Supplement Your Portfolio With NAII

Most pharmaceutical companies are hard to analyze, and even harder to forecast earnings and FCF over time, which makes them good candidates to be kicked to the curb for research. However, sometimes a company, even a pharmaceutical, can have tremendous balance sheets and generate consistent free cash flow that compounds over time. One such company … Continue reading Supplement Your Portfolio With NAII

A Look into the World of ADHD Drug Companies

I've been content sitting on the sidelines with the positions in my portfolio, so I'm not pressed to spend cash for the sake of spending cash. Seemingly each day that passes the market rises higher and higher, and the bargain bits and pieces are being steadily sucked up in the vacuum that is 'animal spirits', … Continue reading A Look into the World of ADHD Drug Companies

Deep Restructuring Play in Biotech

It's been a while since I've written about a particular company, and frankly its not because I don't have the time ... I just haven't really found any worth writing about. Whether its a new IPO, or Amazon's buyout of Whole Foods, one event or another seems to kick the market past 6th gear and … Continue reading Deep Restructuring Play in Biotech