Valiant Fattens up on Eli Lilly Shares

Why the Tiger Grandcub has made the drug giant its biggest long position and expects interest rates to rise to their historic averages.


Illustration by II

Valiant Capital Partners has made a big bet on Eli Lilly.

The drug giant is currently the largest long equity position of the Tiger Grandcub, accounting for 8.66 percent of the firm’s capital, according to the third-quarter letter, which was obtained by Institutional Investor.


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