Sectors in brief

Personal reflections on some indutries and sectors

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Sectors in briefSectors in brief
#6 Sectors in Brief - Medical Devices

#6 Sectors in Brief - Medical Devices

Using Compounded Knowledge to Study a Neighboring Sector

The Octopus Value Investing
The Octopus Value Investing
Sectors in briefSectors in brief
#5 Sectors in Brief - Pharmaceutical Packaging Assembly

#5 Sectors in Brief - Pharmaceutical Packaging Assembly

Searching for Investing Opportunities in Another Sector of the Pharmaceutical Industry

The Octopus Value Investing
The Octopus Value Investing
MiscellaneousMiscellaneous
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What Does It Mean for a Drug to Be Regulatory Approved?

What Does It Mean for a Drug to Be Regulatory Approved?

The Differential Quality of Regulatory Approved Drugs

The Octopus Value Investing
The Octopus Value Investing
Sectors in briefSectors in brief
Comparing the Pharmaceutical Glass Packaging Players

Comparing the Pharmaceutical Glass Packaging Players

Digging into Schott Pharma AG, Gerresheimer AG and Stevanato Group fundamentals

The Octopus Value Investing
The Octopus Value Investing
Sectors in briefSectors in brief
#4 Sectors in Brief - Players in the Pharmaceutical Glass Packaging Segment

#4 Sectors in Brief - Players in the Pharmaceutical Glass Packaging Segment

Pinpointing Prominent Sector Players

The Octopus Value Investing
The Octopus Value Investing
Sectors in briefSectors in brief
#3 Sectors in Brief - The Pharma Packaging Sector

#3 Sectors in Brief - The Pharma Packaging Sector

An attractive sector to search for overlooked opportunities

The Octopus Value Investing
The Octopus Value Investing
Lonza Group AGLonza Group AG
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#1 Lonza Group AG - Industry dynamics and competitive landscape

#1 Lonza Group AG - Industry dynamics and competitive landscape

Following the trend of externalizing pharmaceutical production.

The Octopus Value Investing
The Octopus Value Investing
Sectors in briefSectors in brief
#2 Sectors in Brief - The Gaming Sector

#2 Sectors in Brief - The Gaming Sector

A sector I don't invest in but its single exception

The Octopus Value Investing
The Octopus Value Investing
Sectors in briefSectors in brief
#1 Sectors in Brief - Why I don't invest in the banking sector

#1 Sectors in Brief - Why I don't invest in the banking sector

The challenges I see on the sector

The Octopus Value Investing
The Octopus Value Investing