Kontra Investments
KontraNewsletter about investing and company deep-dives
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 118 | Founded | 6 years ago | Last Issue | 6 days ago |
| Active | |||||
Read this Newsletter
kontrainvest.substack.comLatest Issues
Novo ($NVO) is turning but there is still a long road ahead.
Introduction
For most of 2026 (and some would say longer), owning Novo has been mildly (or for some madly) frustrating and meant being told every Friday that Lilly is winning. Over the last two weeks I sense that the tone has shifted. N...
Novo Nordisk ($NVO) ahead of CMD: the doubling thesis and a broader pipeline
Introduction
I am still cautiously optimistic about Novo Nordisk ahead of the Capital Markets Day on September 21 and I think there is a solid likelihood that Novo will trade at around DKK 370 in twelve months. My “doubling” thesis tell...
Novo’s Oral Lead Holds Even as Lilly Wins the Week
Foundayo rebounded 11.6%, but oral Wegovy remains more than four times as large and the GLP-1 category keeps expanding
Introduction
GLP-1 Tracker ($NVO $LLY): Oral Obesity is becoming a market of its own
Week ending 31 July 2026. Foundayo at week 17 of launch. Wegovy pill at week 30.
Oral Wegovy alone now represents roughly 35% of total Wegovy prescriptions.
Novo Nordisk after Q2 ($NVO $LLY): There are reasons to be more constructive
Introduction
Introduction
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Kontra Investments.
| Subscribers | Engagement | 67 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Independent research. Looking for positive asymmetry. Skin in the game. Not Financial Advice.
Frequently Asked Questions
How can I access the email archive for Kontra Investments?
You can find recent issues that have been published by Kontra Investments on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Kontra Investments have?
To see how many people subscribe to Kontra Investments, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Kontra Investments?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Kontra Investments as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Kontra Investments?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Kontra Investments using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Kontra Investments?
Scroll up to where it says Related Newsletters to see other publications like Kontra Investments. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Kontra Investments?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.