Crash Kilnikov
Substack author of Notes From The Beauty Contest and former buy-side analyst with a healthcare/life sciences focus, known for deep-dive write-ups on companies like Regeneron and for investing commentary.
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Mar 21, 2026 • 1h 51min
Notes From The Beauty Contest
Crash Kilnikov, Substack author of Notes From The Beauty Contest and former buy‑side healthcare analyst, joins to discuss deep dives on undercovered large caps. He explains Regeneron’s mice antibody platform, rapid COVID response, and founder influence. He also talks about BMW’s EV strategy, cost saves, and hidden Rolls‑Royce value. Conversations cover research process, margin stories, and why contrarian ideas attract him.
