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- Accenture ACN
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- Bank of Ame... BAC
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- U.S. Bancor... USB
- UnitedHealt... UNH
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Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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This article is interesting and I think the winners in this competition are going to be big winners. I'm still uncertain as to how the market will shake out. If I were companies going after FDA approval, I would be concerned about the threat Chromadex represents (as mentioned in the other posts). On the other hand, there are certainly those groups that love a paternalistic government. I'm thinking I'll place my bets on Chromadex, largely because I think their solutions do seem more in line with the future of pharmaceutical consumption.
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This article is interesting and I think the winners in this competition are going to be big winners. I'm still uncertain as to how the market will shake out. If I were companies going after FDA approval, I would be concerned about the threat Chromadex represents (as mentioned in the other posts). On the other hand, there are certainly those groups that love a paternalistic government. I'm thinking I'll place my bets on Chromadex, largely because I think their solutions do seem more in line with the future of pharmaceutical consumption.