Palantir reinvested in Novo

Wiktor_06 · 2025-07-30T19:26:40.329066Z

I am considering selling my 700€ position of $PLTR and sell it in $UNH u. $NOVO B reinvest it in u. What do you think? This would also help me reduce my tech overweight somewhat.

Konstantin Harrer@MozartTrading

3J

In my opinion, $NOVO B currently offers a very attractive risk/reward ratio. Long-term trends are still intact and the duopoly with $LLY remains in place. Apart from that, the lowered guidance seems somewhat conservative in order to lower the benchmark for the next results.

And nothing more needs to be said about $PLTR except that, like $TSLA, it has become more of a religion than a fact-based investment. If you believe that $PLTR will revolutionize the world and are willing to pay several 100x the profit, then go for it.

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Basti92@BavarianLion

3J

@MozartTrading Well, I personally think comparing Palantir to Tesla is a bit bold! Don't get me wrong, of course the company is MASSIVELY overrated, but unlike Tesla, they deliver something tangible (and not just hot air, like Elon has been doing for years)

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Konstantin Harrer@MozartTrading

3J

@BavarianLion I completely agree. $PLTR delivers in contrast to $TSLA and I also find the company very interesting but simply cannot rationally justify this valuation in any way. The comparison with $TSLA was only to illustrate the high valuation, but I would also ten times rather have $PLTR in my portfolio.

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Basti92@BavarianLion

3J

@MozartTrading I completely agree with you! I also find Palantir very interesting as a company, but I am not invested for precisely the reasons you mentioned!

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Ph1l1pp@Ph1l1pp

3J

@MozartTrading Compare Novo with LLY 🤪

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Konstantin Harrer@MozartTrading

2J

@Ph1l1pp I bought both. $LLY will probably benefit from Novo's weakness in the US but $NOVO B is a turnaround play, the situation internationally at least doesn't look as bad as the share price might suggest. Obesity and diabetes rates are growing at an explosive rate and $NOVO B is still in a very good position to benefit from this even if it may take time before we see ATHs again.

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Marcelo@Marcelo-80

3J

Don't. Who said Novo would come back? Everyone said Bayer was the world market leader, they're coming back, that was years ago and the share price is still down. I am (unfortunately) also invested in Novo, I have a buy-in of €100. I was only on the stock market for a few months and really wanted a slice of the cake with Novo, now I'm down 55%, I still have 20 years until I retire. Novo will definitely not turn green in that time. I'm even considering selling and putting everything into an All World ETF.
The company is overrated and hyped, their diabetes product is great and still the world market leader. They were for a short time with the weight loss injections and then didn't follow up, far too expensive, poorer results, .... I no longer believe in this company, or never did, I only listened to other stock market professionals through stupidity and ignorance. These are the people who constantly praise Nike, LVMH, Starbucks and the like as the kings of returns

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Wiktor_06@Wiktor_06

3J

@Marcelo-80 Thank you for your good feedback. I think I will sell $PLTR and invest in $UNH. That way I have also reduced the tech sector a bit.

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Carles@Carles

3J

@Marcelo-80 I don’t really agree, there has been a strong reaction in the market, but valuation of $NOVO B at this point is attractive. They still have years of good growth ahead, and they are positioned to be the first on getting in the market an oral weight loss trestment… the performance is lower than Elly’s but still important and just 5% lower than them. Don’t invest cz others say so, but $NOVO B is a good company with a good product and leaders on diabetes. At the actual valuation I don’t think is a crazy investment… but I don’t invest in stocks with bad momentum, that’s what kills me at this point.

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Fabian F.@Fabianfeuer

3H

No more green in 20 years? If you are right, the entire pharmaceutical market will no longer be doing well

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Walter S.@Roots

3J

PayPal out... not palantir...

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Wiktor_06@Wiktor_06

3J

@Roots Nene, $PYPL will still ignite 🚀

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Walter S.@Roots

3J

@Wiktor_06 I think so too... at least within the next few months...
But Palantir?
If it absolutely has to be novo (not for me), then regardless of the rest r
decide...

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Wiktor_06@Wiktor_06

3J

@Roots Thank you, but I just need cash to buy more.

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Richard@Richpi

2J

I don't think it's a good idea to go for turnaround investments with hype from the past. It's better to invest in shares with more growth potential for the future.

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Wiktor_06@Wiktor_06

2J

@Richpi Which ones do you have in mind?

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Richard@Richpi

2J

@Wiktor_06 I would therefore prefer to invest in Hims, Sofi and Oscr, which in my opinion have more potential for the future. Furthermore, they are in similar sectors to Novo, Paypal and United Health respectively.

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BamBamInvest@BamBamInvest

2J

I think it's good, but I would also throw $PYPL out right away, the healthcare sector is anti-cyclical and historically certainly not a mistake now, is below the 10-year and 30-year average ✌️ $PLTR is also extremely highly valued, can go on like this, but doesn't have to. However, I believe there are many companies that are growing faster and have a better opportunity / earnings profile over the next few years, depending on your investment strategy, age, etc.

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Sascha D.@Kalleminogue

2J

I would sell maybe half of the Palantir! ?

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Wiktor_06@Wiktor_06

2J

@Kalleminogue I'll wait until the €180 is cracked and then I'll get out

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AkeOSelman@AkeOSelman

2J

@Wiktor_06 Please stop @Marcelo he has formulated it clearly with the All world.

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Mario V.@SuperMarioEmpire

1J

Very questionable whether Novo will ever reach the ATH - more competitor studies also look mediocre - not a buy candidate for me.
I am a PLTR fan and +920% for me absolutely long with 500shares so for 10-15 years

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