The Security Analysis Podcast cover image

Left Field Investing

The Security Analysis Podcast

CHAPTER

Investing in Unique Market Segments

This chapter explores investment strategies in niche markets within the pharmaceutical and death care industries, focusing on companies like Moberg Pharma and a Hong Kong funeral service. It discusses the challenges of treatment compliance in older patients and the impact of demographic trends on funeral services. Additionally, the chapter highlights the investment potential of Geo Group, emphasizing its unique revenue structure and the complexities of valuing assets in contentious sectors.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner