Going Public With Ross Mandell

Latest Episodes:

Lumentum Stock: NVIDIA's $2 Billion Bet on AI's Next Bottleneck Nov 02, 2026

Show notes

Join Ross’s Patreon Community for exclusive content and LIVE events

https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator

Could Lumentum stock (NASDAQ: LITE) benefit from AI’s next bottleneck? On Going Public with Ross Mandell, Ross examines NVIDIA’s $2 billion investment in Lumentum and the growing importance of connections between AI chips. Discover why lasers and optical technology are central to his investment thesis as AI data centers demand faster communication between GPUs.

Ross breaks down the limitations of copper wiring and explains how fiber optics, optical transceivers, optical circuit switches, and co-packaged optics fit into the next generation of AI infrastructure. He also examines Lumentum’s revenue growth, profit margins, and the opportunity to supply critical components for expanding data center networks.

This LITE stock analysis covers Wall Street price targets, the recent stock pullback, and what to watch ahead of Lumentum’s November 5 earnings report. Ross weighs the bullish case against valuation risk, competition, volatility, and dependence on continued AI spending. Subscribe to Going Public with Ross Mandell for more analysis of AI stocks, company earnings, and the businesses powering emerging technologies.

About Ross Mandell:

Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.

This content is for informational and educational purposes only and does not constitute financial or investment advice.

🔗 Links & Resources

📌 Book A Call With Ross

https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08

📲 Follow Ross Mandell on Instagram

https://www.instagram.com/rossmandell/

⏱️ Chapters

00:00 Lumentum Stock: The AI Infrastructure Opportunity

00:43 Why NVIDIA’s AI Server Racks Use Miles of Copper

01:34 AI’s Next Bottleneck: Connections Between Chips

02:08 Copper vs. Fiber Optics: How Lumentum Fits In

03:17 Lumentum’s Laser Opportunity Inside AI Server Racks

03:55 Lumentum Earnings: Revenue Growth & Profit Margins

05:23 Lumentum’s Reported Loss & Convertible Debt Explained

06:16 NVIDIA’s $2 Billion Investment in Lumentum

07:07 Optical Transceivers, Switches & Co-Packaged Optics

08:25 LITE Stock Pullback & Wall Street Price Targets

09:47 Lumentum Stock Risks: Valuation, Competition & Earnings

11:04 Ross Mandell’s Lumentum Investment Thesis

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Lockheed Martin Stock: A Missile Boom at a Bargain Price? Oct 29, 2026

Show notes

Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator
Is Lockheed Martin stock (NYSE: LMT) a bargain as missile demand grows? On Going Public with Ross Mandell, Ross examines the investment case for a defense giant facing Washington budget uncertainty while orders expand. Recorded before the company’s October 22, 2026 earnings release, this episode explores whether the stock’s pullback created an opportunity for long-term investors.
Using Lockheed Martin’s second-quarter 2026 results, Ross breaks down its $230 billion backlog, $65 billion in new orders, and growing free cash flow. Discover how Patriot PAC-3 interceptors, THAAD missile defense systems, and F-35 sustainment contribute to the business. Ross also explains the book-to-bill ratio and why rebuilding missile inventories could support years of production growth.
This LMT stock analysis covers valuation, dividend income, Wall Street price targets, and the risks behind the bullish thesis. From congressional funding delays to fixed-price contract losses and cash-flow timing, Ross examines what investors should watch beyond the headlines. Subscribe to Going Public with Ross Mandell for more analysis of defense stocks, earnings, and long-term investing opportunities.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.
This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08
📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/
⏱️ Chapters
00:00 Lockheed Martin Stock: A Missile Boom at a Bargain Price?
01:01 Why LMT Stock Fell: Defense Budget Uncertainty
02:08 Analyst Upgrades & Lockheed Martin’s Stock Rebound
03:17 Lockheed Martin Q2 Earnings: Revenue & Cash Flow Growth
04:00 The $230 Billion Backlog & Book-to-Bill Ratio Explained
05:07 Patriot Missile Demand & U.S. Stockpile Replenishment
05:47 Lockheed Martin’s Patriot & THAAD Production Expansion
07:27 LMT Stock Valuation: Is 18 Times Earnings Attractive?
08:05 Lockheed Martin’s Free Cash Flow & Dividend
08:56 Wall Street’s Lockheed Martin Price Targets
09:21 LMT Investment Risks: Budget Delays, Margins & Cash Flow
11:09 Ross Mandell’s Lockheed Martin Investment Thesis
12:00 Q3 Earnings Checklist: Backlog, Cash Flow & Production

