- Small Cap Value
- European Investor 🇪🇺
- Nordic Stocks 🇩🇰🇳🇴🇸🇪🇫🇮🇮🇸🇫🇴🇬🇱
People living with obesity, when medically advised, may use GLP-1 therapies.
The effect of these medications is enhanced when combined with physical activity, a healthy diet, and long-term follow ups.
People living with obesity, when medically advised, may use GLP-1 therapies.
The effect of these medications is enhanced when combined with physical activity, a healthy diet, and long-term follow ups.
Because... that company is literally here.
$ADBE #ADBE 🎨💻🔥
Because... that company is literally here.
$ADBE #ADBE 🎨💻🔥
• forward EPS ~24 USD
• ROIC ~28%
• gross margin ~89%
• operating margin ~36%
• recurring revenue ~90% 🔁
• 10y revenue CAGR ~15% 📊
• FCF margin ~40% 💵
• R&D spend ~18% of revenue 🧪
Asking for a friend called $ADBE (share price ~320 USD) 📈🔥
• forward EPS ~24 USD
• ROIC ~28%
• gross margin ~89%
• operating margin ~36%
• recurring revenue ~90% 🔁
• 10y revenue CAGR ~15% 📊
• FCF margin ~40% 💵
• R&D spend ~18% of revenue 🧪
Asking for a friend called $ADBE (share price ~320 USD) 📈🔥
• Organic growth: +6% 🚀
• LFL: +2% 📈
• Revenue: DKK 6.27B 💎
• Gross margin: 79.3% (-80bp) 📉
• EBIT margin: 14.0% (-210bp) ⚙️
• EPS: 6.3 DKK (-14%, +5% FX-adjusted) 🌐
• US LFL: +6% 🇺🇸
• Europe LFL: -1% 🇪🇺
• RoP LFL: +6% 🌍
#PNDORA #PNDORA.CO #Pandora #2025Q3
• Organic growth: +6% 🚀
• LFL: +2% 📈
• Revenue: DKK 6.27B 💎
• Gross margin: 79.3% (-80bp) 📉
• EBIT margin: 14.0% (-210bp) ⚙️
• EPS: 6.3 DKK (-14%, +5% FX-adjusted) 🌐
• US LFL: +6% 🇺🇸
• Europe LFL: -1% 🇪🇺
• RoP LFL: +6% 🌍
#PNDORA #PNDORA.CO #Pandora #2025Q3
• Sales growth 8-11% CER (prev 8-14%)
• EBIT growth 4-7% CER (prev 4-10%)
• Q3 sales DKK 74.98 bn (+5%)
• Operating profit DKK 23.8 bn (-30%)
• Ozempic DKK 31.3 bn (+7%) 📈
• Wegovy DKK 20.4 bn (-3%) 📉
#NOVO-B #NOVO.B #NordicStocks #Pharma #NVO #Wegovy
Higher gold and silver prices may pressure margins, but network expansion and strong US demand support the long-term thesis.
Still one of the best-run Nordic consumer brands with solid ROIC and pricing power.
#Pandora #PNDORA #OMXN40 #NordicStocks
Higher gold and silver prices may pressure margins, but network expansion and strong US demand support the long-term thesis.
Still one of the best-run Nordic consumer brands with solid ROIC and pricing power.
#Pandora #PNDORA #OMXN40 #NordicStocks
1931, 1969, 2022: 👺
Not a reason to discard stocks or bonds, and especially not a reason to discard asset allocation, but certainly a prompt to be more clever about diversification efforts and investment process... 🤓
From
1931, 1969, 2022: 👺
Not a reason to discard stocks or bonds, and especially not a reason to discard asset allocation, but certainly a prompt to be more clever about diversification efforts and investment process... 🤓
From
www.reuters.com/business/hea...
#NovoNordisk #EliLilly #NOVO-B.CO #LLY.NY
www.reuters.com/business/hea...
#NovoNordisk #EliLilly #NOVO-B.CO #LLY.NY
www.reuters.com/business/ado...
#ADBE #$ADBE $ADBE #Adobe
www.reuters.com/business/ado...
#ADBE #$ADBE $ADBE #Adobe
https://www.stocktitan.net/news/LLY/lilly-s-oral-glp-1-orforglipron-delivers-weight-loss-of-up-to-an-fsoebs467n49.html
https://www.stocktitan.net/news/LLY/lilly-s-oral-glp-1-orforglipron-delivers-weight-loss-of-up-to-an-fsoebs467n49.html
Mounjaro not inferior to Trulicity
Primary endpoint:
Risk of cardiovascular death, heart attack, or stroke 8% lower for Mounjaro than Trulicity, but p = 0.086 📊
investor.lilly.com/news-release...
#Tirzepatide #Dulaglutide #Mounjaro #Trulicity #$LLY #NCT04255433
Mounjaro not inferior to Trulicity
Primary endpoint:
Risk of cardiovascular death, heart attack, or stroke 8% lower for Mounjaro than Trulicity, but p = 0.086 📊
investor.lilly.com/news-release...
#Tirzepatide #Dulaglutide #Mounjaro #Trulicity #$LLY #NCT04255433
Mounjaro not inferior to Trulicity
Primary endpoint:
Risk of cardiovascular death, heart attack, or stroke 8% lower for Mounjaro than Trulicity, but p = 0.086 📊
investor.lilly.com/news-release...
#Tirzepatide #Dulaglutide #Mounjaro #Trulicity #$LLY #NCT04255433
Mounjaro not inferior to Trulicity
Primary endpoint:
Risk of cardiovascular death, heart attack, or stroke 8% lower for Mounjaro than Trulicity, but p = 0.086 📊
investor.lilly.com/news-release...
#Tirzepatide #Dulaglutide #Mounjaro #Trulicity #$LLY #NCT04255433