What are you buying today?

[dipod]

24 minutes ago, DooDiligence said:

More NVO.

The price action of this stock is mind boggling lol. But I guess I’m buying more. Current pricing makes no sense. May have to get LEAP calls on this name. By averaging in. 

[WFF]

23 hours ago, DooDiligence said:

 

Same. Shareholder meeting tomorrow and hopefully we'll see a repeat of last years share repurchase program. Also, this goes ex-dividend in a few more days and I'm reinvesting. We'll see if being greedy when others are fearful pans out.

Added more today.  
 

Thinking of selling some covered options to help reduce the cost a little further. 

[John Hjorth]

35 minutes ago, DooDiligence said:

More NVO.

 

11 minutes ago, dipod said:

The price action of this stock is mind boggling lol. But I guess I’m buying more. Current pricing makes no sense. May have to get LEAP calls on this name. By averaging in. 

 

4 minutes ago, WFF said:

Added more today.  
 

Thinking of selling some covered options to help reduce the cost a little further. 

 

And all while members of CofB&F are now starting to pick it up, I'm really getting my a** kicked by this rodeo bull. It feels like just about almost everything is headed, en route, to hell! -But Berkshire has really started to shine!, - I'm actually a bit up, ~2 per cent, YTD for 2025.

[DooDiligence]

3 minutes ago, John Hjorth said:

 

 

 

And all while members of CofB&F are now starting to pick it up, I'm really getting my a** kicked by this rodeo bull. It feels like just about almost everything is headed, en route, to hell! -But Berkshire has really started to shine!, - I'm actually a bit up, ~2 per cent, YTD for 2025.

 

How do you say "Yee Haa" in Danish?

[Spekulatius]

“Project Greenland” and NVO are joined at the hip, since they are both Danish. Soon enough you will hear how NVO rips off Americans followed by tariffs from you know who.

 

This is not investment advice.

[John Hjorth]

3 minutes ago, DooDiligence said:

How do you say "Yee Haa" in Danish?

 

 Jeff [ @DooDiligence ],

 

The same way as you do! - Isen't bull riding an American thing only? Europeans are whimps and don't do such things, and in Spain they have this primitive veird habit of killing bulls for the fun of paying spectators, perhaps a legacy thing from ancient Rome, with a modification?

[WFF]

27 minutes ago, John Hjorth said:

 

 

 

And all while members of CofB&F are now starting to pick it up, I'm really getting my a** kicked by this rodeo bull. It feels like just about almost everything is headed, en route, to hell! -But Berkshire has really started to shine!, - I'm actually a bit up, ~2 per cent, YTD for 2025.

Howdy Partner!

2% aint that bad, that is like kicking the S&P’s butt by about 4-5%.  

[Kizion]

28 minutes ago, Spekulatius said:

“Project Greenland” and NVO are joined at the hip, since they are both Danish. Soon enough you will hear how NVO rips off Americans followed by tariffs from you know who.

 

This is not investment advice.

 

Can imagine that this happens, however apparently NVO produces more in US vs. LLY. 

Not saying that Trump is rational, but on micro level you would expect him to appreciate that. 

[DooDiligence]

Meanwhile:

 

https://www.reuters.com/business/healthcare-pharmaceuticals/novo-nordisk-cap-insulin-prices-minnesota-settlement-2025-01-27/

[Spekulatius]

44 minutes ago, Kizion said:

 

Can imagine that this happens, however apparently NVO produces more in US vs. LLY. 

Not saying that Trump is rational, but on micro level you would expect him to appreciate that. 

NVO imports quite a bit in the USA based on the size of their manufacturing sites in the US versus Europe and the revenues they generate respectively.

 

I also don’t think fact will matter all that much if it comes to that point.

Edited March 27, 2025 by Spekulatius

[bizaro86]

IBKR, ABNB, JOE

[DooDiligence]

Added, even more NVO as it went sub $70. I'm just about out of investible cash & thinking about calling it a day. Might just stare at my 6 company portfolio for the next 5 years. I'll likely trim here and there (if I get lucky) and something starts looking toppy, but otherwise I think I'm a hodler. It would help if I could avoid looking at quotes. Might have to go somewhere with limited internet for a bit.

[LC]

@DooDiligence What are  those 6 companies if you don't mind sharing? Obviously NVO is one...

[John Hjorth]

I'm going to branch out / split the discussion of Novo Nordisk and tariffs from here to appriate topic in the Investment Ideas forum, from here, and doing it now.

[Libs]

20 BP's into GUSH April 17 calls. 2X oil bull ETF. Gambling that this is meaningful:

 

 

https://news.sky.com/story/us-appears-to-be-significantly-increasing-its-military-presence-in-the-middle-east-13336089

[WFF]

Going to sound like a broken record, but NVO, sold some NVO 70 puts that expires today, and some MGM in the 30s.  
 

Partially funded by tax harvesting of some JOE.

[Castanza]

Added to NVO and GOOGL

[nsx5200]

It looks like my limit triggered for GOOGL, so now I have more.

[Hsmpanl]

Googl, amzn, lulu

[Castanza]

BX

[Paarslaars]

GME 25$ strike Jan '26 calls 

 

Yeah I don't know what I'm doing on a value investing forum anymore... small position though.

[formthirteen]

Throwing away some money on NKE call options like a fool:

https://www.fool.com/investing/2025/02/21/nike-not-disappearing-from-bill-ackmans-portfolio/

 

LULU showing the way today

[KPO]

Increased MGM, AEGXF & HST by ~30% each

[John Hjorth]

A bit more JOE today, my orders in the market got filled.

[Hsmpanl]

10 minutes ago, John Hjorth said:

A bit more JOE today, my orders in the market got filled.

This is the way!