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CoreWeave Stock: Founders Cash Out $3.3B, But Is It Time to Buy? Oct 26, 2026

Show notes

Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator
CoreWeave stock (NASDAQ: CRWV) has fallen sharply while its founders have sold $3.3 billion in shares since the company’s March 2025 IPO. Is this AI infrastructure stock a buying opportunity—or a warning sign? On Going Public with Ross Mandell, Ross examines CoreWeave’s founder stock sales and why Goldman Sachs upgraded the stock to Buy while cutting its price target from $139 to $106.
Discover how CoreWeave’s NVIDIA-powered GPU cloud business serves the growing demand for artificial intelligence computing. Ross breaks down its debt-heavy expansion, GPU-backed financing, and approximately $104 billion in contracted backlog. He also puts the founders’ stock sales into context, including scheduled trading plans and their remaining ownership, while examining the tension between insider selling and retail investor buying.
This CoreWeave stock analysis explores the risks behind the AI infrastructure boom, including rising borrowing costs, customer concentration, and depreciating GPU equipment. Ross explains why investors should watch insider filings, bond yields, and earnings disclosures when evaluating the company’s outlook. Subscribe to Going Public with Ross Mandell for more conversations about AI stocks, Wall Street, and the businesses shaping the stock market.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.
This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08
📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/
⏱️ Chapters
00:00 CoreWeave Stock: Buying Opportunity or Red Flag?
00:59 CoreWeave’s $3.3 Billion Founder Stock Sales Explained
01:38 How CoreWeave’s AI Cloud & GPU Business Works
02:50 How Much Have CoreWeave’s Founders Sold?
03:21 Scheduled Insider Selling & Remaining Founder Ownership
04:38 Why Retail Investors Are Buying the CoreWeave Dip
05:04 CoreWeave’s Debt Risk & Rising Bond Yields
05:51 Goldman Sachs Upgrades CRWV but Cuts Its Price Target
06:34 Goldman Sachs’ CoreWeave IPO & Lending Ties
07:21 CoreWeave’s Bull Case: GPU Financing & $104B Backlog
08:09 CoreWeave Stock Risks: Customer Concentration & GPU Depreciation
09:14 What to Watch: Insider Filings, Bond Yields & Earnings

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Datadog Stock: Is It Too Late to Buy This AI Winner? Oct 22, 2026

Show notes

Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator
Is Datadog stock (NASDAQ: DDOG) still a buy after its strong rally? On Going Public with Ross Mandell, Ross examines how Datadog’s cloud monitoring and observability platform helps businesses track application performance, investigate outages, and manage increasingly complex AI systems. Explore why the growth of artificial intelligence could create a lasting opportunity for this software company.
Ross breaks down Datadog’s Q2 2026 earnings, including 36% revenue growth, $1.12 billion in quarterly revenue, and $279 million in free cash flow. He also explores its expanding AI customer base, Bits AI tools, and “land and expand” strategy, where customers adopt more products over time. With AI companies spending millions annually on its platform, Datadog is already participating in the AI infrastructure boom.
This DDOG stock analysis also covers premium valuation, share-price volatility, and the risk of reduced usage from Datadog’s largest customer. Ross explains his long-term investment thesis and the business metrics investors should watch to evaluate whether growth can meet expectations. Subscribe to Going Public with Ross Mandell for more analysis of AI stocks, cloud computing companies, and long-term investing opportunities.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.
This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08
📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/
⏱️ Chapters
00:00 Datadog Stock & the AI Infrastructure Opportunity
01:00 Datadog’s Founders & Cloud Monitoring Origins
02:09 How Datadog’s Observability Platform Works
03:15 Datadog Earnings: Revenue Growth & Free Cash Flow
04:02 Datadog’s Land-and-Expand Business Model
04:55 How AI Customers Are Driving Datadog’s Growth
05:57 Bits AI Tools & AI Agent Monitoring
06:39 Datadog’s Growth Beyond AI Companies
07:19 DDOG Stock: Valuation, Volatility & Customer Risk
08:56 Datadog Revenue Guidance & Growth Outlook
09:22 Ross Mandell’s Long-Term Datadog Investment Thesis
10:21 Going Public Patreon & Investor Community

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CrowdStrike Stock: Why the AI Arms Race Is Just Getting Started Oct 17, 2026

