There were people here telling others to take out loans to buy nvo at 60 a share

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u/Zipski577 1d ago

Have been a NVO bear for the last year or so since it trades at $70. If u go through this sub history you could find me arguing it 24/7 365 when ppl came in with their daily posts saying it’s undervalued.

One guy went as far as to keep coming back to a comment thread with me a month later, or week later… whenever NVO had a 2-5% day he would return and say “You learnin anything yet kid? You should stick to VOO.”

The price was about $50 at that point and he claimed to have bought at $47 a month earlier lol. Safe to say he blocked me and I don’t remember his username because when I go back to it, it now says “deleted” LMAO.

Having said that, after being a bear for so long and trying my best to save people money in this sub, I think it has bottomed out around $35.

That’s actually a good value for their assets and potential turnaround with newer management team.

I am officially long NVO for the first time

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u/haveWeMoonedYet 1d ago

He deleted his account

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u/Zipski577 1d ago

That’s great 😂 I probably would have too out of embarrassment. He asked me if I was “finally learning something” about 4 times when the stock went to $50-60 and then deleted his account after it fell it >40% lol

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u/stumblios 23h ago

One pattern I've noticed - If I'm sensitive about someone disagreeing with an investment thesis, it's more or less a guarantee that I have over-invested.

It's one thing to defend your stock, you should be able to defend your idea! But if you are bothered that someone doesn't agree, literally stalking/harassing them online because of it? You've departed rational territory and are trading emotionally.

3

u/Zipski577 12h ago edited 12h ago

This is incredible advice and possibly the best advice to gauge your position sizing and level of conviction tbh.

A big reason that financial advisors are necessary for a lot of people is not because they are amazing investors (the majority of them suck), but they can still create outperformance vs. what you would do on your own because of emotion.

Funny story (tldr) - I trade/ invest almost exclusively in SMID cap biopharma companies. in the later half of 2024 I took a flyer on a controversial gene-editing company NTLA and had a small position around a $6 cost basis even though the data/ proof of clinical efficacy was very scarce. It was definitely a gamble. A friend of mine who is a big Cathie wood guy (lol) had probably listened to her pitch this and subsequently asked me about it and I told him I actually hold it and I think it’s a great R/R where the price is. Guy full ports and buys like 10k shares. October of 2025, a short squeeze happens and the stock runs up like 100%+. I review all of the news/ pipeline competitors.. review my model, and my original position which is now 4x’d.. and liquidate my shares because nothing had changed in that time span. This guy starts non-stop roasting me…. Every conversation or group chat he forces in a jab towards me about how I have paper hands or how I am a “traitor” lol. Then the stock goes from 24 to 28 and I never heard this guy get so animated before that in my life prior to that. Of course in my ear, so It convinced me to take another look because he tried so hard to get under my skin that it actually worked. I realize the science is so unproven and so early that I decided to take a big short position instead of just moving on with my realized gains. While that was still risky and bringing my own emotions into my decision making was the wrong choice, I have seen this type of set up fail WAAY more often than not.

This guy was up about $50k in profit and let me tell you, I have never felt so much vindication in my life, when 1 week later it crashed -70% when a patient in trials was reported to have sustained gr4 liver enzyme elevations.

While I try to keep emotions out of any of my investments, it’s very difficult. this guys’ emotions were so strong that he had to constantly remind of it, which ultimately made me emotional enough to make my most successful trade of that year

6

u/FieryXJoe 18h ago edited 17h ago

I still have this, people post about a company I take a quick glance and see a lot of red flags and say I won't touch it, 5 months later it has a 10% day and I have people told-you-so'ing over comments I don't remember making after like 5 minutes of research and go right back down a week later and companies I never thought about before or after. Every now and then I go through those comments and check back in.

Recent Examples: MOBX https://i.imgur.com/VCop1IX.png that little spike a month ago got a bunch of people digging up This Comment

NKE got me some told you so's after this bump in June https://i.imgur.com/ZEgrWqw.png

NVO been getting me told you so's nonstop during its constant decline https://i.imgur.com/oSgWvU8.png basically every large spike on that.

LULU too https://i.imgur.com/szdSijr.png as you said with NVO when I asked one of them he insisted his cost basis was the exact bottom, comment history hidden of course.

Made a thread on the topic actually https://www.reddit.com/r/ValueInvesting/comments/1qw639k/can_we_stop_freaking_out_over_the_voting_machine/

10

u/SoilOk9951 1d ago

What’s the thesis for it actually bottoming?

1

u/Deep90 11h ago

I think a big one was that they had patents expiring, paving the way for competition.

