Wide Moat Fund
@Multibagger5
"Earnings don't move the overall market; it's the Federal Reserve Board... It's liquidity that moves markets." --Stanley Druckenmiller
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$XBI — 2025 Biotech M&A Predictions: $SRRK x $RHHBY Roche is the rare big pharma that could stand to benefit from both of apitogromab’s potential indications, SMA supplement to Evrysdi, and muscle-sparing potentiator of their Carmot-acquired GLP. $MRUS x $LLY It didn’t…
2/ Here are some of the deSPAC winners that made it through the valley of death. This list does not include deSPACs that were acquired for big premiums like $LFG ($26) and $CERE ($45).
There are the very best of America’s biggest stocks allstarcharts.com/the-hall-of-fa…
Investing (+and Life) Lessons by Charlie Munger:
These 11 companies own pretty much every brand on the shelves
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A list of wide moat businesses: What other companies should be on the list?
A list full of quality:
The best performing stocks in the S&P 500 over the last 5, 10, 15, and 20 years... bilello.blog/newsletter
A "cognitive bias" is a systematic error in thinking that distorts decision-making. The greatest thinkers like Musk, Munger, Tesla, and Feynman... all learned to avoid them. The 7 most powerful cognitive biases I've found:
Michael Mauboussin recently held a fantastic speech on: How the best Investors Behave He explained what they do differently and how we can copy their tactics. Here’s what they do👇🏼
Money market fund levels to record high of $6.111 trillion
Oil Price Drivers...I love this @AEGIShedging chart. #EFT #OOTT
Quick Preview IBD50 list 🇺🇸 1. $NVDA 👑 💽 King of the Ai/Chips needs a breather ⏳ Possible double top? $850's could give us a bounce. 3. $VRT 💽 ☁️ Strong growth stock in our IBD top10. Some consolidation needed ⏳ ⚡️$80.85 to trigger higher 📈 5. $ARM 💽 Someone…
What to expect from #biotech in 2024. Some of my favorites: $BPMC $KRYS $MREO $ARWR $ALNY $GUBRA $AXSM $ITCI $IMCR $IMTX $DCPH $SRRK $CRSP $VRTX $VYGR $CYTK and more. schroders.com/en-gb/uk/indiv…
Last yr $NVO had $21.1 bil in rev from GLP-1 drugs (Ozempic, Rybelus & Wegovy), $LLY had $12.5 bil in rev from GLP-1 drugs (Trulicity, Mounjaro & Zepbound), And @jpmorgan projects GLP-1 sales will hit $100 bil in the US alone by 2030 w/ LLY and NOVO controlling 80% mkt shr,…
$LLY ❖ Share of Americans who are considered overweight or obese has risen over the last 3 decades As obesity rates rise in the U.S. and worldwide, new weight-loss drugs surge in popularity
If a company has the ability to raise its dividend every year for 5-9 consecutive years, and the stock is making new 52-week highs, then call me crazy, but something is probably going right over there. Check out this month's Young Aristocrats allstarcharts.com/finding-winner…
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