There can sometimes be debate today on what makes a stock a growth stock. However, there’s significant value in debating stocks with a team before diving in.
At the 2024 Quality-Growth Investment Conference on Tuesday, Laure Negiar of Paris-based Comgest shared her theses for Eli Lilly and Analog Devices. She also mentioned how they engage in heated debates before buying any stocks.
Her original thesis for global pharmaceutical giant Eli Lilly was based on its strong position in insulin and improving margins from its leading position. However, her thesis changed later as the company’s margins improved, and obesity...