Efter kurs-halvering tør investor igen tro på Novo Nordisk

Mange gange har Johannes Møller, partner og porteføljeforvalter i MW Compounders, ærgret sig over at have solgt Novo Nordisk alt for tidligt. Nu er han tilbage som aktionær, efter en kursderoute på 50 pct. siden juni 2024 til 12. marts.I Børsen Investor podcast fortæller Johannes Møller om, hvorfor han igen er med i aktien.Hør også Ole Søeberg, adm. direktør i Nordic Investment Partners, fortælle hvorfor de europæiske aktier står solidt til at outperforme de amerikanske de næste mange år.Hør også, hvad Mikael Bak, direktør i Dansk Aktionærforening, har tænkt sig at gøre for at tale de mindre investorers sag i forhold til afnoteringen af First North-selskabet Orderyoy. En sag, han mener, på ingen måde gavner økosystemet i det danske aktiemarked.Værter: Journalist Gro Høyer Thielst og investorredaktør Simon KirketerpProducer: Mie Hee ChristensenFølg All Star porteføljen her: https://www.home.saxo/da-dk/campaigns/all-star-portfolio

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This episode was published on March 19, 2025.

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