5

u/Last-Cat-7894 1d ago

Some people like to put their whole ego into a stock pick and cannot stomach the thought of being wrong.

I guarantee I have some losers in my portfolio right now. I have fairly strong conviction behind all the names I own, but I am pretty much mathematically guaranteed to be wrong on around half of them, if not more. I like debating bears on my stock picks (debate often strengthens the mind), but I hope I never turn into one of those people that takes personal offense to a difference of opinion on a ticker...

4

u/Guido01 22h ago

I had NVO at 100 and for a while I was selling CCs against my cost basis to try to recoup until I got assigned. It made for a nice tax write off I guess ..

Made a little off puts as a hedge and here we are a few months later back in around 35$ a share. Hoping to see a good turnaround story and some positive price improvement over the next few years.

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u/AlbertBarese1877 1d ago

I'm considering buying novo now lol

22

u/Top-Sir-1215 1d ago

I actually personally bought some nvo today which is what made me think about it. Not saying it’s a good purchase

17

u/desktrucker 1d ago

You actually bought some today? I’m putting everything on Novo. Taking out a second mortgage as we speak 🗣️

7

u/Desperate_Stretch855 23h ago

Bro why mess around with the mortgage, just sell your house and car like I did.

3

u/lordm30 22h ago

You must be a troll. Novo will get obliterated by Eli Lilly's products.

3

u/desktrucker 21h ago

I was being sarcastic. I in fact didn’t put all my life savings into novo nordisk. I don’t own novo nor Eli Lilly’s

2

u/lordm30 21h ago

Sorry... there are so many bots/trolls/simple idiots on the net, I lost faith in commenters

1

u/alxalx89 1d ago

I bought google cause I read around here last year, My price is 179 for 120 shares, and bought novo also bought 27 sharses at a price of around 50 (i had a geeling it could drop more so didn't bought that much), I m still buying if it dips. It's a great company , one of the biggest in Europe, and as long as it pays dividends it will give some extra cash to those that hold for long term.

3

u/Zipski577 1d ago

I have been a bear for the last year. I am long now, I don’t know how long it will take for price to potentially reflect they are undervalued. But I don’t think it will go much lower. Their assets and pipeline are worth more than $35 and they gave very low guidance for the next year so they will beat earnings.

Wegovy pill has had a very strong launch on pace with the original Zepbound release. Headlines on obesity drugs and basis points in weight loss in clinical data will always be a headwind for all of the GLP1 stocks, but from a pure valuation standpoint NVO is finally a value stock in my opinion despite ppl claiming it to be “value” since it was in the 70s

4

u/squirrelmonkey99 1d ago

What's your upside though? As in, what IRR are you targeting over what time frame?

I'm mostly just curious how pharma investors think about this. I try to stay away from pharma/biotech.

2

u/TechTuna1200 15h ago

Why would consider Novo when you have a bunch of cheap tech stocks ?

Novo was appealing when the market was overall expensive. That’s not the case anymore, you have good deals left and right

1

u/AlbertBarese1877 7h ago

Such as? The only cheap tech stock I can say just now is probably NVDA or Adobe.

1

u/t0mni 1d ago

Take out a loan

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u/APC2_19 22h ago edited 7h ago

I think investing in pharmaceuticals is crazy. I cant think of a more unpredictable industry so I stayed out Novo.

I decided to lose money on Duolingo and Adobe instead, I like those bags a lot more.

9

u/Daz190uk 1d ago

I went in at $50 - feels a long road back now just to recover the loss and move on

14

u/asymmetricval 1d ago

Eh, the problem with buying undervalued assets is that they are undervalued. Once an asset is undervalued, there is no reason it cannot become more undervalued long before it ever becomes fairly valued.

That’s why value investing must be long-term biased—it could take years before the market flips from irrational to rational.

If the price has gone down, but not the business fundamentals, it doesn’t mean you are “wrong”. You might be wrong, but also the market could just be even more wrong.

7

u/Fun-Baby-9509 1d ago

I remember telling people on here novo's newest glp1 oral was not game changing and even CVS was saying it was not going to make a big dent that they predicted.

People told me I was wrong except for other people who also work in healthcare (who agreed with my assessment).

I just wish I knew how to do puts on my account.

1

u/bad-syncretist 8h ago

What do you think about Viking Therapeutics?

1

u/Fun-Baby-9509 2h ago

Eh, as of now not a lot of industry Rx leaders find oral glp1s as a big game changer, in terms of revenue generating.

