e.l.f. Beauty has performed extremely well recently.
Source Post
Novo Nordisk ($NVO) In Trouble And Reddit ($RDDT) S&P 500
Aug 14, 2026
The creator discusses Novo Nordisk's recent earnings, noting that while they beat expectations, the bar was set very low. The company's pipeline for new drugs is seen as weak, and its sole focus on diabetes and obesity is a risk. The creator suggests diversification into areas like cancer research would be beneficial. The stock price fell significantly prior to earnings due to trial news but has seen a slight recovery.
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Microsoft has performed extremely well recently.
Service Now has become the third-largest position in the portfolio and is up 23%.
United Health Group has performed well, contributing to portfolio gains with an increase of almost 40%.
Oscar is a significant contributor to the portfolio's performance, up 107%.
Reddit's stock experienced a significant post-announcement jump due to its inclusion in the S&P 500, a move driven by index fund rebalancing rather than fundamentals.
Eli Lilly is demonstrating strong performance with significant revenue growth driven by Mounjaro and Zepbound, and has increased its full-year guidance.
Novo Nordisk's stock fell significantly due to trial news and a weak pipeline, despite beating low earnings expectations, and the company's narrow focus on diabetes/obesity presents a risk.
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LLYbuy opened Aug 14, 2026
-4.32%