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