Novo Nordisk is mentioned as a more interesting stock that the creator is personally invested in, with recent interesting news.
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Rheinmetall Stock CRASHES – While the Business Is Booming?
The German Value InvestorMay 19, 2026
The creator analyzes Rheinmetall's stock performance, noting a significant drop from its peak despite booming business driven by global conflicts. While acknowledging strong order backlogs and revenue growth forecasts, concerns are raised about high valuation, capital-intensive expansion, and the cyclical nature of the defense industry. The creator personally holds a cautious stance, not invested at current levels, viewing it as a potential portfolio hedge rather than a primary investment.
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Rheinmetall's stock has seen a significant drop, but the creator is holding off on investing due to high valuation and cyclical risks, viewing it as a potential portfolio hedge.
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