Equity Mates Investing

@EquityMates

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Sydney, New South Wales equitymates.beehiiv.com/subscribe/ Joined February 2017

533 Following 9.8K Followers 1.8K Posts

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Equity Mates Investing @EquityMates Jun 5, 2023

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Equity Mates Investing @EquityMates 4d

By 2030, what will have been a more transformative technology - GLP-1 weight loss drugs or AI?

This chart compares the growth of Eli Lilly's and Novo Nordisk's weight loss drugs with Anthropic and OpenAI.

And today, just 0.6% of the world's obese or overweight take GLP-1's.

Patrick OShaughnessy Verified account @patrick_oshag 4d

GLP-1s still out-earn OpenAI and Anthropic combined

The two drugs behind Ozempic and Mounjaro did $71B in 2025 vs $18B for OpenAI + Anthropic

But through September this year it’s $70B vs $56B

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Equity Mates Investing @EquityMates 5d

This doesn't end well.

And this chart is from 2016. The past 10 years has only seen wealth inequality get worse.

The Intellectualist Verified account @highbrow_nobrow 6d

The U.S. has worse wealth distribution than pre-revolutionary France.

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Equity Mates Investing @EquityMates 6d

Just 9% of the time taken for an NFL game the ball is actually in play.

For a 3.5 hour game, it is less than 20 minutes

Andrew Petcash Verified account @AndrewPetcash 6d

This is a MAJOR problem in sports!

For how long the games are...so little of it is actual "game play".

Definitely creating an opportunity for new leagues (and showing the need for alternative ways to monetize beyond just media rights & ads).

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Equity Mates Investing @EquityMates Nov 9

In the past 5 years, Mercado Libre's revenue is up 500% and it has inflected from unprofitable to $2 billion in annual profit.

The share price is up 5%.

Ivan Morgan Verified account @ivanmorgan1989 Nov 5

Mucha gente frustrada con $MELI porque en 5 años la acción casi no se movió.

Mientras tanto, en esos 5 años las ventas se multiplicaron por 5 y el EPS por 22. Hoy pago el mismo precio por una empresa que vale muchísimo más.

Y lleva casi 8 años creciendo más de 30% interanual en dólares. Muy pocas empresas de su tamaño lo hicieron.

Sin embargo, el mercado hoy la castiga porque $MELI decide sacrificar margen para reinvertir. Si es por mí, que reinviertan todo, que el negocio siga creciendo y que el precio siga planchado, así puedo seguir comprando esta empresa por mucho tiempo más.

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