Topics covered: Urology companies and latest developments, Technology platform companies, Stocks to worry about, Stock recommendations, Safety concerns, Public and private funding, PIPES and structured financing, Outsourcing trends & CRO, Outlook for oncology companies, Late-stage product companies, FDA Approval Process, Failures in oncology trials, Development stage companies, Big Pharma partnerships
Topics covered: Volatility, True growth, The equity market, The balanced investment approach, Stock buybacks, Spin-offs, Small cap stocks, Risk-adjusted returns, Recapitalizations, Price reductions, Mid-cap stocks, Mergers and acquisitions, Management standards, Liquidations, International Markets, Intellectual property protection, Free Cash Flow, Expanding margins, Exchange offers, Corporate Governance, Consumer discretionary companies, Bankruptcies, Accounting standards
Topics covered: Traditional hardline retailers, The slowing economy, The retail sector, The macro environment, The e-commerce services, Secular retail trends, Sales tax, Positive long-term fundamentals, Outsourcing services, Online advertising, Marketing services companies, International portfolios, Consumer purchasing habits, Consumer demands, Capital-efficient business models, Ad-driven models
Topics covered: Volatility reduction, Underperforming funds, The valuation of biotech names, Sector-focused growth management investment style, Risk-adjusted p/e ratio, Risk Management, Near-term performance, Mutual funds, Management of client expectations, Individual security selection, ETFs, Company growth rate, Classifying funds based on risk, Asset Allocation, Alpha generation
Topics covered: Underwriting, The two-year time horizon, The reinsurance space, Short-term opportunities, Premium on the decline, Credit risk, Cheap opportunities, A combination of the rate and the policy count
