#glp-1
Coca-Cola (KO): The Best Moat in Staples, at a Rich Price
Deep research on Coca-Cola (KO): 6-month, 1-year, 3-year, and 5-year price scenarios with bear, base, bull cases, plus the 64-year dividend, GLP-1 and IRS risks, and valuation at 24x forward.
Eli Lilly stock (LLY): is it a buy at 30x as the GLP-1 leader, with orforglipron and the patent cliff ahead
LLY deep dive: Hold at ~30x fwd P/E. Bear/base/bull across 6 months, 1 year, 3 years, and 5 years on tirzepatide, Foundayo, retatrutide, and the 2036 patent cliff.