Australian Growth Stocks: The Big Short (Still)
Four months ago, Evidente published a post suggesting that Australian growth stocks were over-priced The Big Short: Australian Growth Stocks and...
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Generic Drug Antitrust Inquiry: A Primer
Recent news stories reporting looming criminal antitrust charges against certain generic drug companies (and possibly executives) are wighing on...
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Re-Visiting the Big Short: Australian Growth Stocks
Last month, Evidente documented that the valuation dispersion between value and growth stocks was without precedent; the median book multiple of...
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The Big Short: Australian Growth Stocks
In a recent update to investors, founder and CEO of Platinum Asset Management, Mr Kerr Nielson, cited that global conditions had been challenging...
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Opportunity Knocks as Mayne Pharma Makes A Transformational Acquisition
Mayne Pharma has agreed to buy a portfolio of U.S. generic products from Teva and Allergan for USD 652 million (AUD 881 million) in cash, primarily...
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