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TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Is P20 a Safe Haven in a Turbulent Market?
I like your basket approach for pharma though, in the sense of you don't have really worry all the cyclicalities is adjusted and then you can just nicely and safely collect your dividends. The only concern I would have is at P20, is it a safe haven? Because it's almost like priced like a growth stock at this point. But my favorite metrics are EBIT EV and I look at return on invested capital even though as I've sort of written about in the past, that's a highly mean reverting series.
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