Monthly Archives: August 2023

Adyen NV (ADYEY-OTC, $8.47 US). An EBITDA Decline Does Not Equate to a Change in my Investment Thesis.

(EU converted to USD at the rate of 1.0868 as of 06/30/2023). Adyen NV, the fast growing publicly traded payment processor, reported a very disappointing first half 2023 fiscal result. Net revenues, at $803.2 million US, increased by 4.4% as

Posted in Open Blog

Novo Nordisk (NVO-NYSE, $187.57) and Eli Lilly (LLY-NYSE, $517.53) Seek to Potentially Upend Modern Preventative Healthcare. There Will be Winners and Losers.

A key study, detailed today, published by Novo Nordisk, confirm what has been widely assumed by medical researchers in the rather new GLP-1 medication class; that in addition to providing quantifiable and fairly immediate benefits for those with type 2

Posted in Open Blog
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