@TheLongInvest Keeps going down, clutching at straws now.
Maybe quarterly revenue of just $30m whilst having a valuation of $19b might have something to do with it
J.P. Morgan expects a strong Q3 from $NVO and believes the company could raise its full-year guidance.
The bank forecasts adjusted sales of DKK 76B, around 4% above consensus, driven by stronger-than-expected sales across Novo’s key GLP-1 products:
• Injectable Wegovy: DKK 21.5B, 9% above consensus
• Wegovy pill: DKK 5.3B, 19% above consensus
• Ozempic: DKK 26.6B, 7% above consensus
• Adjusted operating profit: DKK 30B
$JPM believes consensus is particularly underestimating Wegovy pill sales outside the U.S.
The bank also expects Novo to raise its full-year constant-currency guidance for adjusted sales and operating profit from the current -6% to 0% range to -3% to +1%.
@TheLongInvest Unlike the illegal immigrant men who come to the UK today, rape the women and lob them and children over board as well as trampling them with seemingly no feelings at all.
Titanic, real honorable men.
Then there’s animals
@wealthmatica Very much seems a bit of a coordinated attack in many ways against $APP right now with no real justification .
Just have to be patient here
My favorite long-term setup in the entire market.
I don't think there's any other stock that's similarly undervalued, and in a generational bottoming phase right now as $APP.
Just looking at the data, this is an insane opportunity.
A company with a rule of 40 score of 127 trading at 17x NTM P/E.
People don't realize how insanely cheap this is.
If $APP proves that the business is running flawlessly on the next Earningscall, this stock will jump 50%+ in a matter of days.
My long-term target sits at $1365 for the next bulish cycle.
When this starts pumping, you are too late.
Don't say I didn't warn you.
$APP
APP at 16.9x forward earnings while growing revenue 52.8% YoY.
Let that sink in. This traded at 57x forward in 2025. Same business, same Axon engine, a third of the multiple.
The numbers: • ~$18 forward EPS at $306 = ~6% earnings yield • PEG around 0.3 • Street FCF yield ~6%, up from ~2% at the end of 2025 • 27 of 33 analysts still rate it Buy or Outperform • E-commerce advertisers up 5.1% in a single week, to 13,105 The market is pricing in a lawsuit and one soft quarter like the growth story is over. The multiple says "value stock." The growth says otherwise.
When a 50%+ grower trades at a market multiple, either the estimates are wrong or the price is. I'm betting on the price.
This is James Newton-Price KC — the judge who denied @RealDannyTommo bail.
He previously granted bail to a Pakistani GP who sexually abused patients and a funeral director who allowed bodies to rot in hot weather.
Newton-Price is a Labour supporter. 🇬🇧
Suspected terrorists: OFF YOU GO, OUT WITHIN HOURS.
Patriot Platform leader Danny Tommo trying to lawfully stop the invasion of our country: LOCKED UP TILL MARCH.
Days after Mahmood promised to get the "racist".
This is sick two tier justice.
The MSM are complicit.
We are fucked.