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A Cure For Novo Nordisk
Seeking Alpha· 2025-08-13 17:34
Novo Nordisk ( NVO ) is a struggling stock in an unloved sector. But the cure for that is lower prices. NVO has now declined 70% to $45, which is around the level where the significant 2022-2024 rally started. This article looks at why this area shouldMy approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. I also invest in ...
DoorDash: Positioned For Profits
Seeking Alpha· 2025-05-28 11:48
DoorDash (NASDAQ: DASH ) released earnings on May 6th to a mixed response. DASH may not be making solid profits, yet, but it is a developing company in its growth stage. Metrics such as operating profits and PE ratios may distract from more importantMy approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. I also invest in r ...