In short: Cited third on EPS growth: "Exelixis: +61.2%" — sixth on the sort, behind IHG, AppLovin, Nvidia, PDD and Booking. Gross margin 96.4%, ROIC 41.7%, revenue CAGR 16.1%. A single-franchise oncology drug company (cabozantinib) — the kind of patent-cliff business a backward-looking growth screen cannot see. Listed only; first mention in this archive.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.