2022 full-year analysis and valuation.
11
Distilling what matters.
4
Is this a good deal? Good for who?
2
A look at recent FDA behavior, including the CTP's response to the Reagan-Udall Report.
It's better than you think.
10
Delevered, differentiated, and determined.
Full-year analysis and valuation.
7
Q4 2022 and Full-Year analysis and valuation
6
See all
fx:macro
fx:macro
FXMacroGuy
Buyback Capital
Buyback Capital
Larry Jamieson
Compounding Quality
Compounding Quality
Compounding Quality
From The Future
From The Future
Edward Rooster