RasmusVT's profile picture. Holdings: $MELI $SE $AG1 $NU $TSLA $SOFI $NVO $HIMS $CPNG $GRAB $KSPI $OPEN $DUOL $CVNA $RKLB

RasmusVT

@RasmusVT

Holdings: $MELI $SE $AG1 $NU $TSLA $SOFI $NVO $HIMS $CPNG $GRAB $KSPI $OPEN $DUOL $CVNA $RKLB

RasmusVT reposted

A bet on time $MELI People keep asking if they should buy $MELI because it’s “cheaper” now at around a $100B valuation after a 20% decline or a so called “correction”. I don’t love answering questions like that because it depends on too many personal factors such as temperament,…


RasmusVT reposted

The market is just wrong about $NVO.. It’s still ahead of $LLY in the weight-loss market. Novo’s oral GLP-1 will be launched later this year while Lilly’s oral weight-loss pill is expected in early 2026. Novo’s oral drug led to 13.6% weight-loss after 72 weeks while Lilly’s…

thexcapitalist's tweet image. The market is just wrong about $NVO..

It’s still ahead of $LLY in the weight-loss market.

Novo’s oral GLP-1 will be launched later this year while Lilly’s oral weight-loss pill is expected in early 2026.

Novo’s oral drug led to 13.6% weight-loss after 72 weeks while Lilly’s…

RasmusVT reposted

Novo Nordisk is down over 50% year-on-year—but Jyske Bank calls it a golden buying opportunity. Despite short-term uncertainty, the bank says $NVO has some of the sector’s most attractive growth prospects, with expected annual sales growth of 16% through 2027 (vs. ~9% for the…


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