Tag Archive for Pfizer

Performance Assessment for Investment Ideas on Thoughtsworththinking.net at 2010 Stock Market Close

In her classic novels The Foutainhead and Atlas Shrugged, Ayn Rand distinguished between people who make choices based on their own objective observations, and “second-handers” – people who are more apt to follow the opinions of other people than their own just because those other people are popular. The case I want to make is…



The story that the market sees is all about Liptor, the wildly successful treatment for high cholesterol. The patent for Liptor expires in 2011, and the market is concerned that Pfizer won’t be able to pick up the slack when generics close in on Liptor’s market when the patent expires. A subtext to this is…