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,…
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…
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)…
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 was held on October 6, 2016 and shows the process for analyzing a very complex, specialized company like biotech giant Gilead Sciences.