Why Theranos was “special” among startups (or maybe not ?)
An interesting review of Michael Milken’s career as the “Junk Bond King”
Some insights into Salesforce’s unique “borderline” culture
Good article on the new Covid “wonder drug” Molnupiravir from Merck
ValueX Vail conference presentations
The Music business seems to be back (IPO Universal Music)
Net Interest (Marc Rubinsteins) with a look back to the 2006 ICBC IPO and the Chinese Financial system
I finally got around to creating a value screen for Swiss equities (for fun). Very challenging market in terms of building stock screens. It seems like a place that prefers neither strong growth or strong (mean reversion) value. I posted a brief write up on my roundabout efforts if anyone is interested.