← Feed

u/Correct_Fall_5484

4 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-4.1%-4.1%
3d44125%-6.4%-4.7%
1w4400%-11.2%-13.0%
1m44125%-21.7%-22.2%
3m44125%-16.9%-15.2%
6m4400%-6.7%-9.0%
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$LLYr/ValueInvestingDiscussionbearish
u/Correct_Fall_5484 · 272d ago3 prior · 25% at 3mo

Novo Nordisk wegovy pill is more effective than Eli Lilly’s orforglipron pill

Eli Lilly's orforglipron pill is less effective than existing semaglutide injections (12.4% vs 16.6% weight loss) and faces a longer regulatory timeline, putting the company at a competitive disadvantage against Novo Nordisk in the oral obesity drug market.

At post $1,039.11Now $1,417.54+36.4% since postedas of Oct 30, 4:45 PM ET
1d—
3d-3.9%
1w+1.3%
1m-2.3%
3m-7.6%
6m+11.0%
1y—
original post →
$NVOr/ValueInvestingDiscussionbullish
u/Correct_Fall_5484 · 272d ago3 prior · 25% at 3mo

Novo Nordisk wegovy pill is more effective than Eli Lilly’s orforglipron pill

Novo Nordisk's Wegovy pill has FDA approval and demonstrated superior efficacy (16.6% weight loss) compared to Eli Lilly's orforglipron (12.4%), with competitive pricing at $149 and first-mover advantage in the oral GLP-1 market.

At post $56.13Now $40.00-28.7% since postedas of Oct 30, 4:45 PM ET
1d—
3d-14.6%
1w-19.2%
1m-35.9%
3m-22.8%
6m-9.2%
1y—
original post →
$MSFTr/ValueInvestingDiscussionbullish
u/Correct_Fall_5484 · 274d ago3 prior · 25% at 3mo

Buy Microsoft at these levels or start DCA’ing now and thank yourself 3 years from now

Microsoft is a diversified company with dominant market positions in Windows and Office 365, Azure growing at 38% and approaching #1 in cloud. The author views this as a rare long-term buying opportunity, recommending accumulation over the next 3 years.

At post $427.58Now $521.91+22.1% since postedas of Oct 30, 4:45 PM ET
1d—
3d-1.6%
1w-6.8%
1m-8.5%
3m-5.0%
6m-8.8%
1y—
original post →
$NVOr/ValueInvestingDiscussionbullish
u/Correct_Fall_5484 · 277d ago3 prior · 25% at 3mo

Novo Nordisk - Buy like there is no tomorrow

Novo Nordisk is a multi-year buy driven by structural tailwinds: European pension fund capital reallocation to European stocks, dominance in insulin supply amid rising type 2 diabetes prevalence, and sustained weight-loss drug demand with room for multiple competitors. Near-term headwinds (Eli Lilly competition, drug price regulation) are secondary to these longer-term growth drivers.

At post $59.90Now $40.00-33.2% since postedas of Oct 30, 4:45 PM ET
1d-4.1%
3d-5.5%
1w-20.0%
1m-40.2%
3m-32.1%
6m-19.6%
1y—
original post →

End of results.