Odd Lots Here's How the New Weight Loss Drugs Could Change Everything
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Aug 17, 2023 James van Geelen, an analyst at Citrinitas Capital, delves into the transformative impact of new GLP-1 weight loss drugs like Ozempic and Wegovy. He explores their potential to reshape consumer behavior and industries, from fast food to healthcare. Van Geelen discusses the economic ramifications, including potential shifts in market dynamics and healthcare costs. He also highlights the challenges investors face in adapting to these megatrends and the broader implications for society as appetite-suppressing medications gain traction.
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Viagra's Unexpected Success
- Viagra, initially developed for a different purpose, became known for its unexpected side effect.
- This accidental discovery led to its widespread use for erectile dysfunction.
Challenges of Megatrend Investing
- Betting on megatrends is challenging, even if the trend is predictable.
- Investing in Chinese stocks, for example, hasn't always guaranteed extraordinary returns.
Understanding the Gartner Hype Cycle
- The Gartner Hype Cycle illustrates how megatrends progress through stages, from inflated expectations to disillusionment and eventual productivity.
- Recognizing these stages is crucial for successful thematic investing.