"Via the Cerner Twitter platform, the company pointed out that only ten percent of all hospitals in the US allow patients to view, download or transmit records. This was research done by Nielsen. Only 15 percent of all patients have email access to their physicians. And only 20 percent have the ability to schedule appointments … Continue reading Health Savvy
"L'Oreal has acquired three skincare businesses from Valeant. You may recall that from last year Valeant was not just a fallen angel, it was sent to Hades, tossed to Tartaros, booted to the underworld of investing. OK, not that bad, close though. The French cosmetics giant has paid 1.3 billion Dollars in cash, in what … Continue reading L’Oreal Has More Skin in the Game
"L'Oreal is a really great business, one of my favourite models. The Dollar share price might not have done that well, i.e. this is a case where the company has delivered and there have been certain currency issues that have weighed (and shareholder issues too), we think that the long term thesis remains intact." … Continue reading Stay Young
"L'Oreal is a market leader, being the biggest consumer business in their space globally, bigger than Proctor & Gamble by around one-fifth (that division) and over three time the sales of Estee Lauder. Their footprint is pretty breathtaking, nearly 83 thousand employees across 140 countries, selling 32 brands across the portfolio." To market to … Continue reading Is the Investment Worth it?
"The reason to buy this company is because they are the leaders in an area of the market that is growing extremely quickly, Netflix expects to add 2.5 million subscribers over the next 3 months. The company is priced for this growth though, currently trading on a P/E 326. More and more people are cutting … Continue reading Ag please daddy can you take me to the Netflix
' "there's only one word to describe China's wealth accumulation: Relentless. Since 2000, China's per-capita wealth has quadrupled to $22,513, and the country has more than a million millionaires. As of June 2015, the country's total household wealth of $22.8 trillion trailed only that of the U.S." And how much of that in the stock … Continue reading My China! Check this growth
"Sports however and having the love/hate relationship with your favourite team is something special. CEO Bob Iger said that US households would watch sport across all platforms and was confident that they could monetise it. He is right. Currently US households are cutting their TV cable services, and many of those include ESPN in the … Continue reading SportsCenter