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Eli Lilly - $LLY

Alphabet had its worst day since 2004 as search growth slowed to 12% — Equity Mates
15 moments: a leaked memo that has one host ready to sell Sea Limited, why Eli Lilly is now a GLP-1 stock, and the 5% sizing rule from David Gardner's…
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"Bitcoin is the purest AI trade": ex-Weiss Multi-Strategy CIO on the $6B Binance hack
9 calls: why banks now have a stake in fixing crypto security, why Microsoft's buyout offer to 60,000 staff matters, and why Eli Lilly could become the…
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Acquirer's Fund founder on Deckers: "At $77, this is being priced as if it has no growth"
8 calls: why Novo Nordisk at 12 times forward earnings is priced for no new drugs, why S&P Global fell below $400 on AI fears, and a $72 to $160 range…
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Quantum won't send Bitcoin to zero because it is a hardware problem — VisserLabs investor
9 calls: a hedge-fund unwind he says is bigger than July's, a market low inside two weeks, AI agents that outnumber staff, and why Eli Lilly is his…
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Bumble agreed to a US$1.3B sale, about 92% below its 2021 peak — Equity Mates
7 takeaways: why CoreWeave bonds trade at 78 cents, what a reverse DCF says Eli Lilly must grow, and whether a newborn's geared ETF can beat his…
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Ex-Neuberger PM on Big Tech: "70% of their AI revenue is from Anthropic and OpenAI"
14 takeaways: why he counts more than 60% of the S&P 500 as one AI trade, why US banks are safe for the first time in his life, and why he closed his…
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Robinhood CIO: she's not sure earnings can keep growing at double digits for 3 more years
15 calls: Why she still prefers stocks to bonds as yields climb, the energy, health care and cybersecurity names Robinhood owns, and the two risks she…
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Canada should give weight-loss drugs away for free, says Harris Douglas portfolio manager
18 calls: why price-sensitive buyers now set the 10-year Treasury, the one stock he says he totally missed, and new picks in Meta, Microsoft and…
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"It's actually quantum computing": Blue Whale's CIO on the biggest risk to Nvidia
14 arguments: why Nvidia at 16 to 17 times earnings is an earnings bubble, not a valuation one, why he owns Newmont instead of gold, and why Taiwan is…
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"There's really almost no incentives to invest in people": ex-Commerce Secretary on AI
11 arguments: Why she thinks a 4.1% unemployment rate hides the damage, what she is asking every CEO she meets, and the $20B tax credit her host…
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Animal Spirits' hosts: hyperscaler debt is now 70% of Treasury issuance
17 takeaways: why higher rates are good news for savers, why Nvidia's operating income now beats Apple's, and how an AI agent got a diner's Resy account…
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Michelle Cortez: Eli Lilly looks at 10 acquisitions a week and buys early, small and often | Bloomberg Intelligence
Why the GLP-1 patent cliff is still a decade out, what Prozac taught Lilly about building versus buying, and why investors are watching these deals far…
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