ServiceNow (NOW) is a recent software purchase in the creator's portfolio, up 30% with perceived room for further growth.
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Novo Nordisk ($NVO) Rebranding What Matters
Sep 21, 2026
The creator discusses Novo Nordisk's rebranding to "Novo" and its stock performance, noting the stock is down significantly from its all-time highs. While acknowledging potential benefits in consumer recognition, the creator views the rebranding as a strategic shift that doesn't fundamentally alter the business and suggests it might be an attempt to compete more directly with Eli Lilly.
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Meta Platforms (META) is a recent addition to the creator's portfolio, already up 16% and showing strong performance.
Oscar, a healthcare stock, is a significant position in the creator's portfolio, up 117%.
UnitedHealth Group (UNH) is a significant position in the creator's portfolio, up 30% and performing well.
Novo Nordisk ($NVO) is rebranding to "Novo" amidst a significant stock decline, a move the creator sees as a strategic shift rather than a fundamental business change.
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