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OGN - SA Interview: Healthcare Investing With Fundamental Diagnosis
Organon & Co.
Fundamental Diagnosis is an individual investor and former sell-side analyst in healthcare at several top investment banks.
The risks of relying too much on the narrative for a stock, how a competitive analysis can serve as a source of idea gen and using a company’s investor presentation in the research process are topics discussed.
Fundamental Diagnosis shares a long thesis on Organon.