Thoughts on LLY for 1Q23, 2023, and beyond
Eli Lilly stock has been on a tear over the last five years - appreciating by +200% during that time. That is something that you generally would not expect from…
Key lessons for me from Druckenmiller interview at 2022 Sohn Conference
Stanley Druckenmiller is up there in hall of fame for investing AND trading- a very rare combination - for that reason, he is my favorite financial trader/investor of all time.…
Lesson from PM: Stick to you pre-set process
When we think about great investors, we tend to think of them as people who have great experience and move significant amount of capital on gut feeling that theoretically comes…
Why YOU want buyback vs dividend and Why I want $TSLA to buy back some shares
When a company is profitable and generates more cash than what to do with, CEO and the board now have to make critical decisions with respect to capital allocation -…
Why I love $TSLA stock – beyond its fundamentals – you have to look at Elon’s financial incentives
I am a huge $TSLA fan so I tend to look at things about Tesla and Elon Musk with a positive bend. As an owner of Model 3 who loves…