Buying a New European Compounder π
High quality business trading at a rare discount to intrinsic value π°
Hi partner! π
Tomorrow weβre adding a new position to the Quality Growth Portfolio β
The company weβre buying? A global leader & high-quality European compounder with a wide moat.
Letβs break it down ππ»
Weβre buying Novo Nordisk β a world-class healthcare powerhouse.
This business has delivered decades of profitable growth, fueled by organic expansion thrβ¦