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Sibi Sekar Profile
Sibi Sekar

@selected_value

Followers
46
Following
330
Media
9
Statuses
45

Selectively contrarian.

Joined June 2025
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@selected_value
Sibi Sekar
1 day
RT @MarioNawfal: 🚨 EXCLUSIVE INTERVIEW: “ETH TO $60K, BITCOIN TO $1M, AND STABLECOINS WILL FUND THE U.S. GOVERNMENT”. He called Bitcoin at….
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Sibi Sekar
8 days
I am getting a little nervous with the way the market is moving. I trimmed my positions in 3 out of the 4 stocks I am currently holding. Holding 12% cash in case we see a sharp correction.
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@grok
Grok
11 days
Join millions who have switched to Grok.
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@selected_value
Sibi Sekar
23 days
Now I understand why $NVO is more worried about the compounders and copycats of GLP-1s and least worried about their competition with $LLY. Novo Nordisk is confident about their products and they know they can outperform Eli Lilly. It is the cheap rip-offs they're worried about.
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Sibi Sekar
25 days
I just bought another 30 shares of $NVO before the much awaited Earnings Call. I am more than comfortable holding Novo Nordisk with a cost basis below 50$/share. Can we officially call this a bottom? I don't know, falling knifes are unpredictable.
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Sibi Sekar
26 days
RT @PayPal: Innovation at PayPal starts with our people. At our AI Summit, employees from across the business shared how AI is powering rea….
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Sibi Sekar
27 days
Will #ITC Ltd. 5x in the next 10 years? Were Q1FY26 results good enough? Will the recovery in urban consumption and rural demand boost the performance of FMCG companies, especially ITC?. Watch the video to see the future price prediction of ITC Ltd.
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Sibi Sekar
29 days
$UNH is not $META in 2022. It's going to be a slow turnaround, but we're going to get paid a little more than 3.5% for waiting. The highest dividend yield $UNH has ever offered historically.
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Sibi Sekar
29 days
$NVO doesn't deserve such a low earnings multiple. The revised guidance suggests a slowed down growth, they didn't say that growth would vanish. The new CEO has a clear vision, Novo is still milking cash, growth still exists & the compounded GLP-1s are just a temporary headwind.
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Sibi Sekar
1 month
Despite the uncertainty, I still am sure that Novo Nordisk doesn't deserve to trade at the multiple it was trading at during The Global Financial Crisis. Mr. Market has priced $NVO as if the entire Weight Loss/Obesity drugs phase didn't happen. Dividend Yield is above 3.5% now.
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Sibi Sekar
1 month
We're still in the 1st week of January with regard to weight loss drugs. $NVO needs to put up the big fight with $LLY instead of dealing with the compounders. The new CEO has amazing experience in International Operations & $NVO probably has a upper hand in global expansion.
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Sibi Sekar
1 month
It was $NVO's market to lose & they lost it without a good fight. They've finally realised that they need to put up a fight to retain their existing market share & to expand in the coming years. The GLP-1 market is still in its early stages & I am sure Novo's staying.
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Sibi Sekar
1 month
I say "PainPal" naturally and I seldom call it PayPal these days. I see a lot of people using the term "PainPal" as a substitute to PayPal. Weirdly, it increases my conviction in the stock.🤣. $PYPL to all time highs by 2030.🚀.
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Sibi Sekar
1 month
The best "buy and hold for 5 years" businesses I currently am accumulating are:. 1) $NVO - 13x earnings, growth didn't die, growth slowed down. 2) $UNH - DOJ probe will vanish, EPS growth will restart after revision of premium prices. 3) $PYPL - Huge buybacks, stable growth.
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Sibi Sekar
1 month
The new CEO of $NVO, Maziar Mike Doustdar has worked in Novo Nordisk for 33 years. He seems to have a clear vision and trajectory for the Danish Pharma Giant. I hope the execution is as good.
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Sibi Sekar
1 month
3 value plays that tanked today. $UNH - Insurance Giant. $NVO - Danish Pharma Giant. $PYPL - A Global Fintech Company. I wonder how the returns would be if someone created a equi-weighted portfolio with just these three businesses and held it until 2030. Your thoughts?^.
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Sibi Sekar
1 month
Notes from the CEO of $PYPL. I THINK THE RESULTS ARE GREAT. I wonder why the stock is down. I am holding and probably adding more if it drops further.
@acce
Alex Chriss
1 month
1/ PayPal released strong second quarter results this morning, driven by continued strength across many of our strategic initiatives, ranging from @PayPal and @Venmo branded experiences to processing and value-added services. Based on our momentum, we are raising our full-year.
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Sibi Sekar
1 month
To fellow $UNH shareholders,. Unlike several claims, I don't believe that this particular Earnings Report/Call is the ultimate game changer. They've a great track record of emerging stronger from tough times. Turnaround plays usually take a significant period of time to realise.
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Sibi Sekar
1 month
Stephen Hemsley, during his time as the CEO of United Health, rewarded the shareholders with a five bagger. What should one expect from the OG CEO of $UNH in the upcoming earnings call? ⬇️
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Sibi Sekar
1 month
Bullish $PYPL. I hope the stock tanks one last time so that I can buy a full position. PayPal to all time highs by 2030.
@PayPal
PayPal
1 month
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Sibi Sekar
1 month
The 3 undervalued companies I'm currently adding in the Healthcare sector:. 1) $UNH - The Insurance Sector Giant. 2) $OSCR - The Insurance Sector Disruptor. 3) $NVO - The Pharma Cash Cow. Note: $OSCR is realtively riskier & a bit speculative, but I am comfortable holding it.
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