Guided Tear Sheet - Gilead Sciences (GILD) - September 2016
Gilead is one of the most innovative companies in the world, whose products have literally changed the lives of tens of thousands of people. HIV and Hepatitis C Virus (HCV)…
Category Guided Tear Sheets
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Guided Tear Sheet - Zimmer Biomet (ZBH) - December 2016
We wanted to love Zimmer Biomet. The company has a long history of success, holds a leading market position, and boasts some of the ‘stickiest’ customer relationships you’ll ever find. However,…
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Guided Tear Sheet - Caterpillar (CAT) - January 2017
Caterpillar is an interesting company – truly part of the very fabric of the American economy for a very long time. When we started on our analysis of Caterpillar, we…
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Guided Tear Sheet - Garmin Ltd. (GRMN) - October 2016
Garmin’s flat revenues hide an interesting story – the simultaneous death of purpose-built Automotive GPS devices and birth of the ‘smart watch’ product category. Despite Garmin’s leading market position in…
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Guided Tear Sheet - Union Pacific (UNP) - April 2017
Union Pacific (UNP) is the company that will be forever enshrined in the annals of American history as the pounder of the Golden Spike that created the first transcontinental railroad. Darlings…