u/hmm_interestingg — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+7.3%	+7.3%
3d	1	1	1	100%	+9.3%	+9.3%
1w	1	1	1	100%	+7.0%	+7.0%
1m	1	1	1	100%	+23.3%	+23.3%
3m	1	1	0	0%	-24.1%	-24.1%
6m	1	1	0	0%	-6.9%	-6.9%
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

100%

+7.3%

100%

+9.3%

100%

+7.0%

100%

+23.3%

-24.1%

-6.9%

—

Thesis history

$NVOr/ValueInvestingStock Analysisbullish

u/hmm_interestingg · 307d agono track record yet

NVO is an absolute no brainer

Novo Nordisk is trading at 13x PE versus competitor Eli Lilly at 52x despite similar revenue growth, driven by irrational fear. The company has sticky, growing obesity and diabetes treatment demand, and the upcoming pill launch should outperform the successful injectable, making current valuations at 2021 levels a compelling reentry point.

At post $45.81Now $39.05-14.8% since postedas of Oct 23, 4:45 PM ET

1d+7.3%

3d+9.3%

1w+7.0%

1m+23.3%

3m-24.1%

6m-6.9%

1y—

original post →

End of results.