$LLY

Eli Lilly is the lowest-risk healthcare AI play, less risky than high-volatility alternatives; its valuation is reasonable at about 1.9 PEG, under two, despite strong performance. It is the S&P 500 of AI in healthcare, using its over $1 trillion market cap and profitability to acquire competitors.

Bullish
“The Pain Returns... ALREADY AI, Fed, Iran, SpaceX”
Meet KevinPublished Oct 20 · 7 passages

Jump to any passage

7 passages
113:20130:18

And this is one of the benefits of like an Eli Liy. What's Eli Lily's valuation right now? Let's find out. So Lily right now, they're probably like a 24. I don't think they're like ridiculously high right now.

1300 / 328 = 39.6. 6 plus Oh, those are some crazy estimates. 4 20.4. Oh, that's about a two. 39634 divided by 20.4. Yeah. Oh, 1.94. That's not bad for Eli Lily. It's actually not bad.

What we're talking about in this is everything to do with how AI is affecting already and going to affect healthc care stocks. Some of the stocks we'll touch on here are going to be Tempest AI, Mona, and Eli Liy.

And that's where other plays like Tempest startups maybe that you could get your hands on investing in or Eli Liy get very interesting because it's not just a company like Mona that's working this kind of stuff.

This next play has uh about a uh 1.9 PEG ratio, which is kind of a magic number where I like I like being under two for some of these service providers. And it's this company right here.

It's Eli Liy. Eli Lily is already an over $1 trillion company, but I call them the S&P 500 of artificial intelligence because this meeting on Saturday could go horrible for Mona and then it's $140 stock again and you've lost all your gains.

And it could also go great and it's a $300 stock. That's your high volatility play. Your less risky, less yoloy play, in my opinion, is a play like Eli Liy.

So, this I think is the lowest risk play and I still think their valuation is reasonable despite the fact that they've done very well already.

—

So, anyway you go back to Eli Lilly. I see Eli Lilly as somewhat of this S&P 500 player of healthcare. And the reason I say that is rather than picking a bunch of individual plays in healthcare.

You could kind of look at Eli Liy as anybody who starts succeeding and starts getting big, Eli Liy just comes in and goes, "You know what? We're going to buy your software. We're going to buy your startup."

They do really good at acquisitions. They're an acquisition machine. I mean, they are just like literally, you know, suck up all all the competition that they could get their hands on.

And they've got the capital to do it. They've got the reputation to do it. They've got the profitability to do it. Uh they've got the um the market cap to do it. I mean, at at you know, over $1 trillion market cap here, $1.22 trillion market cap, this is a it's a pretty fat company. uh and uh and rightfully so.

What this channel has said about $LLY

Meet Kevin has 3 calls on this stock; only the adjacent ones are shown.

TickerSays