Equity… Patient Engagement in the Pharmaceutical Industry and Investor Perception 13 Oct 202330 Oct 2023 Patient engagement has become an increasingly important factor in the pharmaceutical industry, influencing various aspects of drug development, marketing, post-market surveillance, risk management, investor perception, cost savings, and regulatory and…
Equity… Valuation of Insurance Brokerages 27 Feb 2023 Insurance brokers act as intermediaries between insurance companies and insurance buyers. Although insurance brokers perform many of the same functions as insurance agents, they differ in that they act in…
Equity… Value Discount 21 Feb 202224 Mar 2022 Value stocks outperformed through mid-February this year as investors repriced expensive growth stocks. Mounting inflation and rising interest rates are creating conditions for broader value recovery, particularly for companies with…
Due Diligence… A Stable-Growth Environment: Value is Likely to Perform Better 23 Mar 2016 For many value-oriented investors, the last five years have been a challenging period given an elevated macroeconomic risk and bouts of volatility, backdrop of the low growth and structural change…
Financial Modeling… Valuation Multiples, BtM, Tobin’s q, and EM 10 Jul 201220 Jul 2023 Empirical studies indicate that value stocks have beaten the market over the long run, which are characterized by low multiples: price-to-earnings (P/E), price-to-book (P/B), enterprise value (EV), earnings before interest,…