On Tuesday we sold a portion of our position in Disney. We still have a high conviction for Disney as it integrates the recently acquired Fox assets, builds out its streaming service, and implements the Disney as a Service business… Read More
We started buying Gilead Sciences over 1 year ago. Over a week ago we sold it. Our original thesis on Gilead was 5-fold: 1) a stabilization of its HCV business (which had been declining), 2) its leading HIV treatments, 3)… Read More
Listen to the Episode Read the full portfolio update letter Why we Sold Alcon (ALC) and Anheuser-Busch InBev (BUD) Original Anheuser-Busch InBev (BUD) Dividend