S4 - Ep 14: Lilly & Obesity Disruption

Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

コンテンツは Eric Clark によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Eric Clark またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

8M ago 9:38

M4A•エピソードのホーム

Eli Lilly has been a monster stock over the last 5 years. It's compounded at 40%+ a year versus the market at roughly 11%. This great biopharma brand spends $6B a year on R&D, organically grows well, grows the dividend 15% a year and has a full pipeline thats diverse. This management team is second to none. The stock is not cheap anymore and it's a bit crowded but long-term we see great things for this brand. Mounjaro and Tirzepatide get alll the attention given their blockbuster potential but this company does $33B in annual revenue and very little is coming from the obesity and chronic over-weightedness theme thus far. In this quick video, I update people on what we see and why we still like the name long term.

For more information on investing in dominant, innovative growth brands:

https://www.globalbrandsmatter.com/dynamic-portfolio

67 つのエピソード

#Trading #Business #Eric Clark