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TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
The 10 Threes Aren't Relevant - It's Not Relevant
Jens: Amgen, that's my pick. I own it as for an in-depth discussion about the competitive dynamics of this market. Even if they just grow slowly from here, there's an enormous amount of headroom in this valuation. The end consumer of these drugs doesn't really care what the rest of the economy is doing. They're going to pay for this because they need these drugs to feel good and so on.
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