SMPL
The Simply Good Foods Company Common Stock
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This is the popular view, but I don't think that people are really aware of the full scope of programs and businesses NVO has the opportunity to diversify into - along with their excellent record of returning value to share-holders and steadily growing revenue. Too many people are focusing on obesity without zooming out, and this is the exact same thing that happened to Google just an year ago when it was trading at 150 dollars a share: zoom out and you will see a vastly different picture. Over time, I'm quite confident that the current management team and programs will return quite a lot to its shareholders but it will take some patience since the market sentiment right now is extremely negative towards it. On the TTD front, it's in the same category and many people believe that Amazon will replace it or that it's easy to replace their software due to AI: I'm a contrarian to this view and I do not believe that it will make much of a dent to their bottom line any time soon, but we will have to wait an see. Either way: markets have created a steep discount to the shares for both companies and have priced in disaster on every front, so the downside to me looks limited while the upside could be quite substantial, which is why I'm keeping a close eye on both at the moment. TTD will be a strong acquisition target (by Amazon) if it discounts 20-30 percent more from today's price so I'm keeping a strong eye on them. NVO I would say will continue delivering a lot of value to shareholders over time, but I'm waiting for a bit more of a discount on their shares and a bit of a sentiment turn-around (which will take some time). My target price there is \~35 dollars and if I were to buy the shares. Also a disclosure: I do not own any of the stocks listed above -- I'm simply being patient and waiting for an even larger discount on all fronts. My favourite ones right now are probably CRMD, DLNG, OEC, SMPL, VITL, and BOSC.

This is the popular view, but I don't think that people are really aware of the full scope of programs and businesses NVO has the opportunity to diversify into - along with their excellent record of returning value to share-holders and steadily growing revenue. Too many people are focusing on obesity without zooming out, and this is the exact same thing that happened to Google just an year ago when it was trading at 150 dollars a share: zoom out and you will see a vastly different picture. Over time, I'm quite confident that the current management team and programs will return quite a lot to its shareholders but it will take some patience since the market sentiment right now is extremely negative towards it. On the TTD front, it's in the same category and many people believe that Amazon will replace it or that it's easy to replace their software due to AI: I'm a contrarian to this view and I do not believe that it will make much of a dent to their bottom line any time soon, but we will have to wait an see. Either way: markets have created a steep discount to the shares for both companies and have priced in disaster on every front, so the downside to me looks limited while the upside could be quite substantial, which is why I'm keeping a close eye on both at the moment. TTD will be a strong acquisition target (by Amazon) if it discounts 20-30 percent more from today's price so I'm keeping a strong eye on them. NVO I would say will continue delivering a lot of value to shareholders over time, but I'm waiting for a bit more of a discount on their shares and a bit of a sentiment turn-around (which will take some time). My target price there is \~35 dollars and if I were to buy the shares. Also a disclosure: I do not own any of the stocks listed above -- I'm simply being patient and waiting for an even larger discount on all fronts. My favourite ones right now are probably CRMD, DLNG, OEC, SMPL, VITL, and BOSC.