Berend Jan Kleute

Renewable Energy

[Berend Jan Kleute @EnergyWaterFood]

@peter_torngren @fdzmurillo My conviction in $NVO increases day by day seeing their Wegovy franchise build-out. Have been adding another 10% to my position at opening today. Long $NVO.

[Berend Jan Kleute @EnergyWaterFood]

@pennystockabe @investseekers A short squeeze please 🙏 long $NVO

[Berend Jan Kleute @EnergyWaterFood]

@TheRayMyers In the end it's your choice😜:

[Berend Jan Kleute @EnergyWaterFood]

@TheRayMyers Soon many will be disappointed to not have invested more in $NVO. This market share forecast figure didn't include today's knowledge of the fastest drug launch ever by $NVO, who is not just recovering but taking back market share, while the market is still largely untapped:

[Berend Jan Kleute @EnergyWaterFood]

@FinanceDocUK The opposite. I think soon many will be disappointed to not have invested more in $NVO. This market share forecast figure didn't include today's knowledge of the fastest drug launch ever by $NVO:

[Berend Jan Kleute @EnergyWaterFood]

@Redpulse_News Let's see whether soon many will be disappointed to not have invested more in $NVO. The market share forecast figure didn't include the fastest drug launch ever by $NVO (quiet hint 😜):

[Berend Jan Kleute @EnergyWaterFood]

@peter_torngren @JacobCordosa Thanks Peter 🙏 much appreciated! Meanwhile, more value is created every single day Mr Market is asleep 💪. Long $NVO

[Berend Jan Kleute @EnergyWaterFood]

@HatedMoats No worries, more value is created every single day Mr Market is asleep 💪 and when he awakes, our return will be higher. Long $NVO

[Berend Jan Kleute @EnergyWaterFood]

@n_stock55314 @JColinBrown @investseekers Please don't wake up the analysts. Good times for capital allocation through buybacks:

[Berend Jan Kleute @EnergyWaterFood]

@investseekers No worries, more value is created every single day Mr Market is asleep 💪 and when he awakes, our return will be higher. Long $NVO

[Berend Jan Kleute @EnergyWaterFood]

@MichaelAlbertMD Thanks for sharing! Another indication that NVO is not just recovering, but taking back market share. $NVO's scale, Wegovy franchise and ecosystem is coming to fruition. Long $NVO. @investseekers @KontraInvest

[Berend Jan Kleute @EnergyWaterFood]

@WillBiddy_ Added $CPRT too. Great business and management with vast growth potential internationally.

[Berend Jan Kleute @EnergyWaterFood]

@Fwenen @moneyandmore72 @ohcapideas @compoundpapi Interesting buy high, sell low strategy by Fundsmith.

[Berend Jan Kleute @EnergyWaterFood]

@HatedMoats Be happy:

[Berend Jan Kleute @EnergyWaterFood]

@realroseceline As long as Trump is long $PYPL, we will be fine 😉🔥 Meanwhile, Paypal World is progressing fast!

[Berend Jan Kleute @EnergyWaterFood]

@investingbyGenZ As long as Trump is long $PYPL, we will be fine 😉🔥

[Berend Jan Kleute @EnergyWaterFood]

@realroseceline Trump bought $NOW. This apparently changes the whole perspective of investors (read: traders) these days and Software is again the essential layer for AI, which it has always been 😉

[Berend Jan Kleute @EnergyWaterFood]

@investseekers Scale matters. Long $NVO

[Berend Jan Kleute @EnergyWaterFood]

@Quality_stocksA Accenture will have a lot more work because of AI. $ACN will support the risk-averse institutions, passing security/compliance reviews, integrating with legacy systems, training staff, and earning enough trust to become deeply embedded in workflows. Coding was the moat.

[Berend Jan Kleute @EnergyWaterFood]

@FluentInQuality Similar as with $NVO. It's not a 'one product fits all' market, with Zoetis being the dominant player in this still largely untapped and growing market. $ZTS will be fine.