Long-Term Investing
The Danish leader in healthcare for serious chronic diseases, Novo Nordisk (CPH:NOVO-B), is undergoing a transformation from a company with explosive growth driven by GLP-1 treatments (Ozempic, Wegovy) to a more mature company focused on growth through volume rather than profit margin. With its new CEO, Maziar Mike DOUSTDAR, and having lost its ability to … Read more
Netherlands-based Wolters Kluwer (WKL) has built a wide moat and currently shows a 82% Recurring Revenue (RR) rate, navigating within a niche business with high barrier to entry, high switching costs, high quality unique intangible assets, excellent reputation. Asset-light WKL has successfully become a digital tool essential to mission-critical professionals such as health and law … Read more