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TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Biotechs
Amgen is a company that I've owned on and off for a very long period of time. It's quantitatively cheap and they have this exceptional buyback record. In addition to the buybacks, the shareholder yield is monstrous. The strong dollar hurts companies like Amgen because it's priced as if revenues will decline permanently.
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