Tag Archives: indv

$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

Posted in Spinoff | Tagged , , , | Leave a comment

Magic Hat Portfolio January 2015: KAZ+INDV in, DGO out

I was too disinterested to do a share pick for the Magic Hat portfolio last month, and was about to just leave it for this month/year, but then decided “what the hey”. The portfolio has returned 0% over a 1 … Continue reading

Posted in Magic Formula Investing | Tagged , , , | Leave a comment