@marcvanderchijs@oussama_nl Don’t you think Lilly’s valuation already prices in a significant portion of its future growth (albeit primarily from obesity treatments) leaving a relatively limited margin of safety?
@marcvanderchijs@TekstschrijverT Thanks Marc, always great to have your insights. What are the Chinese companies that you are currently invested in ? Thanks !
Just returned from my first trip to China, mostly looking at the energy and robotics industries. Fascinating. Random observations, both business and general, below...
1/x