One of the most frustrating things as an investor is to watch gains evaporate before your eyes. Even more troubling is when those gains evaporate rapidly — as in overnight — and become losses. This was the case recently with…continue reading →
In the fall of 2015 the price of an antiparasitic drug called Daraprim was raised from $13.50 to $750 per pill. Martin Shkreli, the CEO of Turing Pharmaceuticals and founder of a hedge fund, was vilified by the press. Hillary…continue reading →
While 2016 began on a sour note with one of the worst January performances on record, February and early March brought a strong rally in most of the major indexes. After double digit drops, the S&P 500 remains down only…continue reading →
Over the past decade or two, economists and Wall Street have presented the case for investing in the healthcare sector. The compelling case hasn’t been a difficult one to make. The aging of America is the primary reason. As we…continue reading →
In Sickness & Wealth
Sometimes we fail to deliver better healthcare, not because a treatment doesn’t exist or science can’t develop one, but because it can’t survive the logistics of access, delivery, and sustainability. Good business is investing in activities that can achieve both... In Sickness and Wealth... as we explore innovative companies and how they deliver value.
David Lerman / Jodie Warner - Editors