Ionel Van den Berg
Edited
Good news for one of our largest positions, $NVO (Novo-Nordisk A/S SPONS ADR) It has been upgraded from a hold to a buy with a target of $70. We will definitely keep holding it even after the target is reached, as it is a strong company with solid results. They are aiming to expand their portfolio in obesity treatments and strengthen their position. Since this is an increasingly growing issue, I believe it is wise to keep it as a core position for the long term. The BULLAWARE numbers have been updated and, looking at the full year, we have now climbed to a 9! Last year was a 9.2. We’re almost there! Let's have an even better Q4! $SNOW (Snowflake Inc.) $UNH (UnitedHealth) $NVDA (NVIDIA Corporation) $ASTS (AST SpaceMobile Inc)
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