Novo Nordisk (CPH: NOVO-B)
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Move over Magnificent 7, meet the Magnificent 11, Bryce’s small cap investment & Compounding continued
You've probably heard of America's Magnificent 7 - Nvidia, Apple, Microsoft, Alphabet (Google), Tesla, Amazon and Meta (Facebook). In this episode we introduce you to the latest grouping of stocks to watch - the Magnificent 11.8 April
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Lump sum or DCA, the latest on Ozempic & a baby Berkshire?
Haven't heard much about Ozempic lately? Let us change that and bring you up to speed on some wild developments in the world of weight loss drugs.1 April
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We're back with our Stock of the Year & Bold Predictions
We’re back for 2024! And we’ve got a lot to catch up on. In this episode we: Cover what happened over the break (both in our lives and in markets) Share our bold predictions for the year ahead Each pick our stock of the year19 February
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2023 wrapped: the 6 biggest business stories
Today, we’re recapping the year that was. To do it, we’re bringing in the whole team at Equity Mates to share what they think are were the biggest business stories of the year.8 December
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Ren talks Resmed + GQG Partners, UFC and WWE are merging, & trying to perfect DCA investing
It's Ren's turn to be in the hot seat and chat portfolio moves. Then we look at the mergers taking place in the sports scene - before hearing a listener call from Alan.18 September
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How Ozempic and weight loss drugs are reshaping this country’s economy
Novo Nordisk is having a moment. Last week it became the most valuable listed company in Europe, overtaking luxury goods giant LVMH.11th Sep, 2023
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Is the weight over? Ozempic is just the beginning
Today Alec and Sascha chat about what is happening with the rapid developments of weight loss drugs? And are they really living up to the hype?14 July
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Searching for the Dogs of FY23 + Ren's 5 minute valuation
In this episode, Bryce is taking Henry's advice and searching for the Dogs of FY23, we hear from our community member Elle - and think about investing for kids, and then Ren closes out the episode with his quick, back of the envelope style valuation.10 July
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Will the Ozempic era change how we think about being fat and being thin?
This article takes a great look at the success stories and the side effects and then asks the ultimate question: if we have stumbled into a world of effective weight-loss drugs, how will that change how we think about being fat and being thin?28th Mar, 2023
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Stock Story: Novo Nordisk - Key Contributor to Healthcare Innovation
Munro Partners provide an overview of a stock set to benefit from healthcare innovation.1st Feb, 2023
Source: Munro Partners
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50 Global Investment Opportunities in 2023
Looking for your next investment opportunity in 2023? Look no further! Bloomberg Intelligence has identified 50 companies worth watching in 2023.30th Jan, 2023