Stock Talk · by Brian Otieno · 2026-09-02
if you had to own one obesity-drug winner for 5 years
Assume you cannot trade around it and you do not get to add a second name later. Which horse are you hitching yourself to?
32 sparks · 2 comments
Stock Talk · by Brian Otieno · 2026-09-02
32 sparks · 2 comments
Mehdi Benali · 6 likes
LLY because execution quality matters when everyone suddenly discovers manufacturing is hard.
Quiet Mango · 3 likes
NVO for me just because I hate paying the absolute glamour premium.