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What the podcasts are saying about
JNJ
Substantive discussion
0
Mentions · 7d
4
Mentions · 30d
4
Mentions · 90d
7
Episodes
Latest attributed ideas · most recent first
16 JUL2W AGOCNBC FAST MONEY · 11:20
Eli Lilly deploys GLP-1 cash into psychedelics
“The bull case presented for Eli Lilly: leveraging massive cash flow from obesity drugs to acquire early-stage, long-duration mental health platforms like psychedelic therapeutics.”
Substantive discussion · 3/5Verify in source →
15 JUL2W AGOMOTLEY FOOL MONEY · 06:33
Short-term patent headwinds cloud J&J earnings
“The speaker argued that initial market weakness following Johnson & Johnson's earnings represents short-term noise against a structurally sound business.”
Substantive discussion · 3/5Verify in source →
1 JUL4W AGOCNBC FAST MONEY · 05:15
Johnson & Johnson provides secure healthcare yield
“Johnson & Johnson represents a durable dividend defense trade given its diversified medtech/pharma revenue streams and low payout risk.”
Notable comment · 2/5Verify in source →
30 JUN30 JUNCNBC FAST MONEY · 09:00
Johnson & Johnson re-rates on litigation progress
“The bullish case presented for Johnson & Johnson centers on favorable legal developments in its talc litigation alongside strong pharmaceutical growth.”
Substantive discussion · 3/5Verify in source →
15 MAR15 MARWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 29:48
Risk of stocks priced to perfection
“Investing in high-multiple growth stocks leaves zero margin of safety, as minor operational missteps or multiple contractions can lead to devastating loss of capital.”
In depth · 4/5Verify in source →
9 MAR9 MARTHE COMPOUND AND FRIENDS · 10:43
Trump's divide-and-conquer strategy subverts business alliances
“The case presented argues that Donald Trump strategically targeted individual American corporate icons and trade coalitions to dismantle collective power bases, forcing business leaders to adjust their lobbying tactics.”
Explored in depth · 4/5Verify in source →
10 FEB10 FEBTHE COMPOUND AND FRIENDS · 04:41
Halo stocks outperform amidst AI disruption risks
“Heavy-asset, low-obsolescence ('halo') companies offer defensibility against generative AI disruption and are attracting capital away from vulnerable asset-light software stocks.”
Core thesis · 5/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION