Information Technology Consultant

Ishita Jain

Thematic (Sector/Industry)

From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military just a few years ago, drones are quickly becoming favorites in many industries due to their low cost, ease of operation and effectiveness in carrying out otherwise manual tasks. This article sets out to introduce the industry and offer some ideas on how to invest in it.

From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military just a few years ago, drones are quickly becoming favorites in many industries due to their low cost, ease of operation and effectiveness in carrying out otherwise manual tasks. This article sets out to introduce the industry and offer some ideas on how to invest in it.

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

<ul><li class="p1">Based on the early read we've had of the buying and selling activity of our top managers during the fourth quarter, it appears that the ongoing trend of high-conviction purchases of firms with wide economic moats continued during the most recent period.</li><li class="p1">Even so, four of the top 10 high-conviction purchases—non-rated Ally Financial (ALLY) and wide-moat Microsoft (MSFT), VF Corp. (VFC), and Stryker (SYK)—made during the fourth quarter were also new-money buys for our top managers.</li><li class="p1">And much as we've seen during past periods, there were a fair number of outright sales in the quarter—most of which was driven by valuation as opposed to changes in opinion.</li></ul>Analysts: Greggory Warren &amp; Eric Compton

Based on the early read we've had of the buying and selling activity of our top managers during the fourth quarter, it appears that the ongoing trend of high-conviction purchases of firms with wide economic moats continued during the most recent period.Even so, four of the top 10 high-conviction purchases—non-rated Ally Financial (ALLY) and wide-moat Microsoft (MSFT), VF Corp. (VFC), and Stryker (SYK)—made during the fourth quarter were also new-money buys for our top managers.And much as we've seen during past periods, there were a fair number of outright sales in the quarter—most of which was driven by valuation as opposed to changes in opinion.Analysts: Greggory Warren &amp; Eric Compton

Our Ultimate Stock-Pickers Top 10 High-Conviction Purchases

Democratic presidential candidates' potential drug policy reforms have pressured drug stocks, and ongoing political campaigns are likely to continue to create volatility despite the Republican-majority Congress and low probability of reforms passing into law.Among all the reforms, dual-eligible legislation—offering mandatory Medicaid-level drug rebates to some Medicare Part D beneficiaries— looks the most likely, and most impactful (5% earnings cut on average).Analysts: Karen Andersen, Damien Conover &amp; Kelsey Tsai

Democratic presidential candidates' potential drug policy reforms have pressured drug stocks, and ongoing political campaigns are likely to continue to create volatility despite the Republican-majority Congress and low probability of reforms passing into law.Among all the reforms, dual-eligible legislation—offering mandatory Medicaid-level drug rebates to some Medicare Part D beneficiaries— looks the most likely, and most impactful (5% earnings cut on average).Analysts: Karen Andersen, Damien Conover &amp; Kelsey Tsai

Low Odds of U.S. Drug Pricing Reforms Create Favorable Valuations

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 20th November 2025, pharma-play <a href="https://www.smartkarma.com/entities/3sbio-inc" target="_blank" data-smartkarma-citation="entities:459:1" rel="noopener">3SBio (1530 HK)</a> announced the spin-off and listing of 87.16%-held Mandi, a "hair loss and weight management treatments" solutions provider, on the HKEx. </li>
<li>3SBio will distribute its stake in-specie, together with a concurrent global offering. An EGM has been set for the 23rd April for shareholders to vote on the in-specie distribution.</li>
<li>Mandi accounted for 17% of 3SBio's revs in the 1H25, and 12.5% of profit. No updated figures for 2H25 have been provided. 3SBio's overall FY25 numbers were stellar. </li>
</ul>


Back on the 20th November 2025, pharma-play 3SBio (1530 HK) announced the spin-off and listing of 87.16%-held Mandi, a "hair loss and weight management treatments" solutions provider, on the HKEx. 
3SBio will distribute its stake in-specie, together with a concurrent global offering. An EGM has been set for the 23rd April for shareholders to vote on the in-specie distribution.
Mandi accounted for 17% of 3SBio's revs in the 1H25, and 12.5% of profit. No updated figures for 2H25 have been provided. 3SBio's overall FY25 numbers were stellar. 


Update On 3SBio (1530 HK)'s Spin-Off and Listing of Mandi

In today's digitized world, everything is connected and&nbsp;&nbsp;'smart' - our phones are packed with ever more functionality, we can surf the net directly from our TVs and our fitness trackers can dish out tons of metrics regarding our habits. Internet of things takes this one step further; by attaching sensors to every day and typically non-digital things, it promises&nbsp;to make everything around us 'smart'. This insight is an overview of the industry, its market potential and some thoughts on how to invest in it.

In today's digitized world, everything is connected and&nbsp;&nbsp;'smart' - our phones are packed with ever more functionality, we can surf the net directly from our TVs and our fitness trackers can dish out tons of metrics regarding our habits. Internet of things takes this one step further; by attaching sensors to every day and typically non-digital things, it promises&nbsp;to make everything around us 'smart'. This insight is an overview of the industry, its market potential and some thoughts on how to invest in it.

Investing in the Internet of Things (IoT)

United States

Pfizer Inc. operates as a pharmaceutical company. The Company offers medicines, vaccines, medical devices, and consumer healthcare products for oncology, inflammation, cardiovascular, and other therapeutic areas. Pfizer serves customers worldwide.

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Pfizer (PFE UN)

Investing in Drones

From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military...

Ishita Jain

Our Ultimate Stock-Pickers Top 10 High-Conviction Purchases

Based on the early read we've had of the buying and selling activity of our top managers during the fourth quarter, it appears that the ongoing...

Morningstar, Inc.

Low Odds of U.S. Drug Pricing Reforms Create Favorable Valuations

Democratic presidential candidates' potential drug policy reforms have pressured drug stocks, and ongoing political campaigns are likely to...

Morningstar, Inc.

Update On 3SBio (1530 HK)'s Spin-Off and Listing of Mandi

3SBio's share price popped 12% yesterday following the release of strong FY25 numbers. But the stock is down 22% from my last note. My calcs...

David Blennerhassett

Investing in the Internet of Things (IoT)

In today's digitized world, everything is connected and 'smart' - our phones are packed with ever more functionality, we can surf the net directly...

Ishita Jain

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