u/Icy-Action-4742 — thesis ledger

Window	Theses	Win rate	Avg return	Median return
1d	1	—	-1.8%	-1.8%
3d	1	—	-1.8%	-1.8%
1w	1	—	+5.7%	+5.7%
1m	1	—	+2.9%	+2.9%
3m	1	—	+1.5%	+1.5%
6m	1	—	+0.0%	+0.0%
1y	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

—

-1.8%

—

-1.8%

—

+5.7%

—

+2.9%

—

+1.5%

—

+0.0%

—

Thesis history

$NVOr/ValueInvestingDiscussionneutral

u/Icy-Action-4742 · 352d agono track record yet

Trump announces NVO deal live at the White House, stocks have already jumped an immediate 5% from -3% on the day to +2%

Novo Nordisk announced major pricing changes at the White House: Medicare beneficiaries will pay $50/month for Zepbound starting April 1, 2026, and an oral version is coming soon. Lower consumer prices should boost volume but compress margins, creating offsetting bullish and bearish dynamics.

At post $44.30Now $39.05-11.8% since postedas of Oct 23, 4:45 PM ET

1d-1.8%

3d-1.8%

1w+5.7%

1m+2.9%

3m+1.5%

6m+0.0%

1y—

original post →

End of results.