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Anne Marie and Mike are back and they are here to pitch two big name stocks trading on the cheap.
First up: Novo Nordisk. The Ozempic darling soared in 2024, but tough competition from Eli Lilly and a tumultuous relationship with Hims & Hers has left this pharmaceutical in the bin. Mike goes over its latest troubles but reminds us that it’s a market leader in a rapidly expanding market. Should you pick up this discounted giant? Tune in to hear the full pitch.
Later, Anne Marie breaks down Nike. Her favorite stock for 2025, Nike is in the middle of a significant brand realignment resulting in some short-term pain. However, suffering may be coming to an end according to its latest quarterly report, and the market is beginning to warm back up to the long-suffering swoosh. Can the home of “Just Do It” beat the tariff blues?
Make sure to grab your copy of our “The ‘Sell America’ Thesis” here:
https://www.mywallst.com/the-sell-america-thesis
If you’re looking for great international growth stocks to supercharge your portfolio, look no further than Nexus II.
Since its launch in November 2024, Nexus II has been trouncing the S&P 500.
To celebrate, we’re offering our loyal listeners a phenomenal discount—so good, we can’t share it publicly.
To claim your discount, email us at [email protected]
There are a limited number of early bird tickets available for Investicon.
Grab yours here:
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00:00 Intro
03:37 US Dollar Decline and Portfolio Implications
10:03 Novo Nordisk: A Deep Dive
29:37 Potential Beyond Obesity Treatment 33:24 Nike's Comeback Story
45:34 Marketing and Brand Positioning