S4 - Ep 14: Lilly & Obesity Disruption

Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

Eli Lilly has been a monster stock over the last 5 years. It's compounded at 40%+ a year versus the market at roughly 11%. This great biopharma brand spends $6B a year on R&D, organically grows well, grows the dividend 15% a year and has a full pipeline thats diverse. This management team is second to none. The stock is not cheap anymore and it's a bit crowded but long-term we see great things for this brand. Mounjaro and Tirzepatide get alll the attention given their blockbuster potential but this company does $33B in annual revenue and very little is coming from the obesity and chronic over-weightedness theme thus far. In this quick video, I update people on what we see and why we still like the name long term.

For more information on investing in dominant, innovative growth brands:

https://www.globalbrandsmatter.com/dynamic-portfolio