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Gilead Sciences Stock Analysis (Episode010)

The DIY Investing Podcast

Release Date: 01/14/2019

136 - Selling Stocks for Value Investors (Part 1: Strategy Matters) show art 136 - Selling Stocks for Value Investors (Part 1: Strategy Matters)

The DIY Investing Podcast

Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: Mental Models discussed in this podcast: Second-Order Effects Mean Reversion Factor Investing Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Show Outline Selling Series A lot of time is spent on buying stocks. Yet, almost just as important, if not more is knowing when to...

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135 - Investing in the Face of Uncertainty show art 135 - Investing in the Face of Uncertainty

The DIY Investing Podcast

Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: Mental Models discussed in this podcast: Second-Order Effects Mean Reversion Factor Investing Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Show Outline Today’s podcast will focus on a single precept: You can’t predict the future First and Second Order Effects ...

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134 - Dollar Cost Averaging into Individual Stocks show art 134 - Dollar Cost Averaging into Individual Stocks

The DIY Investing Podcast

Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: Mental Models discussed in this podcast: Look-Through Earnings Dollar Cost Averaging Earnings Yield Opportunity Cost Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel: 

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133 - How to Solve the Dead Money Problem? show art 133 - How to Solve the Dead Money Problem?

The DIY Investing Podcast

Mental Models discussed in this podcast: Dead Money Opportunity Cost Time is Money Intrinsic Value Compounding Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Show Outline The Dead Money Problem and Solution “If you remember only one thing today: Time is Money”  What is Dead Money?  Any asset you own that is not growing intrinsic value...

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132 - Is it better to pay management fees or performance fees? show art 132 - Is it better to pay management fees or performance fees?

The DIY Investing Podcast

Mental Models discussed in this podcast: Incentives Skin-in-the-Game Accredited vs non-Accredited Investors Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Show Outline Key Concepts for thinking about compensating a Portfolio Manager Management Fees  Management Fees are priced a percentage of the assets under management.  A 1% management...

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131 - How to choose an Investment Manager? show art 131 - How to choose an Investment Manager?

The DIY Investing Podcast

Mental Models discussed in this podcast: Opportunity Cost Alpha Superpower of Incentives Competitive Advantages Process vs Results Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Show Outline Key Concepts for selecting a Portfolio Manager Choosing an investment manager is a lot like choosing a stock Don’t invest in anything you don’t understand...

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130 - How to invest during a crisis? show art 130 - How to invest during a crisis?

The DIY Investing Podcast

Mental Models discussed in this podcast: Stress Testing Time Horizon Stoicism Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Show Outline The full show notes for this episode are available at  Key Concepts for Investing during a Crisis Stress Testing - Bankruptcy Risk? Goal: Survive Stress test businesses not stocks Focus on Fundamentals ...

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129 - What is the role of a Catalyst in Value Investing? show art 129 - What is the role of a Catalyst in Value Investing?

The DIY Investing Podcast

Mental Models discussed in this podcast: Catalyst Activation Energy Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Support the Podcast on Patreon This is a podcast supported by listeners like you. If you’d like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at . Show Outline...

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128 - Key Investing Ratios: P/E, P/S, ROA, ROE, Gross Margin show art 128 - Key Investing Ratios: P/E, P/S, ROA, ROE, Gross Margin

The DIY Investing Podcast

Mental Models discussed in this podcast: Investing Ratios Break Points Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Support the Podcast on Patreon This is a podcast supported by listeners like you. If you’d like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at . Show...

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127 - Scuttlebutt on Overlooked Companies show art 127 - Scuttlebutt on Overlooked Companies

The DIY Investing Podcast

Mental Models discussed in this podcast: Scuttlebutt Quality Investing Capital Stack Dark Stocks Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Support the Podcast on Patreon This is a podcast supported by listeners like you. If you’d like to support this podcast and help me to continue creating great investing content, please consider becoming a...

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More Episodes

Gilead Sciences is a biopharmaceutical company with a focus on treating and curing diseases.  Their areas of focus include HIV, Hepatitis C, Oncology, Inflammation, and NASH. 

Gilead Sciences (GILD)

  • Business Model Overview
    • HIV
    • Hepatitis C
    • Oncology/Cancer Treatment (KITE) – Yescarta
    • Inflammation - Filgotinib
    • NASH (Liver disease) – Selonsertib
      • Leading cause of liver transplants. Generally related to Obesity
    • Durability
    • Competition
    • Quality and Growth
    • Capital Allocation
    • Value
    • Potential Errors
    • Conclusion

Show Notes available at DIYInvesting.org

The full show notes for this episode, including my outline for today's podcast, are available at https://www.diyinvesting.org/Episode6

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