PYMNTS

FEBRUARY 18, 2019

“One is the high concentration of value, and also the ever-increasing business interruption element of the claim. The pharmaceutical sector is another one where liability claims can be very significant, so it’s very different scenarios for different sectors.”

Concentration 76

Concentration Pharmaceutical Numbers Marketing 76

CFO News Room

JANUARY 17, 2023

Consequently, I will concentrate this post on how this crisis is playing out in markets, and the effects it has had, so far, on businesses and investments, and whether these effects are likely to be transient or permanent.

Economics 130

Economics Valuation Treasury Forecasting 130

Musings on Markets

MARCH 19, 2022

Consequently, I will concentrate this post on how this crisis is playing out in markets, and the effects it has had, so far, on businesses and investments, and whether these effects are likely to be transient or permanent.

Economics 100

Economics Valuation Treasury Forecasting 100

Musings on Markets

OCTOBER 6, 2023

Even a cursory examination of the the Nifty Fifty , the stocks that drove US equities upwards in the early 1970s, reveals companies like Coca Cola and Gilette, where brand name was a significant contributor to value, as well as pharmaceutical companies like Bristol-Myers and Pfizer, which derived a large portion of their value from patents.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

PYMNTS

DECEMBER 6, 2017

Bernstein told Webster that Freebird has been implemented across a wide range of companies – from the Fortune 500 to relatively small start-ups – and across a wide variety of verticals, including education, manufacturing, pharmaceuticals and technology. “If So, we’ve concentrated our resources here.”. So, how does it work?

Pharmaceutical 45

Pharmaceutical Education Concentration Numbers 45

Barry Ritholtz

DECEMBER 14, 2022

Because going back to our thematic investing, our portfolio is 80 percent concentrated in warehouses, rental housing, lab office space and hospitality asset. Like, if you think about — when I was growing up, all of the big pharmaceutical companies had these corporate campuses that were highly securitized, deep in suburbs.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Construction Concentration 59

Barry Ritholtz

DECEMBER 12, 2023

Low price stock has historically had some very large concentrated positions. And those concentrated positions happen because they have high conviction that they’re in that group where it’s not stupid to think about where earnings will be 10 years out. This is what’s wrong with concentrating in the wrong stocks.

Benchmarking 102

Benchmarking Concentration Investments Profit and Loss 102