@Semos25 wait and see what exactly this means or what purpose it serves. All free advertising if $HIMS becomes more and more the focus 😁 Wouldn't immediately call that a bad thing. That said, this is not and never has been the main source of revenue.
@Memo0606 I don't see either of these as bad investments. It all depends on your investment strategy. I just see more potential with $HIMS over 5+ years in terms of the risk/reward ratio. $NOVO B is more value, as you can't predict how the tariffs and US business will continue. As you can easily see from my portfolio, I am betting more on growth or where I think I can make 10x over 5-10 years.
@BamBamInvest understand your point what speaks in favor of a reallocation for me is that I then reduce my positions in my portfolio but I am easily 30% down on novo... I'll wait and see