Show notes

Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator
Could CrowdStrike stock (NASDAQ: CRWD) become a major winner in the AI cybersecurity boom? On Going Public with Ross Mandell, Ross examines how AI-assisted cyberattacks and the rise of AI agents could increase demand for digital protection. Starting with the attacks on South Korean banks, he explores why CrowdStrike’s Falcon platform could play a growing role in securing businesses, cloud systems, and digital identities.
Ross breaks down CrowdStrike’s revenue growth, annual recurring revenue (ARR), Falcon Flex adoption, and free cash flow to assess the company’s long-term growth potential. He also discusses Falcon’s availability in the OpenAI Marketplace and CrowdStrike’s cybersecurity startup accelerator with AWS and NVIDIA, explaining how these initiatives fit into its broader AI security strategy.
This CRWD stock analysis also examines valuation risk, stock-based compensation, competition, and customer trust following the July 2024 outage. For investors researching cybersecurity stocks and AI investment opportunities, the episode outlines the growth drivers, risks, and business metrics worth watching. Subscribe to Going Public with Ross Mandell for more stock market analysis and investing insights.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.
This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08
📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/
⏱️ Chapters
00:00 CrowdStrike Stock & the Rise of AI Cyberattacks
00:38 South Korean Bank Hacks: How Attackers Are Using AI
01:45 How CrowdStrike’s Falcon Cybersecurity Platform Works
02:52 CrowdStrike Earnings: Revenue & ARR Growth
04:04 Falcon Flex Growth & Customer Adoption
04:38 AI Agent Security & the OpenAI Marketplace
06:33 CrowdStrike Free Cash Flow & Profitability
07:18 The 2024 CrowdStrike Outage & Customer Trust
07:52 CRWD Stock Valuation & Investment Risks
08:21 Ross Mandell’s Long-Term CrowdStrike Stock Outlook
09:13 Key Business Metrics for CrowdStrike Investors

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Steve Rifkind: The $500K Deal That Fell Apart Before New Edition Oct 15, 2026

Show notes

Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator
After a proposed $500,000 deal fell apart, Steve Rifkind found an unexpected opportunity with New Edition. On Going Public with Ross Mandell, the Loud Records founder shares the setbacks, relationships, and music marketing instincts that shaped his career in the music business.
From his family’s Spring Records to managing New Edition, Steve explains how he built connections through college campuses, radio stations, record stores, and street marketing. He recalls promoting Fatback Band’s “I Found Lovin’” and discusses why listening to your audience matters. The conversation also touches on Loud Records and Wu-Tang Clan, with practical lessons in branding, word-of-mouth marketing, and recognizing talent.
For entrepreneurs, independent artists, and business owners, this episode explores recovering from failed deals, building valuable relationships, and trusting your judgment. Steve also shares his perspective on artists building independently in today’s music industry. Subscribe to Going Public with Ross Mandell for more conversations about entrepreneurship, investing, and building a business.
About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.
This content is for informational and educational purposes only and does not constitute financial or investment advice.
🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08
📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/
📲 Follow Steve On Instagram
https://instagram.com/steverifkind?xtok=MXZxZ2JiaHpibzgxYw%3D%3D
⏱️ Chapters
00:00 Steve Rifkind Interview With Ross Mandell
04:53 Spring Records & Steve Rifkind’s Music Industry Roots
09:09 Surviving a Heart Attack at 51
15:06 Growing Up With Dyslexia & Facing School Bullies
18:25 Breaking Into the Music Industry at 18
22:58 Street Marketing: Building a Music Industry Network
25:37 Promoting Records in New York’s Nightclubs
28:48 Finding Hit Songs Through Audience Feedback
30:20 Fatback Band’s “I Found Lovin’” & Radio Promotion
32:53 A Rap Cartoon & a $500K Music Deal
35:33 Why Steve Rifkind’s $500K Deal Fell Apart
37:03 How Steve Rifkind Began Managing New Edition
41:45 Loud Records, Wu-Tang Clan & Fat Joe
45:18 Independent Artists: Building Without a Record Label
46:39 Discovering Music Talent & Understanding Your Audience

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She Spent $3 Million on a Machine to Make Water Oct 12, 2026

Show notes

Join Ross’s Patreon Community for exclusive content and LIVE events

https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator

What makes an entrepreneur spend $3 million on a machine to produce water? Patriox founder Teresa Reile joins Ross Mandell on Going Public to discuss the production equipment she says cost $3 million, her oxygen-rich water business, and the journey from meeting an inventor in Hungary to bringing the product to the United States.

