IMS Health (RX) did not have a spectacular quarter to put it mildly. Revenue decline (on constant currency basis) accelerated to 4% from a 2% decline last quarter. Pharmaceutical companies…
I had a fun radio/podcast interview today with Chuck Jaffe at MarketWatch, my portion of the interview starts on the 10:40 mark), we “played” hold it or fold it with…
I was interviewed by Forbes in early October. I discussed my favorite “dotcom” portfolio of stocks, here is a link to the video.