
Originally Posted by
Sanlmar
@telly
I didn’t do Broadcom. I thought I had enough exposure. Add this one to the list of misses. I did catch a taste this morning.
Eli Lilly (Wegovy) to test and perhaps pursue approval of their GLP-1 drugs for use reducing the desire cycle - often called anti-hedonics. Alcohol, tobacco & drug addiction. ..
1% of drinkers account for a huge percentage of sales. Physician tells them they gotta stop and here is an easy way to curb the drunk’s enthusiasm. That should murder sales. Cannabis shrooms and all that Zoomer stuff is growth anyway not booze.
Alcohol stocks have sucked in a smoking hot market. They should die in a bad market. We short BUD, Molson or whatever? .. I’m looking into it.
I get a bigger dopamine rush from shorts than buy and hold. It’s been too long (pun). My Dr suggests Wegovy. ..
I thoroughly lost myself in LLY for a while. I have listened to hours of the Danish chick who did the original Novo Nordisk research and found it fascinating. Interesting to learn the whole origin story of diabetes drugs etc. The diabetes story and history was absolutley epic - I had no idea. Used to be a death sentence.
I got a couple of pod recommendations surrounding LLY. Hit me up if you have time to burn on stuff like this.
You once nudged me on the path of righteousness. My outlook has never been the same and it’s paid off and it’s been interesting as fuck too
My guy from South Boston passed away from prostate cancer recently. He was my swami for over a decade. Old school price and volume dood not a nerd. I’ve never had an original thought. Feels weird without him. Where did the time go? RIP