Valuations of some stocks are so stretched, they’re doing yoga with Lululemon stock. That's why $LULU tanked so hard.

Thrilled to see our deep dive on $ASML translated into French by the excellent Clean Your Finance! 🇫🇷 For all our French-speaking followers, you can read it on his Substack, dropping on Sunday, September 14th. 🇬🇧 The original Hated Moats deep dive can be found here:

🚨Novo News The Ultimate Moat Expansion? Novo's $15 Billion "Call Option" on Alzheimer's. The news: Novo Nordisk ( $NVO) is expecting results this fall from a major clinical trial testing if their GLP-1 drugs (the class that includes Ozempic and Wegovy) can effectively treat

🚨 BREAKING: Is the Novo Nordisk & Eli Lilly duopoly over? 🚨 The FDA just threw a massive curveball at $NVO & $LLY. The News The US FDA announced today it's creating a "green list" of foreign suppliers who meet its standards for producing the raw active ingredients for