Investeringspodcasten 297: Fear and Greed
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I denne uges afsnit af Investeringspodcasten dykker Hansen og Larsen ned i den nære fremtid for Novo Nordisk, fear and greed i AI-aktier, og hvad vi kan lære af Bavarian Nordic-forløbet. Hør også om hvordan biotek-aktier som Eli Lilly, Gubra og Zealand Pharma står i forhold til Novo Nordisk.
00:00 Intro
00:49 Bavarian Nordic
10:17 Fear and Greed
15:41 Zealand Pharma
21:30 Novo NordiskLæs Pers blog om Bavarian: Aktien er som ludobrikken sendt tilbage til start
https://proinvestor.com/boards/129488/ -
11:24 "Bitcoin er en stor fugl på taget"
I så fald er det en mekanisk nattergal uden fjer og med rustne vinger, der på et tidspunkt løber tør for batterier og falder ned fra taget
Bitcoin er næsten lige så meget værd som Amazon 12:34 Oracle
'Big Short' investor Michael Burry accuses AI hyperscalers of artificially boosting earnings
https://www.cnbc.com/2025/11/11/big-short-investor-michael-burry-accuses-ai-hyperscalers-of-artificially-boosting-earnings.htmlMichael Burry says Oracle and Meta are wildly overvalued. Here's the root of his criticism.
https://www.marketwatch.com/story/michael-burrys-latest-ai-criticism-is-on-depreciation-what-its-all-about-fbc8893a"Understating depreciation by extending useful life of assets artificially boosts earnings - one of the more common frauds of the modern era," Burry wrote. "Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful lives of compute equipment. Yet this is exactly what all the hyperscalers have done."
Der er en investor fra Omaha, der har nævnt flere gange gennem årene, at nedskrivninger ikke er en imaginær udgift for virksomheder.
Vedhæftet en figur med net PPP (grøn) og nedskrivninger (blå) for Oracle.
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Jeg spurgte en LLM, om Novo Nordisk Fonden har koebt aktier i NN de seneste 30 aar. Det mente den ikke. Er det et korrekt svar? Til gengaeld fandt den blandt andet denne artikel til mig:
Novo Nordisk A/S purchases B shares worth DKK 4,736 million from Novo Holdings A/S under the 2024 share repurchase programme
https://www.inderes.dk/en/releases/novo-nordisk-as-purchases-b-shares-worth-dkk-4736-million-from-novo-holdings-as-under-the-2024-share-repurchase-programme?utm_source=proinvestor.com -
The question everyone in AI is asking: How long before a GPU depreciates?
https://www.cnbc.com/2025/11/14/ai-gpu-depreciation-coreweave-nvidia-michael-burry.html?utm_source=proinvestor.com
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