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April 20, 2012
I’m really interested to see if Roche comes back to the table after Illumina (ILMN) rejected their $6.7 billion offer.  Illumina has an amazing track record of revenue growth in an exciting market as a maker of DNA sequencers.  While the company is profitable, these acquisition are far more about the technology and future growth,...
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Berkshire Hathaway’s (BRK/B) subsidiary Lubrizol seems to be executing quite well according the their CEO James Hambrick.  In this article Hambrick says that he plans to increase revenue by about 60%, and that $10 billion in revenue is a reasonable number for this company.  The Lubrizol acquisition was clouded by all of the drama surrounding...
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AIA Group Ltd (1299) continues to profitably grow in Asia.  As disposable incomes rise it is very likely that the insurance industry will experience a long and fast growth trajectory in Asia and other emerging markets.  American International Group Inc. (AIG) still owns about 19% of AIA and it will be interesting to see if...
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