Topics covered: Supply and revenue growth, Stock recommendations, Stock options, Smartphones, Small cap companies, Slowing demand in emerging markets, Product cycle stories, Pricing pressures, Pressure on semiconductor margins, PC market strength, Networking demand, NAND, M&A Activity, Investor interest, Inventory levels, Internet access devices, Huge demand for iPhones, Handheld wireless devices, GAAP-based reporting, flash and DRAM, Declining PC prices, Consumer electronics outlook, Communications chip markets, Availability of more digital content
Topics covered: Underlying business models, The social and environmental change, The risk-adjusted way, Sustainable long-term growth, Research, Principled purchasing decisions, Market conditions and trends, Low standard deviations, High Sharpe ratios, Diversification, Corporate Governance, Consistent results, Commodity-driven businesses
Topics covered: The slowdown in approvals, The pharma model, The pace of external deals, The key franchises, The generic risk, The development cost, The business model, Management Teams, Drug development, Branded specialty pharmaceuticals, Aggressive generic challenges, A series of pipeline disappointments
Topics covered: The publicly traded share price, The overall market, The investment methodology, Strong relative price strength, Private market values, Market decline, Management, Individual companies, Free Cash Flow, Financial strength, Business cycle, Balance sheets, Accelerating earnings
Topics covered: Turnaround Situations, Stock picks, Stock performance year to date, Slowdown in outsourcing services, Relative valuations, Outlook for transaction processors, Organic growth, Merchant acquirers, M&A Activity, Investor interest, International business outlook, Indian IT vendor stocks, India, Growth in Eastern Europe, End markets China, Call centers and customer care, Accounting software space
