Novo Nordisk

Johnson & Johnson $JNJ is considering the sale of its DePuy Synthes orthopedic division, which it originally planned to spin off as a standalone company. The potential value of the transaction is estimated at more than $20 billion.

How are you handling bleeding markets?

Hi,

Stocks—mostly those of technology companies—have finally corrected a bit after a long time. I’m curious about your approach and how you plan your next steps. Personally, right now I’ll probably wait and save up more capital. At the same time, I’ll slightly trim my positions. For example $MSFT $NVO $BTCUSD $SPGI .....

Which stocks do you...
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Today was an extreme sell-off. The only thing annoying me is $NVO, where I’ve been bleeding for a long time, and just when it looked like things were turning for the better, we got hit. Unfortunately, there’s nothing to be done.

Who are your top picks right now? At current prices I have three — $MSFT, $FICO (it’s brutal, but it could still go a bit lower 🤣) and $SPGI

Hi, as for $ADBE, I think we all have it clear — an incredibly cheap stock with great numbers confirming that the AI business is strengthening. The biggest gem in the market and, in my opinion, a clear buy. Another value is in $NVO, although it's unpredictable there. Then $FTNT — valuation-wise the best in the sector, which has unique traits that allow it to outperform the...
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Novo Nordisk $NVO – My largest equity position and why I hold it

Novo Nordisk ($NVO) is my largest equity position, making up 11.5% of the portfolio value with an unrealized gain of 31.29%. As a leader in diabetes and obesity treatment (e.g., Ozempic and Wegovy) it’s on an upward trend – it rose 9.12% on January 16, 2026, closing at $62.33. I plan to hold it long term because of...
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🚨 A sneak peek at my $50,000 PORTFOLIO at year-end.

✅ +27.13% YTD return | Updated 30.12.2025

Wishing you lots of success in the New Year, colleagues❗

$GOOGL $AMZN $SOFI $NVDA $ASML $UBER $NFLX $UNH $V $ABNB $DUOL $FICO $NVO

Which sector besides technology do you find most interesting right now and see potential in?

In my opinion, the healthcare sector certainly has a lot of strength; it has been growing significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.

As my second choice I would pick fintech, because not only young people today dislike traditional banks....
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Which sector, besides technology, do you find most interesting right now and see potential in?

In my opinion, the healthcare sector is definitely very strong; it has grown significantly in recent years, and we can clearly see that in companies such as $NVO or $LLY.

As a second choice, I would pick fintech, because not only young people today dislike traditional banks. Companies...
Read more

Novo Nordisk $NVO is nicely returning to previous levels. Do you know what caused that rebound and upward trend? I'm glad I added to my position :). What scenario do you see for the future and what is your outlook going forward?

Where do you see opportunities to buy right now?

Hi,

I still see $NU and $ASML $TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think that so I have something to read. Thanks :)

Where do you see buying opportunities right now?

Hi,

I still see $NU and $ASML $TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think so — I'd love something to read. Thanks :)

Which stocks are you planning to buy this week?

I will definitely be overbought $TTD after a big and exaggerated drop. Slowly $NVO is starting to rise as well , so I'll increase that position some more.

Shares of $NVO have started to rise in recent days after a new weight loss pill from $LLY showed less efficacy than their drug Wegovy. I think this is great news and maybe the sentiment could have turned around on NVO and the stock could continue to rise.

What do you think about this news? Do you think it's enough for the stock to finally go up now?

📅 This week's key market events!
Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:

🔵 Monday
Results before the markets open:
OnSemiconductor $ON - need to watch demand for chips in the automotive sector
Tyson Foods $TSN - price...
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Trump plans to raise tariffs on the European Union again. He wants to impose a 30% tariff on member states. European stocks are likely to fall on Monday, which could create interesting opportunities. If that happens, I would like to buy $ASML and $NVO.

What are your thoughts on this? Which European stocks would you potentially buy?