As Nick Maggiulli says, "Just keep buying." I appreciate the strong focus on free cash flow and the innovative approach to addressing a pressing societal issue, offering a distinct perspective compared to EL. I also like that it’s a European company rather than an American one, even though North America currently dominates the market for obesity solutions. With obesity likely to become the top health challenge in our comfort-driven world, the growth potential in this sector is immense, especially over the next decade. For me, this represents a strategic equity in my portfolio—one I consistently build over time.
Can only agree on the points you lay out. It is also one of the strongest company cultures I have ever learned about and I believe this bodes well for the long-term. I also very much subscribe to Nick’s wisdom.
An interesting aside, is that most of the profits goes to the majority shareholder the Novo Foundation which is the world’s largest charity, dwarfing Tata Trusts and Bill & Melinda Gates foundation.
As Nick Maggiulli says, "Just keep buying." I appreciate the strong focus on free cash flow and the innovative approach to addressing a pressing societal issue, offering a distinct perspective compared to EL. I also like that it’s a European company rather than an American one, even though North America currently dominates the market for obesity solutions. With obesity likely to become the top health challenge in our comfort-driven world, the growth potential in this sector is immense, especially over the next decade. For me, this represents a strategic equity in my portfolio—one I consistently build over time.
Can only agree on the points you lay out. It is also one of the strongest company cultures I have ever learned about and I believe this bodes well for the long-term. I also very much subscribe to Nick’s wisdom.
An interesting aside, is that most of the profits goes to the majority shareholder the Novo Foundation which is the world’s largest charity, dwarfing Tata Trusts and Bill & Melinda Gates foundation.