$LLY

3 theses

bullish 67%neutral 0%bearish 33%

Avg return (3m)

+6.0%

Win rate (3m)

100% (2 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 4:45 PM ET

$LLYr/ValueInvestingStock Analysisbullish

u/JoeInOR · 67d ago3 prior · 100% at 3mo

“Not a position but I watch it closely.”

I built a new metric called Y220. Given a company's true FCF yield today and its 3-year revenue CAGR, how long until it reaches 20% yield?

LLY passes the Y220 screen despite failing the current yield test, with parabolic revenue growth and aggressive share retirement offsetting valuation concerns; early GLP-1 innings offer durability questions but compelling optionality.

At post $1,225.73Now $1,273.46+3.9% since postedas of Oct 23, 4:45 PM ET

1d+4.5%

3d+2.4%

1w+0.6%

1m-6.0%

3m—

6m—

1y—

original post →

$LLYr/wallstreetbetsGainbullish

u/trsx5 · 160d ago2 prior · 33% at 3mo

“I'm still in $LLY”

After 4 years.. i did it. +107K (realized) YTD.

Author's biggest winner YTD and states they remain positioned in LLY. The stock was one of their major plays contributing to the +107K realized gain, and they emphasize concentration builds wealth.

At post $986.68Now $1,273.46+29.1% since postedas of Oct 23, 4:45 PM ET

1d—

3d+3.1%

1w+7.8%

1m+13.6%

3m+19.6%

6m—

1y—

original post →

$LLYr/ValueInvestingDiscussionbearish

u/Correct_Fall_5484 · 265d ago3 prior · 25% at 3mo

Novo Nordisk wegovy pill is more effective than Eli Lilly’s orforglipron pill

Eli Lilly's orforglipron pill is less effective than existing semaglutide injections (12.4% vs 16.6% weight loss) and faces a longer regulatory timeline, putting the company at a competitive disadvantage against Novo Nordisk in the oral obesity drug market.

At post $1,039.11Now $1,273.46+22.6% since postedas of Oct 23, 4:45 PM ET

1d—

3d-3.9%

1w+1.3%

1m-2.3%

3m-7.6%

6m+11.0%

1y—

original post →

End of results.