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Jack of All Trades: SKORE 02.10.2026 Coke's record 31.2% margin couldn't offset volume stagnation (flat FY25) and 4-5% organic growth deceleration, while Gilead's 45% operating margin expansion (from 30%) and Yeztugo launch success prove HIV franchise durability to 2036—defensive quality diverges based on moat sustainability
Jack of All Trades: High Stakes 02.10.2026 Defensive stalwarts revealed divergent trajectories: Coca-Cola's first revenue miss in 5 years (flat volume, consumer budget pressures) contrasts Gilead's HIV franchise resilience (Yeztugo $800M 2026E, 10% growth ex-Part D), highlighting moat quality
Trade Secrets Pro: All-in Bull Sequences The best plans can easily get set aside. I planned on getting this out earlier in the day but my father came to visit and his plane was delayed by an hour. By the time his plane landed the game was already in the first quarter.
Jack of All Trades: SKORE 02.09.2026 Apollo's $938B AUM (+25% YoY) and >20% FRE growth guidance validates alternatives secular expansion, while BD's "New BD" reshaping (Waters exit, $4B proceeds) positions for stability but highlights medtech's low-growth reality amid tariff/China pressures