A longtime investor with a general interest in healthcare equities. I take a holistic investment approach that considers top-down and bottom-up valuation techniques. I find the more minute details of companies, including their capital structure and debt covenants, play an outsized role in equity valuation, a point that I consider in all my evaluations of public companies.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate ...