3/12/25 :: VROCKSTAR :: 
NVO
Hey now.. mr. mkt. i'll buy some
- i'm the first to tell you, i think pharma is rotton to the core
- but let's play the game here, emotions r a PnL killa
- sub 20x PE for 20-30% GROWTH?
- 4%+ cash yields
- EU's biggest co (and btw that's great orthogonal exposure to US tech)
- healthcare "defensive", and you get growth here?
- looks like i'll be ST call buying to get exposure higher on this sell off... but would also consider adding this to my 1-3% book that i'd like to rent over the coming 3-6 months while we chop sideways.
thoughts?
V
NVOHey now.. mr. mkt. i'll buy some
- i'm the first to tell you, i think pharma is rotton to the core
- but let's play the game here, emotions r a PnL killa
- sub 20x PE for 20-30% GROWTH?
- 4%+ cash yields
- EU's biggest co (and btw that's great orthogonal exposure to US tech)
- healthcare "defensive", and you get growth here?
- looks like i'll be ST call buying to get exposure higher on this sell off... but would also consider adding this to my 1-3% book that i'd like to rent over the coming 3-6 months while we chop sideways.
thoughts?
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.