Investment manager, forged by many market cycles. Learned a lasting lesson: real wealth comes from owning businesses with enduring competitive advantages. At Qmoat.com I share my ideas.
Studies show acquirers with stronger ERP integration capture synergies faster, report cleaner numbers, and sustain higher returns than peers relying on fragmented systems.
Positive evERA data make giredestrant a real contender in HR+/HER2– breast cancer. Late-line use points to ~$1B peak; earlier-line wins could multiply that.
SIG’s shopping spree—Scholle IPN and Evergreen—blurred its aseptic razor-blade edge, lifted leverage, and squeezed margins. The reset hands Ola Rollén a clear brief: prune the commodity pieces, migrate what’s upgradeable to aseptic economics, and rebuild the core duopoly story.
Novo’s Wegovy pill matches injection in weight loss, widening access as rivals like Lilly push oral GLP-1s in a fast-heating obesity race.
Success sharpens confidence—and, research shows, can quietly warp judgment. Power reduces perspective-taking, inflates overconfidence, and fuels costlier risks.
Amrize, Holcim’s U.S. spin-off, pairs irreplaceable quarries with premium roofing—and trades at a discount to peers. A long-term buy.
Artificial intelligence is moving from hype to lab bench, reshaping drug discovery, trial design, and pharma’s regulatory playbook.
Acquisition accounting can blur results: inventory step-ups depress margins, deferred-revenue haircuts mute sales, and goodwill tests lurk.
Quarterly vs. semiannual reporting: research shows benefits differ by firm size—clarity for giants, cost relief for smaller issuers.
Marsh McLennan’s stock is down, but secular growth drivers remain. Can the risk-adviser giant still deliver for long-term investors?
TSMC’s grip on advanced chipmaking isn’t just about smaller nodes—it’s about yield discipline, packaging scale, and the freedom to move “just far enough” while rivals wrestle with costly leaps.
Galderma rides the GLP-1 “face” wave, bets on Relfydess launch and China expansion to take share from AbbVie in aesthetics.
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