u/Lonely-Rise-1258 — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	0	0	0	—	—	—
3d	1	1	0	0%	-1.8%	-1.8%
1w	1	1	0	0%	-7.0%	-7.0%
1m	1	1	0	0%	-1.4%	-1.4%
3m	1	1	1	100%	+21.0%	+21.0%
6m	1	1	0	0%	-10.9%	-10.9%
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

—

-1.8%

-7.0%

-1.4%

100%

+21.0%

-10.9%

—

Thesis history

$NVOr/ValueInvestingStock Analysisbullish

u/Lonely-Rise-1258 · 357d agono track record yet

Mandatory Novo Nordisk thread

Novo Nordisk is unfairly beaten down due to transitory tariff fears and competitive FUD about Eli Lilly. Despite leadership in diabetes and strong fundamentals (dividend, P/E below average, support level), the market irrationally disconnects company performance from stock price. Management's aggressive strategy signals confidence, and earnings upside combined with overseas market expansion should drive a multi-year recovery.

At post $46.77Now $39.05-16.5% since postedas of Oct 23, 4:45 PM ET

1d—

3d-1.8%

1w-7.0%

1m-1.4%

3m+21.0%

6m-10.9%

1y—

original post →

End of results.