ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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Bioepis Details Don't Support the Valuation
We are following up on our previous post on the proposed listing of Samsung BioLogics US$9 Billion Valuation Is Rarefied Air in response to...
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Ildong Pharmaceutical Spin-Off: A Special Situations Gem
Ildong Pharmaceutical Co., Ltd. (000230 KS) spin-off is a special situations gem. We expect the combined values of Ildong Pharmaceutical and...
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Astellas: Pfizer Buying Medivation Is the Best Possible Outcome for the Japan Pharma Firm
Pfizer is to pay US$81.50/shr for Medivation, considerably above Sanofi’s original offer of US$52.5bil. This values the Xtandi-originator at...
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Our Ultimate Stock-Pickers Top 10 New-Money Purchases
Our early read on the buying and selling activity of our top managers during the second quarter uncovered a few nuggets. New-money purchases were...
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