Tag Archives: greenblatt

Portfolio review

With another tax year under our belt, it’s time to pause for reflection, assess what we’ve learnt about investing, and hopefully boast about how our smarts led us to bag some big winners. Unfortunately, I have nothing to boast about … Continue reading

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$INDV.L – the elevator pitch

The idea is: you’re buying at a discount to a comparable, with favourable optionality from the pipeline. Indivior’s big scare card is declining revenues due to competition from generics. It’s current market cap to revenues was around 1.3. Consider a … Continue reading

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