Adobe is a company the creator loves and continues to add to, despite being down on the position.
Source Post
Novo Nordisk ($NVO) And Hims ($HIMS) Strike A Deal
The RoseMar 8, 2026
Novo Nordisk and Hims have struck a new deal to partner and sell Novo's drugs on Hims' platform, resolving previous legal disputes. This partnership is expected to significantly benefit Hims by securing their GLP1 business, while Novo gains a new sales channel to boost volume amidst price erosion.
Linked Mentions
Tickers discussed in this post
Zeta is a buy with potential to reach $40 per share, as the creator has increased their position and is up significantly.
PayPal could be an acquisition target, suggesting potential upside.
Reddit is considered a buy opportunity by the creator.
Duolingo's focus on long-term user growth is seen as positive despite recent disappointing earnings.
Service Now is a buy with a long-term runway, as evidenced by a recent profitable addition to the creator's portfolio.
Oscar Health has massive guidance and could see significant stock price appreciation.
UnitedHealth Group is a slower turnaround play, but the creator sees potential over a couple of years.
Hims is a buy due to a new deal with Novo Nordisk that resolves legal issues and allows them to sell Wegovy, acting as a major catalyst.
Novo Nordisk is a buy as a new deal with Hims provides an essential channel to grow Wegovy volume amidst price pressures.