“Who am I to tell you anything, even less everything that matters?” Or that there are only three questions that matter and I know what they are? Why should you worry about reading all of this? Why listen to me at all? ”
This is the opening paragraph in one of Kenneth Lawrence Fisher’s books, “the only three questions that matter: investing knowing what others do not do it”. Fisher has more than ten books in his name, but that is not why investors pay attention to what he has to say whenever he says. Known by the name of Ken Fisher, the 74 -year -old man is ranked at post 212 in the last list of billionaires in Forbes (March 11, 2025). It was thanks to the $ 11.2 billion in wealth that he raised by Fisher Investments, a company that has more than $ 270 billion in management assets.
Fisher has a lot to say on the market, and he is an active commentator on current events. As you can imagine, he had something to say about Trump’s prices. On Tuesday, March 11, 2025, President Trump doubled tariff talks, threatening to double the rate planned for aluminum and steel imported in Canada at 50%. He said the samples would be taken within 24 hours and that if Canada did not play ball, it would “establish prices on Canada’s cars so high that they would permanently close the Canadian automotive industry,” said New York Times.
President Trump gave TIFF four reasons with Canada. By increasing Canadian aluminum and steel prices, the president argued that this decision is a response to Ontario which increases the prices of electricity exported to the United States. He also mentioned the concerns about fentanyl traffic, high -imported levies from dairy imports, and that prices are the “broader strategy of the current administration aimed at using an economic lever effect to respond to national security problems and promote national manufacturing”.
Fisher agrees with President Trump, but only with regard to the negotiated prices. In a recent video published on YouTube, he explains that prices are rarely fully applied and maintains that the real impact of prices is often much smaller than people fear it. The samples can be set at 10 to 15%, but the real impact of costs on goods is generally about 1.5%. He also underlines that the markets often react excessively to the pricing announcements, causing unnecessary fear and volatility.
In other words, Fisher’s spirit is clear that the current sale on the US stock market is an excessive reaction that will be settled. It is impossible to challenge with a person whose stock choices have generated so much value in so many years. Fisher Asset ManagementFisher Investments’ investment vehicle currently has 975 assets, with a calculated portfolio value of $ 251 billion. This value has increased considerably in the past 10 years, with a slight bump during the COVID-19 pandemic.
We have painted the deposits of the fourth quarter of Fisher Asset Management 2024 to identify the highest growth actions in which the company is invested. According to the resulting data, we settled on the first 13 choices of growth actions and analyzed them to determine why they stand out as growth choices. Finally, we have classified the actions in the order of ascending according to the value of the participations in management of Fisher assets while detailing the feeling of hedge fund around each actions.
Why are we interested in the stocks in which the hedge funds stacked? The reason is simple: our research has shown that we can surpass the market by imitating the main choices of stock of the best hedge funds. The strategy of our quarterly newsletter selects 14 shares with small capitalization and large capitalization each quarter and has rendered 373.4% since May 2014, beating its reference with 218 percentage points (See more details here).
Eli Lilly and Company (Lly): among the most important choices of growth in billionaire Ken Fisher
A range of pharmaceutical pills with the company logo on the bottle.
Pape in stocks by Fisher Asset Management: $ 4.04 billion
Number of hedge funds having participations: 115
The American pharmaceutical giant Eli Lilly and Company (NYSE: LLY) has discovered, developed and marketing drugs since 1876. It has distinguished itself as one of the best growth stocks, with a solid pipeline of diabetes and weight loss drugs. Its drugs approved by GLP-1 in Zepbound (weight loss) and Mounjaro (diabetes) continue to generate billions of dollars in income and should be key growth engines.
He also boasts of Kisunla, a medication ready to strengthen his perspectives in the Alzheimer’s treatment segment. Eli Lilly and Company (NYSE: LLY) also designed a strategic partnership with ATKINS ONCOLOGY to develop radiopharmaceuticals and targeted cancer treatments. In addition, the company has announced its intention to invest $ 27 billion in four new manufacturing locations while it tries to reintegrate the production of key drugs in the midst of high market demand. Eli Lilly plans to avoid the risk of losing sales due to high demand by strengthening operations.
The high demand for products was the catalyst behind solid financial results in 2024, revenues increasing by 32% to 45.04 billion dollars. Net profit has doubled at $ 10.6 billion because it also generated $ 8.8 billion in operations cash flow. Solid financial results leave Eli Lilly and Company (NYSE: LLY) in a solid position to continue to reinvest in its pipelines to maintain long -term growth.
Overall, lly rank 9th On our list of most important growth choices in billionaire Ken Fisher. While we recognize Lly’s potential as an investment, our conviction lies in the conviction that AI actions are more promising to offer higher yields and do it within a shorter period. If you are looking for a stock of AI which is more promising than Lly but which is negotiated within 5 times its winnings, consult our report on the Stock Ai the cheapest.
