Vials, Tubes, & Billion-Dollar Niches w/ Jon aka. Borlaug
Welcome to another episode of the Best Anchor Stocks podcast. This time I was lucky enough to be joined by Jon (author of The Borlaug Report) and we decided to focus on the profitable niches one can find in the lifesciences industry and what makes them great. We discussed...
The distinction between healthcare and lifesciences
The entire workflow of a drug
CROs
The Fill & Finish Industry
AI and healthcare
...
I am not afraid to say this is likely one of the best episodes I have published on the podcast (albeit I am biased because I very much enjoy Jon’s work). I would also recommend following the podcast in your favorite platform as there’s great content coming.
You can listen to it on Spotify/Apple Podcasts:
or Youtube:
Throughout the episode we discuss some topics that I’ve written about before for free. You can read my Stevanato write up here:
And my article discussing AI here:
Paid subscribers also get access to the transcript (among other perks like access to all the in-depth reports and recurring articles). Just as a heads up, I am already working on my next in-depth report which I plan to publish in April.
Intro
Leandro: So John, welcome to the show. I'm very excited for this episode. I think I told you before recording that I think this will be probably one of the most popular episodes of the show. We're going to talk about a very interesting industry…I think an industry that's right now, we could say probably out of favor and that has gone through quite a bit of volatility through the pandemic. We're going to be talking about healthcare, and more specifically about some sub-segments of healthcare. So before starting, maybe give a presentation of yourself and tell the audience who you are.