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Which podcasts are discussing MRK?
11 ATTRIBUTED IDEAS · 10 EPISODES · 7 SHOWS
The shows
CNBC Fast Money
Motley Fool Money
The Compound and Friends
Barron's Streetwise
The Pomp Podcast
We Study Billionaires - The Investors Podcast Network
WSJ What's News
Where the discussion went deepest
7 APR7 APRTHE COMPOUND AND FRIENDS · 12:30
Market rotation from asset-light growth to asset-heavy value
“The speakers argued a significant rotation is underway, with money flowing out of popular, asset-light growth stocks and into physical, asset-heavy industrial and commodity companies.”
Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s
Core thesis · 5/5Verify in source →
23 JUL3W AGOCNBC FAST MONEY · 07:30
Capital rotates into large-cap pharma and biotechs
“The panel presented large-cap pharmaceutical and biotech stocks as primary beneficiaries of rotation out of volatile tech and AI names.”
Intel Earnings Beat…And Yields Spike Ahead of Fed Meeting 7/23/26
In depth · 4/5Verify in source →
23 JUN23 JUNMOTLEY FOOL MONEY · 01:32
Patent cliff fuels Big Pharma acquisition wave
“An estimated $300 billion in annual pharmaceutical revenue faces patent expiration over the coming years, forcing major drugmakers into an aggressive wave of bolt-on M&A to rebuild product pipelines.”
Big Pharma Has a Case of Merger Mania
In depth · 4/5Verify in source →
18 JUN18 JUNCNBC FAST MONEY · 06:30
Merck poised for breakout via strategic acquisitions
“Merck's 'string of pearls' M&A strategy effectively mitigates its looming Keytruda patent cliff, making the stock undervalued at current multiples.”
Full Circle Moment for Markets … And Looking Ahead to the Biotech IPO Boom 6/18/26
In depth · 4/5Verify in source →
15 MAR15 MARWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 25:00
Nifty Fifty: quality at a bubble price fails
“The historical lesson argued: even wonderful companies like those in the Nifty Fifty made horrible investments when purchased at bubble-like multiples, as they lacked a margin of safety.”
TIP799: The Davis Dynasty w/ Kyle Grieve · with Stig
In depth · 4/5Verify in source →
9 MAR9 MARTHE COMPOUND AND FRIENDS · 22:30
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