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April 29, 2019

  • Politics and profit taking are souring the sentiment towards the healthcare sector

  • Drug transparency legislation is unlikely to affect long-term profitability 

  • “Medicare-for-all” sounds good but is highly unlikely to ever become reality in the US

  • Rec...

August 6, 2018

Healthcare spending represents over 20% of the US economy, as measured by Gross Domestic Product (GDP). This ratio is one of the highest in the world, yet US healthcare is perceived to be highly inefficient. Amazon (AMZN) has set its eyes on the industry with the goal...

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FINANCIAL EDUCATION ESSENTIALS
  1. "Best ideas", R. Cohen, C. Polk, B. Silli, 2010

  2. "How active is your fund manager? A new measure that predicts performance", M. Cremers, A. Petajisto, 2009

  3. "The inefficient stock market", R. Haugen, 2002

  4. "The triumph of the optimists", E. Dimson, P. Marsh, M. Staunton, 2002

  5. "From efficient market theory to behavioral finance", R. Shiller, 2003

 

 

 

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