investing framework

When buyers hold more concentration, they have the upper hand in negotiating prices and quality. This is particularly relevant in pharmaceuticals, where the US faces...

Recently, investors have asked why we are not investing in certain sectors that are getting a lot of media attention, and seem to have very exciting growth prospects...

With the number of headlines hitting the newswires on what feels like a minute-by-minute basis, it’s easy to get lost in chasing data points. Instead, I...