Novo Nordisk – an update after the drop and one costly lesson in discipline
Ten days ago I wrote here about my largest position in my portfolio – Novo Nordisk $NVO. At that time the stock reacted with a sharp drop to news from clinical trials, and I wrote that I was prepared to endure that volatility because I believe in the company’s long-term growth potential. Since then the... Read more
Thanks so much for sharing this experience. I think it will help a lot of investors.
I struggled with this at the beginning of trading and investing too, and I made a lot of mistakes. I got carried away and FOMO took over. But it's important to recognize it and try not to repeat those mistakes. From personal experience I know it doesn't always work out 100% of the time.
Anyway, I have shares of $NVO in my portfolio and I plan to hold them long term. After the recent drop I also bought more.
Broadcom delivered strong results and the outlook for this year and next is solid, which is crucial for investors, so the shares are up 7% in pre-market trading. $AVGO makes up a large position in my portfolio and it's clear this company is simply a cash machine. You can't really go wrong investing in it.
What are your thoughts on Broadcom? Do you have $AVGO in your portfolio?
Great news. I don't hold the stock myself, but I wish the investors who have had a rough time with $TTD lately all the best. I believe that if this works out, you'll easily wipe out your losses :D.
Financial markets over the past nearly 40 years have survived almost everything: Black Monday in 1987, the collapse of the Soviet Union, the Asian financial crisis, the bursting of the dot‑com bubble, the September 11 attacks, the global financial crisis of 2008, Brexit, the Covid‑19 pandemic, and the war in Ukraine. Yet the MSCI All Country World index has... Read more
Trump said that the US wants to keep the Strait of Hormuz open at all costs: the administration is set to, through a government agency, offer insurance guarantees for tankers and at the same time prepare the option that the U.S. Navy will escort ships through the strait.
This is seen as an attempt to quickly 'knock down' the risk premium on oil and calm the markets, because once... Read more
🗓️Key events on the markets this week!
This week brings European industrial earnings and very important US macro data.
💻 Monday
Results after the close:
Hewlett Packard Enterprise $HPE – report for the enterprise infrastructure segment.
🚗 Tuesday
Results before the open:
NIO $NIO – the Chinese electric vehicle manufacturer will provide further insight into the dynamics of the local EV...
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I'd also like to add that US exchanges are open from 14:30 to 21:00 until March 27 due to the time change.
Be honest—who held on and who didn’t with shares $MMM?
In 2023 many investors were writing the company off. The shares fell by tens of percent and traded just above $70.
Today the situation is completely different and the shares are worth more than twice as much as three years ago.
What happened, how did the court cases unfold, and how did the company get out of the worst of it?
...Read more
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The company has already weathered the worst, which is good. $MMM is simply a value stock and is probably a suitable choice for conservative investors.
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$2.2B in orders: a solar “turnaround” setup that depends on margin execution
Novo Nordisk – an update after the drop and one costly lesson in discipline
Ten days ago I wrote here about my largest position in my portfolio – Novo Nordisk $NVO. At that time the stock reacted with a sharp drop to news from clinical trials, and I wrote that I was prepared to endure that volatility because I believe in the company’s long-term growth potential. Since then the...
Read more
Zobrazit další komentáře
Thanks so much for sharing this experience. I think it will help a lot of investors.
I struggled with this at the beginning of trading and investing too, and I made a lot of mistakes. I got carried away and FOMO took over. But it's important to recognize it and try not to repeat those mistakes. From personal experience I know it doesn't always work out 100% of the time.
Anyway, I have shares of $NVO in my portfolio and I plan to hold them long term. After the recent drop I also bought more.
Bulios Black
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3 ETFs Investors Are Avoiding in 2026: These Funds Are Falling the Most
Bulios Black
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Oil risk premium is back: a dividend refiner that can turn volatility into cash
Bulios Black
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Broadcom delivered strong results and the outlook for this year and next is solid, which is crucial for investors, so the shares are up 7% in pre-market trading. $AVGO makes up a large position in my portfolio and it's clear this company is simply a cash machine. You can't really go wrong investing in it.
What are your thoughts on Broadcom? Do you have $AVGO in your portfolio?
Zobrazit další komentáře
Bulios Black
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I don't have the stock in my portfolio, but it's great and the results confirm that. When there's a dip, I'd like to add it to my portfolio.
Bulios Black
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China’s Tech Giants Are Under Pressure: These 4 Stocks Are Falling in 2026
🚀 TRADE DESK + OPENAI = BULLISH MOVE?
According to the latest report from The Information, OpenAI has held preliminary talks with $TTD about helping them sell ads on the ChatGPT platform.
📈 Right after the report, TTD shares jumped +9.3% and are now up about 14% in pre-market trading.
Why this could be a big deal:
ChatGPT has already started showing ads — the report suggests this...
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Great news. I don't hold the stock myself, but I wish the investors who have had a rough time with $TTD lately all the best. I believe that if this works out, you'll easily wipe out your losses :D.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
A monthly-paying hotel REIT with an 8% annual yield: income is attractive, but cash quality is the real test
Rise or fall?📈📉
Financial markets over the past nearly 40 years have survived almost everything: Black Monday in 1987, the collapse of the Soviet Union, the Asian financial crisis, the bursting of the dot‑com bubble, the September 11 attacks, the global financial crisis of 2008, Brexit, the Covid‑19 pandemic, and the war in Ukraine. Yet the MSCI All Country World index has...
Read more
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Bulios Black
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A lot is happening right now, but I don't expect a bear market or any extreme moves. I'm sticking to my strategy and holding stocks for the long term.
Bulios Black
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5 U.S. Stocks With the Fastest Revenue Growth Right Now
Bulios Black
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Trump said that the US wants to keep the Strait of Hormuz open at all costs: the administration is set to, through a government agency, offer insurance guarantees for tankers and at the same time prepare the option that the U.S. Navy will escort ships through the strait.
This is seen as an attempt to quickly 'knock down' the risk premium on oil and calm the markets, because once...
Read more
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The main problem is LNG/LPG, not oil.
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Greg Abel’s first Berkshire letter: continuity stays, but the message on performance is sharper
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Mega-Caps With ROE Above 20%: The Elite Club of Capital Efficiency