricultural Biologicals and Launching Flagship Partnership with Bayer
  • Planned transaction expands Ginkgo’s horizontal platform capabilities to support agricultural biologicals R&D from discovery through formulation and early field trials and will offer services to allow access to customers of all sizes in the agriculture industry
  • _Under the proposed transaction, Ginkgo to acquire Bayer’s West Sacramento agricultural biologicals site and team, adding a 175,000 square-foot R&D facility with pilot scale fermentation, formulation, and greenhouse facilities, along with access to Bayer’s large agricultural strain collection
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  • __Joyn Bio, the joint-venture between Ginkgo and Leaps by Bayer formed in 2017, to be integrated into the parent companies, with the core technology platform becoming part of Ginkgo’s platform and key products being advanced by Bayer in a new collaboration
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  • ___Bayer to be an anchor customer of Ginkgo’s agricultural biologicals offering, signing a follow-on multi-year platform collaboration deal to enable continued development of Joyn Bio’s flagship nitrogen fixation program and launching new programs in fields including next-generation crop protection and carbon sequestration


I remember someone on CommonStock writing a comment on a post about $DNA saying that their backyard will look like Pandora from Avatar since the company wants to make bioluminescent plants.
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Fucking Cool - Light Bio Partners with Ginkgo Bioworks - $DNA
Light Bio Partners with Ginkgo Bioworks - $DNA to Optimize the Brightness of Glowing Plants through Bioluminescence Engineering

The scientists at Light Bio have discovered a new type of bioluminescence mechanism and are using synthetic biology to engineer plants to efficiently emit light.

"We are excited to collaborate with Ginkgo toward additional multifold output and efficiency improvements powered by Ginkgo's plant cell engineering capabilities across both individual enzyme and metabolic pathway improvements," said Keith Wood, CEO, Light Bio. "Light Bio has already achieved strong light emission results on our glowing plant luminescence to date."

$DNA is going to create a lot of value!
Elanco - $ELAN and Ginkgo - $DNA Launch BiomEdit
Elanco - $ELAN and Ginkgo - $DNA Launch BiomEdit, a New Animal Health Company Leveraging Microbiome Technology to discover, develop and introduce novel probiotics, bioactive molecules, engineered microbial medicines, and microbial monitoring services for animal health.

$DNA is going to create a lot of value!

Ginkgo sounds interesting to me, seen a lot of cool stuff but given that biotech is completely out of my circle of competence, I don't invest. They are on a very impressive path though, and I think those food shortages may be a primetime for their technology!
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New Speculative Position
Started a SMALL position on $DNA. Still have much research to do before expanding the position, but I find having a little skin in the game lends motivation to the research. At this point, my DNA position is admittedly more of a bet on the future of precision fermentation (PF) than a true investment.

My speculation is based on declining cost curves of the technology, and growing awareness and buy-in to the possibilities enabled by PF.

Does anyone else have any speculative positions they've initiated during the sell-off?
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