Peter Mantas Returns

15 Oct 2025 • 96 min • EN
96 min
00:00
01:36:27
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Peter Mantas of Logos LP, ⁠https://www.logoslp.com/⁠, stops by The Business Brew for an update. The previous episode discussed the potential of the life sciences industry. Since then uniQure released potentially groundbreaking results. Hence, Peter came back for an update. Shoutout to the ClearPoint group chat!   For more information on how Peter invests, please see ⁠https://podcasts.apple.com/us/podcast/peter-mantas-logos-lp-portfolio-construction-biotechs/id1492171651?i=1000537962817⁠ on Apple or ⁠https://open.spotify.com/episode/6r003LhN4REFSxYxogPWXH?si=7ApTcSdmRzepl5oW44friw⁠ on Spotify.   Sponsorship Information Thank you to ⁠⁠Fiscal.ai⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠fiscal.ai/brew⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠Fiscal.ai⁠⁠ ⁠⁠Fiscal.ai⁠⁠ is the complete modern data terminal for global equities. The ⁠⁠Fiscal.ai⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need.  Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models.  And unlike legacy data terminals where it can take hours or even days, ⁠⁠Fiscal.ai⁠⁠’s data is updated within minutes of earnings reports.  ⁠⁠Fiscal.ai⁠⁠ also tracks all the company-specific Segment & KPI data so you don’t have to.  Like to track Amazon’s Cloud Revenue? They’ve got it. How about Spotify’s premium subscribers?  Or Google’s quarterly paid clicks? They’ve got all of it.

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