Lump sum or DCA, the latest on Ozempic & a baby Berkshire?

Equity Mates Investing Podcast

Haven't heard much about Ozempic lately? Let us change that and bring you up to speed on some wild developments in the world of weight loss drugs.

In this episode we cover:

• How Novo Nordisk's latest drug has been twice as effective as their existing drugs in early trials
• The growing list of competitors to Ozempic
• Why these drugs could be incredible technology but less-than-incredible investments from here
• A new company trying to copy Berkshire Hathaway's playbook
• The impressive first 20 years of this company's Berkshire-lite playbook
• We answer the age-old question: should I invest in a lump sum or dollar cost average?

Resources discussed:

• Markel Group's 2023 shareholder letter
• DCA v Lump Sum: Nick Magulli study
• DCA v Lump Sum: Morgan Stanley study
• DCA v Lump Sum: Vanguard study
• DCA v Lump Sum: Morningstar study
• Join the Facebook Discussion Group
• Pick up our book Don’t Stress Just Invest

Have a question? Ask via our website and we'll answer it on the podcast.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

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