Archive - ValueChain’s Newsletter

Deep dive into the automobile industry, part 3

Closer look at valuing Tesla

Jan 31, 2022 •

ValueChain Investor

November 2021

Deep dive into the automobile industry, part 2

Comparing salvage car auction yard companies, $IAA and $CPRT

Nov 19, 2021 •

ValueChain Investor

August 2021

Deep dive into the automobile industry, part 1

Attractive areas within the used car value chain

Aug 17, 2021 •

ValueChain Investor

July 2021

Deep dive into the pharma/biotech industry, part 2

Walk-through of why Bluebird Bio ($BLUE) is an attractive investment idea

Jul 23, 2021 •

ValueChain Investor

Deep dive into the pharma/biotech industry, part 1

Basic, intermediate, and advanced nuances within the industry with a focus on gene therapy

Jul 16, 2021 •

ValueChain Investor

Deep Dive into Cable Companies, part 2

Why $CABO and $CHTR are attractive opportunities here

Jul 6, 2021 •

ValueChain Investor

A sanity check on AMC Entertainment

There is no shortage of one-sided views on $AMC and yet, puzzling there is little analysis I have come across on the name.

Jul 1, 2021 •

ValueChain Investor

June 2021

Deep Dive into Cable companies, part 1

Evolution of the cable industry and why it's still attractive here

Jun 27, 2021 •

ValueChain Investor

Deep Dive into Managed Care Organizations (MCOs), part 2

Why $UNH is an attractive opportunity here

Jun 23, 2021 •

ValueChain Investor

Deep Dive into Managed Care Organizations (MCOs), part 1

Evolution of MCOs and why they are still attractive

Jun 15, 2021 •

ValueChain Investor

Welcome to ValueChain’s Newsletter by me, ValueChain Investor.

Jun 12, 2021 •

ValueChain Investor

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