(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…
Monthly Archives: August 2023
Adyen NV (ADYEY-OTC, $8.47 US). An EBITDA Decline Does Not Equate to a Change in my Investment Thesis.
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