Healthcare

Pfizer: Too Early For A Turnaround (Archive)

Pfizer’s oncology pivot and CEO incentives cloud the timing and quality of any turnaround.

Pfizer: Paying Too Much To Boost Revenues (Archive)

Pfizer’s rich M&A bets risk turning Seagen into an expensive capital allocation mistake.

Johnson & Johnson: Negative Alpha Likely Ahead (Archive)

Technical analysis points to JNJ underperforming the S&P 500 in coming quarters.

Why I Am Passing On BrainsWay And Neuronetics (Archive)

Passing on deep-value BrainsWay and market-leader Neuronetics for superior Nexstim exposure.

Teladoc: Unrealistic Assumptions Required To Buy (Archive)

Teladoc’s business model is broken and fails to justify its current valuation.

Cronos Group: A Weak Business Ripe With Governance Red Flags (Archive)

Cronos: structurally weak cannabis business with misaligned governance and mounting competitive pressures.

NovoCure: See Past Market Myopia And Buy The Dip (Archive)

Conservative pipeline valuation points to substantial long‑term value accretion for NovoCure.