Teresa shares her entrepreneurial background, including the 48 companies she says she and her former husband owned. The conversation explores commercial rights, product pricing, and the plans discussed at recording for manufacturing in Georgia and a wellness spa in Florida. Ross and Teresa examine how a personal experience became the motivation for a new business venture.

The interview also covers Teresa’s accounts of prison rehabilitation work in Mexico, community projects in Buffalo, and her personal health journey. Join Going Public with Ross Mandell for a conversation about entrepreneurship, product development, and building a wellness brand. Medical statements and testimonials reflect the speakers’ claims and experiences; this interview does not establish their effectiveness or provide medical advice.

About Ross Mandell:

This content is for informational and educational purposes only and does not constitute financial or investment advice.

🔗 Links & Resources

📌 Book A Call With Ross

https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08

📲 Follow Ross Mandell on Instagram

https://www.instagram.com/rossmandell/

📲 Follow Teresa On Instagram

https://instagram.com/prbytr?xtok=MXgwOXN1Z2EwcDY1cw%3D%3D

https://patriox.us/

⏱️ Chapters

00:00 Meet Teresa Reile, Founder of Patriox

03:44 Owning 48 Companies: Teresa’s Entrepreneurial Background

07:52 Inside Mexico’s Prisons: Rehabilitation and Second Chances

15:10 Tackling Gang Violence and Rebuilding Homes in Buffalo

21:01 What Is Patriox Oxygen Water?

22:44 Teresa’s Cancer Surgery and Personal Health Journey

26:13 Discovering Oxygen Water and Traveling to Hungary

30:39 Partnering With the Inventor Behind Patriox

35:27 Oxygen Water Research: Teresa’s Account

37:39 The $3 Million Water Machine and Exclusive Business Rights

40:19 Patriox Pricing and Plans for a Florida Wellness Spa

44:53 Teresa’s Personal Experience With Oxygen Water

49:56 Oxygen and Mitochondria: Teresa’s Perspective

51:43 Bringing Patriox Manufacturing to the United States

54:35 Ross and Teresa Discuss the Business of Healthcare

57:45 Where to Find Patriox and the Meaning Behind Its Name

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The One Stock That Could Win the AI Agent Race Oct 08, 2026

Show notes

Join Ross’s Patreon Community for exclusive content and LIVE events

https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator

Could Okta stock benefit from the AI agent boom? In this episode of Going Public with Ross Mandell, Ross explores why identity security could become increasingly important as autonomous AI agents access company data, execute tasks, and interact with sensitive systems. Learn why he’s watching OKTA stock and believes the company’s opportunity could extend far beyond passwords and single sign-on.

The discussion covers Okta’s Auth0 acquisition, workforce and customer identity, and the expanding need to secure machines and AI agents. Ross breaks down Okta’s earnings, subscription revenue, contracted business, free cash flow, and improving profitability, examining whether the company can combine financial discipline with a new market for AI security.

Ross also addresses competition from Microsoft, past security incidents, and the risks of expecting an immediate return to rapid revenue growth. Discover why he believes identity and access management could become a critical part of the AI economy—and what Okta still needs to prove. Subscribe to Going Public for more stock market analysis, cybersecurity stocks, and emerging technology investment themes.

About Ross Mandell:

This content is for informational and educational purposes only and does not constitute financial or investment advice.

🔗 Links & Resources

📌 Book A Call With Ross

https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08

📲 Follow Ross Mandell on Instagram

https://www.instagram.com/rossmandell/

⏱️ Chapters

00:00 Okta Stock: Who Controls AI Agents?

01:19 What Is Okta? Identity Security Explained

02:55 Okta’s Auth0 Acquisition: Workforce vs. Customer Identity

03:55 AI Agents and the Future of Identity Security

05:22 How Okta Could Secure the AI Workforce

06:26 Okta Earnings: Revenue Growth and Contracted Business

07:25 Okta’s Enterprise Customers and Switching Costs

08:05 Okta Free Cash Flow, Profitability and Growth Outlook

09:59 Okta Stock Risks: Microsoft Competition and Security Incidents

10:46 Why AI Could Multiply Demand for Identity Security

13:17 OKTA Stock Analysis: Is the AI Opportunity Priced In?

