(all figures reported in USD unless otherwise stated) Novo Nordisk represents one of the top 7 investment positions in the Gnostic Model Portfolio Novo Nordisk, a Danish company, is the largest producer of diabetes and prescription weight loss medicines on…
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Novo Nordisk (NVO-NYSE, $133.33) to Benefit From the First Change in US Guidance Regarding Childhood Obesity in 15 years.
Posted in Open Blog
Grupo Aeroportaurio Del Sureste (ASR-NYSE, $256.74) Reports a 30.3 Million Passenger Throughput at Cancun International Airport for 2022.
Total passenger traffic at all Mexican airports operated by ASUR was 39.5 million, up from 34.2 million in 2019. 2019 represented the previous peak year prior to Covid-19 travel restrictions and is considered the representative baseline year (normalized) for travel…
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Gnostic Model Portfolio Return for the Fiscal Year Ended 12/31/2022.
(All figures are quoted in USD unless otherwise stated) For the fiscal quarter ended 12/30/2022, the Gnostic Global Portfolio closed with a value of $677.31. This compares to the valuation for the 3rd quarter ended 09/30/22 at $576.60, resulting in…
Posted in Open Blog
Grupo Comercial Chedraui (CHDRAUIB.MX, $4.27 USD) Completes Purchase of the 36 Store Chain Tiendas de Descuento Arteli.
The purchase, priced at roughly 3X EV/EBITDA, represents an example of the fiscal discipline involved in the expansion of Chedraui throughout its competitive markets. In addition to the 36 stores under the banners Arteli, Arteli Express and Aká Superbodega, the…
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Secular Trend Investing Demands as Much from its Investors as it offers.
“Don’t End Up in the Washing Machine”. This cryptic counsel, offered up by an impossibly lean guide heading up the overnighter to Punta San Lorenzo, Ecuador, differs from vacation hotel surf instruction tips, issued at beginner surf lessons taken at…
Posted in Open Blog