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Health Care
January 16, 2021
CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued
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January 15, 2021
Bluebird Bio, Renalytix: Healthcare Innovators Riding Major Tailwinds
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January 13, 2021
Vifor Pharma: Attractively Valued Specialty Pharma Company
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October 5, 2020
Alcon: Eyecare Leader with Wide Moat and Long-Term Growth
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August 12, 2020
Peter Mantas on Opportunities in Tech, Industrials, and Healthcare
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August 6, 2020
Glen Tullman on the Drivers Behind the Growth of Livongo Health
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July 3, 2020
Masimo: Improving Patient Outcomes While Reducing System-Wide Costs
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July 2, 2020
Covetrus: Spinoff With Fast-Growing, Underappreciated SaaS Business
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January 11, 2020
Two Canadian Small-Caps: Indigo Books and Music, Hamilton Thorne
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January 10, 2020
Charles River: Dominant Pre-Clinical Research Services Outsourcer
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January 10, 2020
BioSpecifics: Early-Stage Medical Firm with FCF and Optionality
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June 27, 2019
Utah Medical Products: Niche Device Maker with Disciplinary Moat
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June 27, 2019
Teva Pharma: Generics Leader Turning Around Under New CEO
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April 29, 2019
Paratek Pharmaceuticals: Biotech Firm Developing Novel Antibiotics
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January 12, 2019
Enzo Biochem: Debt-Free Company with Strategic/Litigation Optionality
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January 12, 2019
Semler: Medical Diagnostics Testing Firm with Growth Trajectory
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January 12, 2019
The Joint: Top U.S. Chiropractic Chain, with Strong Unit Economics
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January 12, 2019
Mallinckrodt: FCF-Rich Business with Attractive Risk-Reward
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January 12, 2019
Paratek Pharma Convert: Well-Covered by Asset Value, with Upside
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October 12, 2018
Dermapharm: Growing, Family-Owned Non-Prescription Pharma Company
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