Paul Mampilly is a Polymath Investment Adviser

You might expect a man who reads north of ten hours a day to have something to say, and indeed, Paul Mampilly does. Mampilly is currently a financial adviser to ordinary folks, an editor with Banyan Hill Publishing and the creator of the Profits Unlimited newsletter. In his prior life as a creature of Wall Street, Paul developed his reputation as a savvy hedge fund manager who worked tirelessly and read voraciously.

Mampilly’s endless study ensures a steady flow of insights, ideas, and strategies. In a recent article on the site, Law Blog for the Average Joe,[1] Mampilly warned that the threat of a trade war against China was going to hurt some popular U.S. stocks.

Paul Mampilly observed that in response to being characterized as a protectionist country by the U.S. Commerce Dept., China has suggested that it may respond with tariffs as high as 45% on products imported from U.S. companies such as General Motors, Boeing, and Starbucks. Mampilly noted that placing tariffs on steel and aluminum could indeed prevent China from dumping low-quality shipments of those materials on the U.S. but could, ironically, hurt domestic steel and aluminum producers.

Asked for a specific stock that might get hurt, Mampilly pointed first to Boeing. Mampilly believes Boeing is overexposed to the Chinese market. Next up on his recommended sell list is Apple. He notes that sales to China account for 25% of Apple’s total sales.

Paul Mampilly went on to point out General Motors — they sold 1/5 of all new cars sold in China in 2017. And he said Starbucks was particularly vulnerable because they were its fastest growing market and they planned to triple the number of stores there by 2021. And Walmart, Mampilly noted, is at double risk because it both buys from and sells to China.

In another article on the site DialDash,[2] Paul Mampilly weighs in on investing in precision medicine. Mampilly believes now is the time to invest in precision medicine. Mampilly holds up specialized cancer treatment centers as an example of precision medicine. At such centers, both patients and their tumors are being subjected to DNA analysis to determine the best treatment.

A company like Tempus collects this genomic information and mines it for patterns to help researchers and doctors improve treatment strategies. In the past doctors were limited to using what worked on other patients in the past. With the aid of data analysis from companies like Tempus, physicians can know in advance that a treatment that holds great hope for patient A, could gravely weaken patient B.