NVO
Novo-Nordisk A/S
stock NYSE ADR

Adobe is either going to pull a META or a UNH....
Or become the next NVO or PYPL.....

Hello,
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I was wondering if you could advise me. I'm wanting to start a Boglehead approach from an existing portfolio and not sure what the best way to go about it would be.
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I hold lots of individual stocks like MSFT, BRK, NEM, GOOG, CAT, V, BLK, NVO amongst others
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I'm up overall 25% after 2 years is it best to liquidate everything and start fresh buying into a global all cap index even if some of my stocks are down overall but would likely recover in the long term. (My MSFT is down 20%) Or should I liquidate selectively. E.g. I have more confidence MSFT will recover long term than Novo
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Thanks in advance!

Can’t wait for NVO to go up 2% and then fall after hours! Yay

NVO could go either way based on competition and regulatory environment. I don’t expect it to be a multibagger at this point, but it has upside.

Damn u/valueinvesting still talking about buying ADBE and NVO

With NVO you would have a triple.

I bought PYPL and ADBE.  NVO I'm not so sure about.  I'm a nerd, not a doctor. 

Adobe is the new MSFT and NVO, I guess a lot of ppl are bagholding

get in loser we're going NVO posting

What happened to NVO?

The problem isn't with service now's ability to sell/generate money. Nearly every SaaS company outside of a few have released consistent and good growth stories.

The issue with SaaS is sentiment. Everyone is investing in infrastructure and safe consumer bets. The storyline around SaaS would need to change and none of us are really in a position to do that. Some day that sentiment may change or every SaaS company could sit at ADBE, NVO and LULU sub 10 p/e's for the rest of time.
I work in the fintech industry as an AI engineer and our pipeline for AI solutions spans 10 years AND we just rolled out a huge service now implementation.
I do like SaaS at its current valuations, however AI and sentiment is a real danger. If AI infrastructure names keep slamming record backlogs, profits and spend for the next 5 years. SaaS will greatly underperform. If we see infra spending cool we could see a sharp recovery.

To be perfectly fair, Foundayo seems to have lower nausea and GI side effects but not as significant that it warrants it being superior due to all that you mentioned (which i agree with).
Wegovy is just best in class and there will be Cagri pill aswell so NVO is dominating the pill game by a long shot... and pill market seems to have completely rewritten the playing field.
Wegovy pill launch seems to be best drug launch in all history...

I mean, there are some PayPal folks here too. Not to mention the NVO bag holders.

I get it for NVO but for crm or now or adbe or even msft how do you know ehrb the knife stopped falling? 😅

Vår Energi, Equinor, Aker BP, TLK, NVO, Nordea, BNP, LVMH

You forgot NVO.

I lost $1000 on NVO after following advice here.

MSFT has a much deeper moat than PYPL/NVO.

NVO is the best value play today, i will start posting everyday till it get backs to its true value

more like something in between i would say. Microsoft might be NVO in few years though