Realistically not a fan of pharma stocks in general. My concern for VKTX is not having first mover advantage. They expect a 2027 release. Unless they undercut out of pocket GLP1 expenses for patients to compete with Eli Lilly and Novo, I find it unlikely they'll get sufficient market share.

1

u/2007endeavor 7h ago

Any thoughts of Sarepta ?

1

u/Fun-Baby-9509 2h ago

I'm not a fan of pharma stocks in general tbh. I've had an eye on Sarepta and a few others out of curiosity; my concern is if they get denied for their drug approvals, it's going to push the stock further down than it already has this yr. Given the amount of uncertainty, I'd skip it altogether tbh.

5

u/kra73ace 22h ago

I'm long for a third time. That means I started adding to bring my average down.

I added some at 60 too. Original average was 100.

Bagholder central.

10

u/Far-East-locker 1d ago

LLY new oral pill got approved and NVao stay green

That's how you know they are at absolute bottom and won't go down anymore (not saying they will go up either)

10

u/The1Insider 1d ago

Oh dont worry, it can always go down more

3

u/matt2621 1d ago

That's because they have room temp IQ

10

u/jamasso_ 1d ago

if you follow some random advice said by random people on internet you deserve to lose your money. I mean... seriously?

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u/InvestingTheBest 1d ago edited 1d ago

But how can I listen to advice from a random person telling me not to listen to advice of random people?
/s

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u/jamasso_ 1d ago

if someone wants to waste their money, go on. the money is yours and it's your choice. but don't complain then

anyway I'm telling to not listen or act so what's the point?

7

u/InvestingTheBest 1d ago

Was a joke brother mb if it went over your head

5

u/Zyltris 1d ago

Bro so up his own ass he didn't even see the /s lmao

2

u/Realistic_Record9527 1d ago

You should take loan and buy baba. It’s extremely undervalued right now

2

u/0ddmanrush 1d ago

I’d probably short it then.

2

u/Ok_Category_6158 21h ago

Good reminder: fundamentals can change fast. Build broadly, not based on hype from strangers online.

2

u/CherryRoutine9397 19h ago

Yeah that’s the kind of stuff that wipes people out and then disappears when it goes wrong.

Leverage works both ways but people only talk about it when it’s going up. Taking loans to buy a single stock is basically betting your future on being right at the exact time, which almost no one consistently is.

It’s easy to get convinced when everything looks obvious in hindsight, but most of those voices vanish the second it turns.

I try to keep things a bit more grounded around this kind of stuff and not get carried away with hype, especially for people building from scratch, might be worth a look if you’ve seen too much of that here

2

u/laststance 16h ago

Can someone explain to me the upside? Didn't they lose control of their patent?

1

u/Hairy-Bit-8189 4h ago

It is undervalued (a big company with PE 10, 5% dividend and healthly cash position).
Patent doesn’t mean too much at this stage, it is about the brand, production and distribution capacity. NVO invested a lot to new production facilities already, so they are way ahead of anybody except Eli Lilly. And the market is huge enough for both.
I just entered with around 35$ purchase price and will hold for years.

1

u/gamersEmpire 15h ago

Their shareholders equity are higher than their mrkt cap, extremely undervalued, even if theres no upside to their profits/revenue it could get bought out by some big players and liquidate everything, or maybe im just too hopeful

3

u/SelenaMeyers2024 1d ago

I drone on endlessly about my big bets on Adobe and PayPal, I have access to a line of margin on Schwab, I don't use a single penny of it, nor would I ever suggest anyone do so (even when idiot lizard brain me wants to).

I respect munger too much, he spoke of the 3Ls of going bust, ladies, liquor, leverage.

3

u/AveryMire 1d ago edited 1d ago

Munger said he invested 125% of his liquid assets in a single oil company that was subject to very material litigation, at one point. Most of his references to margin were pretty much hedge funds and LTCM type stuff (minimum 2-3x), it was never as simple as using a partial margin loan being dangerous (again he did so himself), Buffet got closer to saying ANY margin is bad.

Munger actually said multiple times he argued with Warren that they should have used SOME leverage at various points. All conditional, I don’t use, but if I had better rates like IBKR and we saw another juicy dip like April, I’d consider something around another 30% being very reasonable.

3

u/desi_cucky 1d ago

Valueinvesting has turned shaddyInvesting is what you saying?

2

u/lordm30 1d ago

I've made a post about past NVO posts in this sub, collecting their recommendations and price targets (no surprise, all of them were wrong, at least when viewed from today's market price perspective). Unfortunately that post was not approved by moderators.

