This small-group meeting discussed structural and behavioral factors in the Gilead analysis and started in on analyzing the company’s valuation drivers. We made it through an analysis of the revenue streams…
This conference call was held on September 15, 2016. The group looked at the valuation drivers affecting pharmacy benefits manager giant Express Scripts (ESRX).
This web conference was held on June 23, 2016. The main learning take-aways from this call are (1) Always focus on the most material issues when assessing value, (2) The importance…
In this small group session, Framework Investors work together to translate our shared knowledge of Express Scripts business environment into an actual valuation.
This web conference was held on July 21, 2016. In it, we take a detailed look at P&G’s valuation drivers and show why we think the market is assuming the company…