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Weight loss drugs/GLP sector
GLP-1 Sector Investment Guide: The Divergence of 2025 GLP-1 INVESTMENT BLOG Thesis Macro Context Science Landscape Financials NVO Analysis Pipeline Risks Menu…ThesisMarket ContextFinancials The GLP Revolution Weight Loss Drugs A consolidated guide to the GLP-1 sector. While Eli Lilly surges on innovation, Novo Nordisk transitions into a value play. We explore the market opportunity, the… Continue reading
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Market commentry 06/11/2025 –
General risk-off sentiment in markets today, as reflected in the heatmap below. Broad-based selloff across sectors except for a few names like $GOOGL showing relative strength. Classic risk-off setup: 🔍 What’s Going On : As mentioned in my previous commentary on 04/11, I expected volatility through the first half of November before markets stabilize by… Continue reading
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LVMH – Luxery
LVMH Stock Pitch Company Overview LVMH Moët Hennessy Louis Vuitton SE (LVMH) is a global leader in luxury goods, headquartered in Paris, France. The company operates a diversified portfolio of over 75 prestigious brands across six segments: Fashion & Leather Goods (e.g., Louis Vuitton, Dior), Wines & Spirits (e.g., Moët & Chandon, Hennessy), Perfumes &… Continue reading