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TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
AMGen Is a Toby Type of Pick
AMGen has been around for so long. It's a mature business. The risk is the decline, but I think it's ameliorated by the fact that they've got plenty of money to play with. You look at the 10-year financials here and you just see slow and steady wins the race. And having said that, there's always a possibility that I sell out in the next quarterly rebalance.
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