Framework Investing Structuring Workshop on Express Scripts (ESRX)
In this workshop, held on September 29, 2016, we look at Express Script’s option prices to see what the market thinks about the future price range of the firm, then…
In this workshop, held on September 29, 2016, we look at Express Script’s option prices to see what the market thinks about the future price range of the firm, then…
In this small group session, Framework Investors work together to translate our shared knowledge of Express Scripts business environment into an actual valuation.
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 August 11, 2016. In it, the participants on the call work together to analyze Whole Foods’ valuation drivers and estimate an intrinsic value range…
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…