Topics covered: Vigorous growth opportunities, Undervalued and selectively dynamic companies, Transformation, Top-down philosophy, Sustainable competitive advantage, Subprime mortgage losses, Risk/reward, Product and economic cycles, Probability, Perception, Interest rates, Insurance, Innovative business opportunities, Future trends in global markets, Enterprise value of businesses, Currencies, Corporate structures, Corporate lifecycle development, Competent management
Topics covered: Wireless and 3G growth, WiMAX demand, Upcoming spectrum auctions, Universal service, Technology changes, Stocks to avoid., Stock recommendations, Share buybacks and cash flow, Rural operators, Regulatory outlook, Private equity money, Popularity of broadband in Europe, Overvalued stocks, Outlook for VoIP, Outlook for pricing, Investor interest, International Markets, Industry consolidation, Increased bundle of services, Improved fundamentals, Fixed line market weakness, Emerging market wireless operations, Data side of wireless, Cost synergies in wireline, Consolidation of European assets, Competition from cable companies, Capital investment outlook
Topics covered: US partnerships, Tax-supporting mechanisms, Specialty pharmaceuticals, Service companies, Promotion of new companies with new technologies, Product development stages, M&A interest, Laterstage clinical development, Lack of IPOs, Introduction of new drugs, Increasingly competitive environment, Emerging biotechnology, Diagnostics, Critical mass, Commercial sales in the US, Attracting capital, Acquisition of technologies and drugs
Topics covered: Value Investing, The performance of management teams, The health industry and the political environment, The "When to Own" component, Growth at a discount, Financial Soundness, Early Vs. Late stage biotech development, Client and Porfolio risk control, Capital Preservation, Asset Allocation
Topics covered: The Telecom Meltdown, The infrastructure of internet retailing, Strength in Multi-channel marketing, Social Networks and E-Commerce, Retailing Trends, Online payments surge, Leveraging international channels, Internet traffic growth, Growth trends, Dynamic content delivery
