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Last Post: 9/25/2018 2:06:59 PM - Followers: 173 - Board type: Free - Posts Today: 4

In many nations, a middle class is emerging for the first time in history.
Companies who satisfy the demands of these consumers ought to have bright prospects.
Natural Resources / The Global Demographic Tailwind  is a forum for investment ideas based on this premise.


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#17189  Sticky Note More on Toyota AI/robotics efforts. Muddled. nowlurking 09/20/18 11:04:25 AM
#17181  Sticky Note LLY’s animal-health subsidiary, Elanco IPOs 72.3M* shares@$24.00: DewDiligence 09/19/18 06:28:21 PM
#17158  Sticky Note RVNC update based on AGN's CC today: DewDiligence 09/14/18 03:50:26 PM
#17046  Sticky Note ABT profile by @CGrantWSJ could have been titled, DewDiligence 08/20/18 03:03:53 PM
#16580  Sticky Note Resource Nationalism: ‘TGDT’ Investors’ Gotcha DewDiligence 04/28/18 08:55:40 PM
#2768  Sticky Note The Rising Influence of Rising Affluence DewDiligence 05/28/11 02:46:24 PM
#17222   Chinese self-driving R&D scramble in the south SF nowlurking 09/25/18 02:06:59 PM
#17221   “Shell CEO: FID on B.C. LNG terminal by biotech_researcher 09/25/18 01:00:03 PM
#17220   Shell CEO: FID on B.C. LNG terminal by year-end… DewDiligence 09/25/18 11:27:24 AM
#17219   Ford scrambles to catch up with veteran self nowlurking 09/25/18 11:22:12 AM
#17218   ELAN +45% from the IPO after three days DewDiligence 09/24/18 06:26:44 PM
#17217   Brent $81.20—highest close since 2014 (eom). DewDiligence 09/24/18 06:21:10 PM
#17216   ABT—Page-1 MitraClip story from today’s NYT: DewDiligence 09/24/18 03:56:43 PM
#17215   SIRI acquires P in $3.5B all-stock deal: DewDiligence 09/24/18 12:03:16 PM
#17214   ABX acquires GOLD in $6B all-stock deal: DewDiligence 09/24/18 12:01:08 PM
#17213   Agreed and I expect some negative reaction at nowlurking 09/24/18 10:59:24 AM
#17212   ABT—Other companies can develop MitraClip-like products in due DewDiligence 09/24/18 09:59:21 AM
#17211   interesting market reaction to mitraclip news. Other nowlurking 09/24/18 09:49:41 AM
#17210   Housekeeping note: There’s a new world-population map in DewDiligence 09/23/18 06:29:49 PM
#17209   thx Dew. Impressive results Whalatane 09/23/18 06:20:29 PM
#17208   ABT’s MitraClip meets all endpoints in secondary mitral regurgitation: DewDiligence 09/23/18 06:07:34 PM
#17207   BE > Bloom Energy’s 'Tangled Web' biocqr 09/23/18 10:15:22 AM
#17206   QTMM-PR The Efficiency Numbers are Groundbreaking, QMC is Solar_Express 09/23/18 12:08:49 AM
#17205   OPEC producers largely agree that oil prices above DewDiligence 09/22/18 07:32:19 PM
#17203   Thanks. That's clearer. Hopefully Jim can go into biocqr 09/22/18 06:49:23 AM
#17202   My understanding is that metabolites of 7811 are nowlurking 09/21/18 09:03:48 PM
#17201   Jim, I withdraw my question and plead ignorance biocqr 09/21/18 05:11:10 PM
#17200   OK..thanks. I still don't understand your concern wrt biocqr 09/21/18 04:34:32 PM
#17199   Apologies. I forgot to include the figure nowlurking 09/21/18 03:45:11 PM
#17198   I have no idea what your referring to biocqr 09/21/18 03:33:45 PM
#17197   Thx for the informative link. Can you nowlurking 09/21/18 03:14:18 PM
#17196   3. Due to reactive metabolite species for VKTX, biocqr 09/20/18 05:15:27 PM
#17195   ...never had any interest in Monsanto.You missed out. DewDiligence 09/20/18 04:34:12 PM
#17194   The award was out of line no matter jbog 09/20/18 04:17:22 PM
#17193   Indeed—it happens a lot in the drug/biotech industry. DewDiligence 09/20/18 03:15:52 PM
#17192   A lot of the high profile damage lawsuits wow_happens28 09/20/18 03:13:57 PM
#17191   Bayer seeks judicial relief from Roundup verdict: DewDiligence 09/20/18 12:11:41 PM
#17190   MCD—Since we’re talking taxes… DewDiligence 09/20/18 11:42:30 AM
#17189   More on Toyota AI/robotics efforts. Muddled. nowlurking 09/20/18 11:04:25 AM
#17188   Agreed (eom). DewDiligence 09/20/18 09:26:23 AM
#17187   That’s right, but perhaps even more significant, a mouton29 09/19/18 09:38:27 PM
#17186   Keeping >=80% of the spin-off is desirable for DewDiligence 09/19/18 07:25:14 PM
#17185   ELAN- It is intriguing how LLY pretty much biotech_researcher 09/19/18 07:17:51 PM
#17184   Wall Street is pressuring MRK to follow suit, DewDiligence 09/19/18 07:14:44 PM
#17183   It's worth a look after it settles down. jbog 09/19/18 06:55:59 PM
#17182   ELAN addendum: Investors who regret missing the boat DewDiligence 09/19/18 06:33:40 PM
#17181   LLY’s animal-health subsidiary, Elanco IPOs 72.3M* shares@$24.00: DewDiligence 09/19/18 06:28:21 PM
#17180   NKE hits all-time high. The purported backlash reminds DewDiligence 09/18/18 05:35:59 PM
#17179   thx wrt NASH vs NAFLD difference and safety nowlurking 09/18/18 03:50:38 PM
#17178   Answers to CLF quiz (#msg-143582646)—here are two misstatements DewDiligence 09/18/18 02:21:36 PM
#17177   CLF +25% since 9/4/18—tariffs are helping. DewDiligence 09/18/18 02:14:59 PM
#17176   My thoughts on MDGL vs the VKTX data biotech jim 09/18/18 02:03:51 PM
#17175   I was only joking. I like ENTA's chances DewDiligence 09/18/18 12:39:33 PM
#17174   You don't see much upside from here for nowlurking 09/18/18 12:32:25 PM
#17173   Sell both of them and buy ENTA :- ) DewDiligence 09/18/18 12:13:54 PM
#17171   China’s next move on tariffs likely delayed until DewDiligence 09/18/18 12:12:12 PM
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