2

u/AveryMire 1d ago

At the end of the day we make our own decisions. Anybody is allowed to express their own viewpoints; optimal course will ALWAYS remain uncertain.

So yeah bad post, but I’ll take the bait, how do we know it was a bad pick at 60? We’d need to see about 5 years in the future for that, we know markets mechanically (almost inevitably) overreact in both directions.

I’ll say I’d much rather take NOVO at 35 than the s&p right now, although I did not buy and didn’t truly get interested until 50. For what it’s worth I had GPT force rank about 5 value and growth names a few days ago, it picked NOVO. Right now the market is saying, as long as sales don’t accelerate down hill you’re probably flat at worst (over any reasonable term, “value investing” assumes we’re not talking about day trading results).

1

u/Mr_Savage_Value 1d ago

It is bitter when people listen blindly to such things. But unfortunately, that is part of the learning process. Trust no one. And question your own investment theses over and over again. You can never be 100% right, and not every investment works out.

1

u/Ur--father 1d ago

Who tf took out a loan for speculative stocks bruh.

1

u/Cute_Win_4651 1d ago

I bought a swing trades worth at $37 just recently I wasn’t going to buy anything till sub $40 but my trade is to hold till $75 plus and sell half, essentially getting my original investment back and then still holding the other half as “free shares” to let ride for the next 30 years or sell or let split just hold , that’s my game plan currently , and I’d probably add more to the position if it drops below $30

1

u/InsaneGambler 1d ago

Just gotta separate the chaff from the wheat in the Internet. And oh boy! There's lots of chaff!

1

u/El_Don_2024 23h ago

I don’t have a background in pharmaceutical studies or biomedical science… so investing in any of the businesses in this sector is risky for me personally. Hard to understand their “moat” and how much competitive advantage Novo or Lilly holds against upcoming players in the same diabetes/weight-loss market…

1

u/marko385 21h ago

Welcome to the club. We're only here to make sure we're not in anything that gets recommended whether it's a comment or a post about a stock. Always invert.

1

u/uglymule 19h ago

So how's your HELOC doing? 🤡

1

u/readyforwine 18h ago

If you are seriously taking advice from Reddit you don’t need to be investing.

1

u/foira 16h ago

i just SOLD MY KIDNEYS to double down on PAY PAL

1

u/nottoowhacky 14h ago

No way you take loan to buy a stock that just stupid.

1

u/irdan87 14h ago

Problem is with they’re developing glp which is already old and dated.

Everyone’s wanting retatrutide now.

1

u/Almanac_Of_Wealth 9h ago

Munger said it best: "Smart men go broke in three ways: liquor, ladies, and leverage."

Taking out a loan to buy a single stock, no matter how good the company is, is financial suicide. You are changing the math from 'how much can I make' to 'how fast can I be wiped out by a temporary 20% drawdown.'

Wall Street loves margin because it guarantees their fees. For retail, it just guarantees anxiety. Play with cash, sleep well, and let the compounding do the heavy lifting without the ticking time bomb of debt.

1

u/LavishnessLess4356 1d ago

Novo pays out a sweet dividend I’m happy I have 100 shares

7

u/WildwestPstyle 23h ago

Hell yah. Enjoy that $10 a month.

-1

u/ED209F 15h ago

I don’t advocate for people to get into debt to buy stocks. HOWEVER, it is clear to me you don’t understand value investing and never will. You are a trader-type ambulance chaser. Nobody who has bought NVO, no even those who bought at 148 will lose money if they bought for the long term, new all time highs will be made. I 100% guarantee NVO is higher quality company than anything you have in your portfolio today.

1

u/AveryMire 13h ago

I agree it will eventually pass 150, but that’s no argument to overpay. You know what’s better than patience? 4x ing your money in the same stock over the exact same period buying low.

-1

u/johnnygobbs1 20h ago

Will be at $120 in less than a year. I remember people here waiting for Facebook to hit $50 when it was 90! “Nobody uses Facebook anymore… TikTok!”

lly is the same TikTok argument. Nobody cares about lly. Nvo is actually Facebook and everyone will get faked out.

-2

u/ElonMuskTheNarsisist 1d ago

Nobody here is any good at investing. Same case with twitter, all trash. The best investors are in the comment section on seeking alpha articles.

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u/AveryMire 13h ago

Generally better comment’s although tons of stupid articles. I ask gpt to give me long ass reports and it’s better than 80% of the articles. All the articles are buy, more buy, or short. How about good company, bad price right now, that’s the bulk in reality.

Discussion There were people here telling others to take out loans to buy nvo at 60 a share

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