Trading Ideas: UNH, NVO& ASML
@OguzO Capitalist:
1. $ASML Holding NV(ASML)$ has 100% market share in EUVL machines.Down 60% from highs. $Novo-Nordisk A/S(NVO)$ controls 40% of global insulin and 54% of GLP-1 market.Down 67% from highs. $UnitedHealth(UNH)$ is the largest healthcare company in the world and dominates the US market.Down 63% from highs.Sometimes it’s easy.2.Everybody when NVO was at $150: “Give it to me at $100.”NVO at $48: “I am not buying because..”Everybody knows what’s the right thing to do, they just don’t have the stomach.Image3. $UnitedHealth(UNH)$ is now trading at 8 times operating cash flow…This is the largest healthcare company in the world, poised