14:43 Join Ross Mandell on Patreon

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NVIDIA's $235 Billion Buyback: What Does Jensen Huang Know? Oct 05, 2026

Show notes

Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator

What does NVIDIA’s $235 billion stock buyback authorization reveal about its future? In this episode of Going Public with Ross Mandell, Ross breaks down NVIDIA stock, Jensen Huang’s strategy, and why he views the expanded share repurchase program as a powerful bullish signal. Explore how the company’s AI business could support both continued growth and substantial returns of capital to shareholders.

Learn how stock buybacks can affect earnings per share, share count, and shareholder value. Ross examines NVIDIA’s free cash flow, stock-based compensation, valuation, and the AI infrastructure spending driving demand for its chips. He also explains why earnings growth matters when evaluating NVDA stock and compares NVIDIA’s approach with Apple’s buyback history.

From NVIDIA’s beginnings at Denny’s to its expansion into robotics, networking, and automotive technology, this episode explores the company’s evolution and the challenges ahead. Ross addresses concerns about AI spending and semiconductor boom-and-bust cycles while explaining why NVIDIA remains his biggest stock position. Subscribe to Going Public for more stock market analysis, AI stocks, and investing insights with Ross Mandell.

About Ross Mandell:
Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.

This content is for informational and educational purposes only and does not constitute financial or investment advice.

🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08

📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/

⏱️ Chapters
00:00 NVIDIA Stock: The $235 Billion Buyback Story
01:05 NVIDIA’s Origins: Jensen Huang and the AI Revolution
02:16 NVIDIA’s $235 Billion Stock Buyback Plan
02:54 How Stock Buybacks Affect Earnings per Share
04:23 NVIDIA Free Cash Flow and AI Infrastructure Demand
05:25 NVIDIA Buyback Math: Share Count and Stock Dilution
06:17 What NVIDIA’s Buyback Signals About Its Future
07:02 NVIDIA Stock Valuation: Earnings Growth and P/E Ratio
07:54 NVIDIA vs. Apple: Buybacks and Shareholder Returns
08:56 NVIDIA Stock Risks: AI Spending and Chip Cycles
09:55 Why Ross Mandell Is Bullish on NVIDIA Stock

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Eli Lilly Stock: Why the Weight-Loss Boom Is Just Beginning Oct 01, 2026

Show notes

Join Ross’s Patreon Community for exclusive content and LIVE events
https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator

Is Eli Lilly stock still in the early stages of the weight-loss boom? In this episode of Going Public with Ross Mandell, Ross breaks down his bullish outlook on LLY stock and explains why Mounjaro and Zepbound could be just the beginning. Explore how diabetes treatments, obesity drugs, and the growing GLP-1 market fit into his investment thesis.

The discussion covers oral weight-loss treatments such as orforglipron, retatrutide’s clinical development, and Lilly’s plans to expand manufacturing and reach more patients worldwide. Ross examines the company’s earnings, revenue growth, and drug pipeline, explaining why he sees an opportunity extending beyond today’s blockbuster injections.

Ross also addresses Eli Lilly’s stock pullback, valuation, competition from Novo Nordisk and other drugmakers, and the execution risks investors should watch. Learn which developments he’s tracking—from clinical trial results and international expansion to production capacity and financial guidance—and why a strong business still needs to justify its stock price. Subscribe to Going Public for more stock market analysis, healthcare stocks, and emerging investment themes.

This content is for informational and educational purposes only and does not constitute financial or investment advice.

🔗 Links & Resources
📌 Book A Call With Ross
https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08

📲 Follow Ross Mandell on Instagram
https://www.instagram.com/rossmandell/

⏱️ Chapters
00:00 Eli Lilly Stock: The Next Phase of the Weight-Loss Boom
01:13 Eli Lilly’s History: From Insulin to Obesity Drugs
02:16 Mounjaro and Zepbound: Eli Lilly’s Revenue Growth
03:21 Orforglipron: The Oral Weight-Loss Pill Opportunity
05:20 Eli Lilly’s Manufacturing Expansion
06:12 Retatrutide Clinical Trials: The Triple-Action Obesity Drug
07:43 GLP-1 Research: New Data and Combination Treatments
08:22 Eli Lilly’s Drug Pipeline Beyond Weight Loss
09:07 LLY Stock Pullback and Revenue Guidance
10:16 Eli Lilly Stock Valuation and Novo Nordisk Competition
11:30 Why Ross Mandell Is Bullish on Eli Lilly Stock
13:18 Eli Lilly Stock: Key Catalysts and Risks to Watch
14:07 Why the Weight-Loss Boom Could Be Just Beginning

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