Pharmaceuticals

Johnson & Johnson: So Much More Than Baby Powder

2023-07-27T08:42:57+02:00

Johnson & Johnson is far more than just a baby powder company. In fact, the consumer business has been split-off into a newly listed company called Kenvue, with the intention of Johnson & Johnson being a pure-play opportunity in pharmaceuticals and medical devices. As a long-term stalwart in any portfolio, this is a compelling choice.

Johnson & Johnson: So Much More Than Baby Powder2023-07-27T08:42:57+02:00

Pfizer: Vaccines-as-a-Service?

2023-02-09T00:12:54+02:00

Use the podcast player below to listen to our discussion on Pfizer and its Q4'22 result, which accompanies the detailed write-up below: (Date of report: 9 February 2023) Pfizer had a momentous year in 2022. Not only did the company exceed $100bn in revenue for the first time in its 174-year history, but 1.3 billion patients around the world were treated with Pfizer products. Despite these glowing financial accomplishments, Pfizer is a constant target of conspiracy theories and political battles. There’s never a dull moment in the pharmaceuticals industry. Management at Pfizer is either overly optimistic about the prospects for the [...]

Pfizer: Vaccines-as-a-Service?2023-02-09T00:12:54+02:00

Magic Markets Ep67: Investing in tough places

2022-03-17T02:16:49+02:00

Like moths drawn to a flame, some investors cannot help but choose strategies with a high risk/reward trade-off. Omid Gholamifar is one such investor. Born in Iran and having spent a great deal of time in Sweden, he has dedicated himself to uncovering investment gems in his country of birth. Through Serkland Invest, Omid is raising capital to invest in sectors like FMCG and pharmaceuticals in Iran. With this kind of experience, there’s so much to learn from him about investing in tough places. Join us on this episode of Magic Markets to learn more about Iran, a country you probably [...]

Magic Markets Ep67: Investing in tough places2022-03-17T02:16:49+02:00
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