
Bill Combs
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?
Have you been surprised by the results of any companies recently, either positively or negatively?
I was pleased with $META and surprised by the negative reaction of $TTD stock on Thursday . The results were good, but unfortunately investors panicked because of the outlook and the departure of the CFO.
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I am satisfied so far and most of the results have been good. Let's see if the clauses don't creep into the results over time.
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I have a few stocks in my portfolio and the drop is horribly exaggerated. Everyone is panicking, but the business hasn't changed and the results have been good.
Shares of $AAPL rose 5% yesterday on news that Apple is investing an additional $100 billion in the US. I have sold $AAPL stock this year and moved my money into $GOOG and $AMZN. Apple no longer strikes me as an interesting company and growth is slowing.
Do you still consider $AAPL a growth stock?
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I don't have any shares in my portfolio and probably won't buy any. This sector is very complex and also the $NVO thing is more interesting right now.
I think $BRK-B is already at a decent discount. The stock is down 14% since its ATH and the decline may not be over yet. While the S&P 500 continues to rise, $BRK-B is headed in the opposite direction and I think that creates a very interesting opportunity. I may finally establish a position.
How do you see it? Are you buying $BRK-B at a discountright now ?
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Hey, I'm thinking about it too, but I'm holding back for now. I realize it may not get there at all, but I would like a price somewhere around $400, after all, Buffett won't be around much longer, as of the new year the company will be going purely without him, and I'm not saying he's the only one who can do it, but without him I think the company will lose some popularity and interest which could lead to a sell-off, and most importantly, by the next few years I don't think there will be as much growth and I see it more as a kind of "insurance policy" in the portfolio. 😊
Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.
What is your opinion on the current valuation of $PLTRstock ?
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The stock is extremely overpriced and it doesn't make sense to me to buy it now.
Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.
What is your opinion on the current valuation of $PLTRstock ?
What do you think is the difference between investment and speculation?
To me, an investment is something that has fundamentals and intrinsic value backed by numbers. I invest with the belief that it makes sense in the long run.
Speculation is the opposite for me. It's more of a bet that sentiment will change or that results will improve in the future, but it has no value now.
This week has been pretty interesting overall and a lot has happened. Some stocks have fallen significantly, which has also created interesting opportunities. I bought into $AMZNafter the drop and put some money into BTC as well.
What stocks are you buying now? Where do you see interesting opportunities?
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That $NVO is obviously very cheap and the fundamental remains the same, so I'll be overbought.

Shares of $NIO soared 10% yesterday after the company launched a new SUV. They've been doing well lately and the stock is already up more than 30% in the last month. Many investors are still losing money on this stock, but sentiment may be starting to turn and the stock could continue to rise.
Do you still hold shares of $NIO? Are you still in the red, or have you already taken...
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For me, China is still a big risk and I don't trust those companies, so I prefer to focus on those European car companies.


Shares of $SOFI ended yesterday with only a +6% gain after strong results. However, after the market closed, the company announced a public stock issuance of approximately $1.5 billion, sending the stock down 8%. It's not ideal and I'm not happy about it, but I believe the stock will bounce back soon.
What do you think? Do you think it's the right move?
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They need the money, and such a correction doesn't matter at all because the stock will come back quickly.

I sometimes think about including aerospace stocks in my portfolio, but I can never decide if they are cheap or expensive. Both $UAL and $DALstocks have fallen nicely this year, but even so, they don't look cheap to me.
Do you find $UAL and $DALstock fairly priced, or would you wait to buy?
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The results were good and the stock is slowly rising now. The stock has fallen a lot this year, but I believe it will improve.