I’ve been putting off writing this one. Partly because I didn’t want to face it, and partly because every time I sit down to look at my Novo Nordisk position, the number just looks worse. As of today, I’m down about 27% on my total investment in NVO. It stings. Not in a “there goes…
I don’t know why I hadn’t thought of it before. Today I decided to upload my portfolio to “Gemini Pro 3” and see what it thought about it. Now that’s just the currency of my holdings, not the underlying assets. I think about 6-9 months ago, I became very bearish on the US Dollar and…
The two main stocks that I own in the Public Portfolio have not done well so far. (I also own a Total Stock Market ETF.) Coursera is down about 11% from where I bought it. I guess they’re not benefiting from the relationship with OpenAI ChatGPT that I thought they would. And Novo Nordisk is…
Criteria #1: I like to see consistent revenue growth over time. To start, let’s look at how its revenue and earnings have grown over time. Novo Nordisk appears to grow its revenue consistently over time. Of course, it’s hit a home run with its weight loss drug, Ozempic. As I mentioned in the Eli Lilly…
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