Why I Tripled My Novo Nordisk Position

Core Insights - Novo Nordisk A/S (NVO) was previously rated as a "Buy" in May 2025, but the stock has since declined by 26% [1] Company Analysis - The analysis focuses on high-quality companies that can outperform the market over the long term due to competitive advantages and high levels of defensibility [1] - The focus is primarily on European and North American companies, without constraints on market capitalization, covering both large cap and small cap companies [1] Analyst Background - The analyst has an academic background in sociology, holding a Master's Degree in Sociology with an emphasis on organizational and economic sociology, as well as a Bachelor's Degree in Sociology and History [1]