Buying a New European Compounder 💎

High quality business trading at a rare discount to intrinsic value 🏰

Hi partner! 👋

Tomorrow we’re adding a new position to the Quality Growth Portfolio ✅

The company we’re buying? A global leader & high-quality European compounder with a wide moat.

Let’s break it down 👇🏻

We’re buying Novo Nordisk – a world-class healthcare powerhouse.

This business has delivered decades of profitable growth, fueled by organic expansion thr…