Novo Nordisk (NVO)Entry: Unlock Price target: 99.00-102.00Second PT: Unlock Timeline: Unlock Novo Nordisk is printing money from its obesity control drugs, and there’s no sign of it slowing down. The company is famous for its Ozempic and Wegovy drugs, which have become smash hits, earning it more than $50 billion since 2018. The crazy part? 72% of that revenue comes from the United States. This Denmark-based company is profiting from America’s obesity pandemic, providing a shortcut to weight loss instead of the classic methods such as exercise and a healthy diet. If you’re like us, you may struggle with investing in a company that’s allowing people to “cheat” their way to weight loss. But no matter how you look at it,...
Ventas (VTR)Entry: Unlock Price target: 74.00-76.00Second PT: Unlock If you're looking for a nearly bulletproof real estate investment trust (REIT), Ventas, Inc. should be on your radar. Specializing in the acquisition and ownership of senior housing and healthcare properties, Ventas operates in a sector poised for strong, long-term growth. The senior housing market is expected to expand at a 6% compound annual growth rate (CAGR) over the next five years (Mordor Intelligence), driven by powerful demographic tailwinds. Between now and 2027, 10,000 to 12,000 baby boomers will turn 65 every day, fueling demand for senior housing and healthcare facilities. Notably, 2024 marked the peak year for baby boomers reaching this milestone, reinforcing the long-term investment thesis for Ventas. While most...
Serve Robotics (SERV) Entry: UnlockPrice target: 24.00-24.50Second PT: UnlockServe Robotics is a small company aiming to disrupt a massive industry. The eight-year-old company specializes in self-driving delivery by designing and developing robots that operate in public spaces. Currently, their robots primarily handle food delivery, but this is expected to expand into other forms of delivery in the future. The company has secured major customers, including Walmart, Uber Eats, and 7-Eleven, along with many other notable names—suggesting a promising future for its technology. Serve Robotics already has significant backers. With Uber’s support and Nvidia holding a 10% stake, the company is poised for major expansion this year. After a successful first year in Los Angeles, Serve plans to deploy 2,000 more...
GigaCloud Technology (GCT)Entry: UnlockPrice target: 26.00-27.00Second PT: Unlock GigaCloud Technology has demonstrated impressive annual revenue growth, averaging 60% over the past four years, with no signs of slowing down. The company’s momentum accelerated even further in the first two quarters of 2024, with revenue surging by 97% and 103%, respectively, followed by another 70% increase in the third quarter. This robust revenue expansion has been accompanied by remarkable net income growth, which soared by 308% in 2023. Despite its small-cap status, GigaCloud stands out due to its strong revenue trends and high profit margins. Operating in a niche segment of the distribution industry, the company specializes in global end-to-end e-commerce solutions for large-parcel merchandise. By streamlining everything from product...
The Mosaic Company (MOS) Entry: UnlockPrice target: 33.00-34.00Second PT: Unlock The farmers of America are eager to welcome President Trump back to office, citing his deregulatory policies and longstanding support for local growth. While Trump's stringent tariff policies were seen as a challenge for the agricultural sector during his previous term, his administration implemented measures aimed at ensuring the stability and growth of rural America. Although concerns remain about the potential impact of mass deportations and tariff policies on farming, Trump has consistently emphasized his commitment to supporting farmers and simplifying the challenges they face. Some of those beneficiaries are expected to be fertilizer companies such as Mosaic Co. This is a company that has been around for two decades,...
