Along with the three companies to sell, pointed out yesterday, I’ve dug up three new companies worthy of a place in the Toshuo Portfolio: Henan Zhongpin, Famous Dave’s and Exelixis.
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Along with the three companies to sell, pointed out yesterday, I’ve dug up three new companies worthy of a place in the Toshuo Portfolio: Henan Zhongpin, Famous Dave’s and Exelixis.
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While most the companies in the Toshuo Portfolio have what I consider to be excellent business prospects, things have deteriorated for three companies– Panacos Pharmaceuticals, Flamel Technologies, and Panera Bread.
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