Valuentum Exclusive Analysis for the Discerning Investor

How to Think About Corporate Tax Reform
Image Source: DonkeyHotey. Donald Trump and team are working hard to “Make America Great Again,” and lowering tax rates on corporations is a key initiative. Nobody knows for sure whether such efforts will come to fruition, but knowing how to use our research and understanding the fair value estimate range puts you ahead of the crowd, if it hasn’t already.

Oct 19, 2017

Reimbursement Uncertainty Weighs on DaVita
Image Source: DaVita. DaVita has been left out in the cold with its share price losing ground in 2017 due to continued fears over reimbursement of care.

Sep 30, 2017

Amazon Casts a Large Shadow Over the Pharmacy Industry
Image Source: Mike Mozart. It is our belief the food retailing industry is in the midst of widespread disruption with Amazon’s attempt to break into the supermarket game with its audacious purchase of Whole Foods. The Whole Foods acquisition is not likely to be an isolated one-off event; instead, it may be a harbinger of Amazon’s ambition to break into new markets, thus expanding its overall percentage of retail sales. We update our views on Amazon and how the company may eventually impact newsletter portfolio holding CVS Health.

May 4, 2017

Valuentum’s 3 Breakthroughs in the Field of Finance and More
Valuentum's President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing.

Apr 4, 2017

Can Vertex Pharmaceuticals Dominate the Race to Treat Cystic Fibrosis?
Cystic Fibrosis is a rare disease that afflicts an estimated seventy-five thousand patients worldwide. Vertex Pharmaceuticals is the first to market with a combination treatment to treat a portion of the overall patient population. Will Vertex win the race to bring forth a triple therapy to treat the vast majority of those afflicted?

Mar 30, 2017

Is There Value in DaVita?
Image Source: US Census Bureau. With healthcare the primary focus in Washington, let’s evaluate the investment case for DaVita. We discuss how potential changes can impact the economics of the dialysis market.

Mar 27, 2017

Mednax: A Consolidator in the Healthcare Field
Image Source: Mednax. Neonatology and anesthesiology remain key revenue contributors for Mednax, but its teleradiology opportunity may propel its future growth prospects.

Nov 16, 2016

Pharma, Biotech and How to Consider Investing In It
The Valuentum analyst team digs deep into recent trends in big pharma and biotech from the lofty pricing of drugs to political and competitive pressures to ETF considerations and beyond. ~10 mins.

May 19, 2016

Part III: Nelson’s Evaluation of Berkshire’s 2015 Annual Report
The last of Nelson’s three-part evaluation of Berkshire’s 2015 Annual Report.

Mar 28, 2015

Part IV: Nelson’s Notes on Berkshire Hathaway’s 2014 Newsletter
Notes from Valuentum’s Brian Nelson on Berkshire Hathaway’s newsletter. Part IV.

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Valuentum Exclusive Analysis for the Discerning Investor