Behind every scientific breakthrough is a person waiting for it - a patient, a family, a caregiver hoping for better treatment options. We are therefore excited to announce a new partnership with @AnthropicAI, so our scientists, by the use of AI, can bring new medicines to the people who need them, faster. Learn more in the press release here: novonordisk.com/content/nnco…

You control your effort, your response, and your standards. That’s already enough to build the life you want.

ethereum:native is around $2,100 this morning. The move from $1,500 is a good reminder that the best opportunities rarely feel comfortable at the time. Accumulated. Staked. Ignore the noise. No reason to overcomplicate it

$UNH is getting increasingly interesting to me again. I’ve had plenty of opportunities to chase higher, but that’s never been the goal. I already have conviction and position avg of $290 Now i’m simply waiting for an opportunity where I can increase my position. Patience pays.

$HIMS earnings after the bell today. Volatility is expected and welcomed.

Added a little more $NVO today. Nothing aggressive. Just continuing to build the position while sentiment is weak and valuation remains very attractive.

You don’t need to predict the market. You need to control your emotions when the market becomes unpredictable.

$ZETA back above $26. Execution eventually gets recognized. Congrats to those who held. It’s just the beginning.

Time to walk the talk $NVO Do your own research, but i’m a buyer

$NVO is down ahead of earnings. The thesis hasn’t changed. Volatility has simply brought the stock back into a buy zone I already had marked. Conviction doesn’t change with price action. I’m starting to add to my position under $45

$ZETA up 4.5% ahead of earnings after the close. The move before earnings is interesting. Now let’s see management justify it. 🤝🏼

$MSFT continues marching toward $500. Curious how everyone is approaching it at these levels. Buying, holding, or trimming?

Most investing mistakes aren’t analytical. They’re emotional. Buying because everyone else is. Selling because everyone else is. The market rewards discipline far more often than intelligence.

High beta stocks will test your conviction. If your thesis changes every 5% move, you probably never had conviction to begin with. $HIMS

$ZETA is one of those stocks where the chart is getting stronger while most people have stopped talking about it. Held relatively steady last week, now we’re seeing moves higher.

To all the $MSFT bulls 🤝🏼🤝🏼

If you’re following $NVO, I recommend giving this a watch. Calm, objective breakdown from @Matkinvest of today’s trial results and why separating a pipeline setback from the core thesis matters.

Pipeline disappointments happen. That’s part of investing in innovative healthcare companies. For me, this doesn’t change the reason I own $NVO. Long term thesis has always been built around its obesity and diabetes franchise, balance sheet, and ability to compound over years.

The portfolio finished up 4% today after falling 2% yesterday. Nothing about the process changed between the two days. Red days test your conviction. Green days test your discipline. Keep emotions in check at all times.

Dunking on other investors when they make mistakes reveals a great deal of poverty within Leopold has achieved more in his short life than most men do in 90 years, regardless