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“gold is essentially defensive land … the equilibrium value of gold over time would pace with nominal wealth, even though it's going to be cyclical.”
@We Study Billionaires · Matthew McLennan
Gold is defensive money that paces nominal wealth as government debt outpaces Treasury returns
GOLDLONG@ $4,868.25
$4,073.74-16.32%
since call Apr 11
“they have more than half the world market for syringes and catheters … it's available at 12 to 13 times earnings”
@We Study Billionaires · Matthew McLennan
Becton Dickinson at 12-13x earnings prices almost no growth for a world syringe and catheter leader
BDXLONG@ $156.75
$166.80+6.41%
since call Apr 11
peak +9.5%
TIMESTAMPS
19:04
27:58