Novo Nordisk is the second biggest company in Europe by market cap. The obesity drug Vegovi and Zempik are really, really doing well. Whole Hollywood is almost on this drug because they typically seem to take these kinds of Novo Nordisk drugs as a way of cheating yourself into quick loss weight.
In this week's episode, we discuss 5 companies in our portfolios that we don't feel comfortable owning going into a recession.
News of the week includes Novo Nordisk Market cap which now exceeds Nestle. And Unilevers Shrinkflation on Ice cream.
Companies mentioned From EMF are HPQ, Danone, BASF,
The companies mentioned by EDGI are Omega HealthCare and 3M.
Reference Material -
chowder rule Archives - European Dividend Growth Investor (europeandgi.com)