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ROIV · Roivant Sciences $40.46 +0.48 (+1.20%) 2026-SEP-18 12:49 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA1 mention
2024-NOV-10 · Jay Singh · Special Situations Report — weekly research call (premium, Discord) · Neutralinsight · source page ↗$11.79

In short: Cheap on a sum-of-parts, but founder Vivek Ramaswamy joining the cabinet could force tax-free divestiture (à la Hank Paulson) — trim into local highs / keep selling calls, and buy back after any forced sale.

SOD $11.79 (open 2024-NOV-08)

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.