Motley Fool Money ONON Fire
10 snips
May 13, 2025 
David Meier, an investment analyst at The Motley Fool, joins forces with personal finance expert Robert Brokamp in a lively discussion. They dive into the surprising 40% revenue growth of On Holding and why pharmaceutical stocks are unfazed by Trump's new drug pricing order. Brokamp emphasizes the benefits of buying individual bonds over funds, highlighting key insights into bond investments and the importance of diversification. Expect engaging debates on Alphabet's value amidst market dynamics and innovative marketing strategies in consumer goods.
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Pharma Stocks Unfazed by Drug Pricing Order
- The market sees no immediate threat to pharma profits despite Trump's drug pricing order.
- The executive order's impact depends on upcoming government negotiations and plans over months.
Reevaluate Pharma Investment Thesis
- Investors in pharma, especially weight loss drug makers, should revisit their investment thesis.
- Panic is unnecessary; regulation effects will unfold over months and years.
Ricky’s On Clouds Tariff Panic Purchase
- Ricky Mulvey shares buying On Clouds shoes before tariffs increased prices.
- On Holding's sales grew 40%, showing strong demand despite tariff worries.