Author: VitalyKatsenelson

Finding High-Quality Companies Today

Finding High-Quality Companies Today

This article was featured in John Mauldin’s Outside the Box newsletter. Last week in Outside the Box, Jim Mellon shared some good advice on picking stocks in the Age of the Index Fund. Jim said, [C]ommitted investors should make a […]

By The original uploader was King of Hearts at English Wikipedia [Public domain], via Wikimedia Commons

Amgen – Biology vs. Chemistry

June 22, 2016 – Excerpt from Q2 2016 letter to IMA’s clients Purchase of Amgen: First we need to explain a peculiar difference between pharmaceutical and biotechnology companies.  A simplistic explanation would point to the sciences they pursue – chemistry […]