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…
Should I invest in biotech in 2022?
Biotech continues to lag the overall market - As of today (November 18th 2021), XBI - the biotech ETF, is down -13% while QQQ is up 27% YTD and S&P500…
Screening for good ideas as a hedge fund analyst – case study with Novo Nordisk – assess the set-up relative to fundamentals
I recently started looking into Novo Nordisk - studying fundamentals and building out financial models. It is a European diversitfied pharma company that owns a leading position in global diabetes…