The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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Free Cash Flow Yield as a Measure of Value (2:13)
The insight that this obscure statistic can reveal about the valuation of a business
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Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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The Return to Rationality
The bursting of the easy money bubble marks a huge transition for the markets
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