📊 Portfolio Pulse: $META (Meta Platforms Inc)$NVO (Novo-Nordisk A/S SPONS ADR)$INDA (iShares MSCI India ETF)
Hi everyone,
Here’s a quick roundup of key developments impacting companies and regions in my portfolio:
📱 𝙈𝙚𝙩𝙖 𝙋𝙡𝙖𝙩𝙛𝙤𝙧𝙢𝙨 ( $META )
Meta is finally monetizing WhatsApp. Ads will soon appear in the “Updates” tab, reaching 1.5B daily users—while private chats remain ad-free and encrypted. Meta also plans to introduce channel subscriptions and promoted content, signaling a major revenue expansion beyond Facebook and Instagram.
💊 𝙉𝙤𝙫𝙤 𝙉𝙤𝙧𝙙𝙞𝙨𝙠 ( $NVO )
Novo is doubling down on obesity treatments:
- Partnered with WeightWatchers to expand access to Wegovy, fulfilled via CenterWell Pharmacy.
- Ended its deal with Hims & Hers over safety concerns tied to compounded semaglutide.
- Signed an 812M AI-driven drug discovery deal with Deep Apple Therapeutics to develop next-gen cardiometabolic therapies.
These moves aim to defend market share against Eli Lilly and diversify beyond GLP-1 drugs.
🌏 𝙄𝙣𝙙𝙞𝙖 𝙈𝙖𝙘𝙧𝙤 𝙒𝙖𝙩𝙘𝙝 $INDA
India’s unemployment rate rose to 5.6% in May, driven by a post-harvest drop in farm jobs. Youth and female unemployment also ticked up. Despite this, the economy grew 7.4% YoY in Q1 and is projected to expand 6.5% this fiscal year.
Let me know what you think and how you are positioning on these events.
Pedro... Show More
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Wed Nov 19 2025 04:02:20 GMT+0000 (Coordinated Universal Time)
