The creator is slightly increasing their position in a pharmaceutical company, citing its strong market position, P/E of 11, and 4% dividend yield as attractive valuation metrics.
Source Post
I Sold This Stock for a 50% Gain and Bought 4 New Ones!
Aug 9, 2026
The creator discusses selling Adcore for a 50% gain due to a takeover offer and reinvesting the proceeds into Berkshire Hathaway and Novo Nordisk. They view Berkshire as fairly valued and a good hedge against market downturns, while seeing opportunities in Novo Nordisk's strong position in the growing GLP-1 and diabetes markets.
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