Category: Portfolio Management

Eli Lilly and Company (NYSE: LLY) was founded almost 150 years ago in 1876 by Colonel Eli Lilly and it is one of the leaders in the healthcare industry. The company has its HQ in Indianapolis, Indiana, has more than 44,000 employees and its products are marketed in approximately 105 countries, as can be seen in their website. They have a growing portfolio of medicines in key areas, which are:  Alzheimer's Pain; Cancer; Immunology; Diabetes;  Obesity. These last two categories are the main reason why the stock is rallying lately, thanks to its new obesity and diabetes drugs Mounjaro and Zepbound. Another factor that is pushing the stock price up, is their new Alzheimer’s drug, which is in late-stage trials.  In 2024, the company had an impressive performance of +45.82%…

Moody’s Corporation, founded in 1909, has its headquarters in New York City. Moody’s Corporation operates as an integrated risk assessment firm globally, they provide market credit ratings, research, tools, and analysis. Moody’s Ratings (previously known as Moody’s Investor Service) is the part of the company that deals with credit ratings. Its ratings and research in this field cover debt instruments and securities issued by various entities, including corporations, financial institutions, government, and government-related entities. They measure the credit risk of obligors and issuers. This part of the business generates revenue through various channels: Rating Fees: Issuers of debt instruments pay fees to Moody’s to rate their debt. The price of these fees depends on the instrument’s complexity. Annual Fees: Moody’s generally charges companies annually to keep their credit ratings up…

May 5th, 2024 - Founded in 1926, United Airlines is an international airline company with more than 100,000 employees headquartered in Chicago, Illinois that provides air transportation services worldwide. Its business lines include people transportation, which is the primary source of revenue, and cargo transportation, which offers freight and mail services. These two segments contribute to form the company’s operating income, alongside with other revenue, that includes revenue generated from third-party businesses such as maintenance services and flight academy.  The company’s motto is “Connecting People. Uniting the World” and it is what drives its decision making. Their approach, as reported in their website, is based on seven pillars: safety, environmental sustainability, people and human capital, community, supply chain integrity, cybersecurity, and governance.  The company is also very active on ESG,…