Calls
1
u/krillin_hero
Reddit r/ValueInvesting
Win Rate
0.0%
return
-14.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 03
$50.51
-14.2%
The author argues Novo Nordisk's disappointing 2026 guidance shouldn't surprise anyone who followed management's prior statements that improvement was only expected in 2027, before the MFN issue. He contends investors shouldn't buy NVO unless they can hold until then, noting the pill-driven momentum was only step one. The implied thesis is to hold or buy for a 2027 recovery rather than react to near-term guidance.
GLP-1 / Obesity
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u/krillin_hero has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: NVO.
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