Best Buys For June
June is beginning, but is it offering good opportunities? Let's find out!
Welcome back, Fluenteers!
June has officially begun! I started it off with my birthday yesterday, and to make this month even more special, we’re discussing the best buys for this month. These companies have a proven track record, predictable revenues, stellar management, and a robust secular trend, ensuring continued growth for the years to come. You do not want to miss this list.
Here are the best buys of June.
Happy compounding!
Best Buy #1: Novo Nordisk (Ticker: $NVO)
Live Longer, Live Better. Novo Nordisk is reshaping global health.
Novo Nordisk isn’t just another pharma company.
It’s a purpose-built powerhouse with one mission:
Defeat diabetes and chronic diseases with relentless innovation.
While rivals diversify across therapeutic areas, Novo Nordisk goes deep, relentlessly advancing metabolic health through:
Best-in-class diabetes care
Game-changing GLP-1 therapies
Long-term R&D in obesity and rare diseases
This isn’t about pills. It’s about impact, access, and scientific excellence.
A pipeline designed with a purpose.
Novo’s strength lies in focus, and it shows in the data:
Semaglutide (Ozempic, Wegovy): A category-defining GLP-1
Obesity treatment: Addressing a $100B+ global problem
Insulin: Still innovating after a century of leadership
Early-stage pipeline: Cardiovascular, NASH, Alzheimer’s
This isn’t chasing fads. It’s building solutions that last.
Trust, not hype.
Novo isn’t a hype-driven biotech. It earns its premium by staying disciplined:
Consistent operating margins above 40%
20+ years of uninterrupted dividend payments
Vertical integration from R&D to manufacturing
Heavy reinvestment in data, trials, and education
While others talk growth, Novo delivers sustainability.
Global reach. Local relevance.
With operations in 80+ countries, Novo adapts without diluting:
Affordable insulin in low-income markets
Tiered pricing and access programs
Education partnerships with physicians and health systems
Direct-to-consumer obesity awareness campaigns
Healthcare isn’t one-size-fits-all. Novo builds bridges, not walls.
Obesity is a megatrend, and Novo is leading it.
GLP-1s are changing the game—and Novo is years ahead:
First-mover advantage in a rapidly expanding market
Real-world outcomes: weight loss, lower A1C, cardiovascular benefit
Expanding manufacturing capacity to meet insatiable demand
Clinical trials now targeting kidney disease, dementia, and more
What started with diabetes could redefine modern medicine.
Understated, overperforming.
Novo doesn’t scream. It compounds:
Ranks among Europe’s most valuable companies
Robust free cash flow and low debt
Steady buybacks and shareholder-friendly policies
Relentless focus on return on invested capital
It’s not about growth at all costs—it’s growth with conviction.
A business with leverage inside.
Every success in one area strengthens another:
Diabetes → Obesity
Obesity → Cardiovascular
GLP-1 platform → Multiple indications
Global brand → Local trust
Each breakthrough feeds the flywheel.
Novo Nordisk stands apart.
Not because it’s the flashiest.
But because it’s:
Mission-driven
Financially elite
Operationally flawless
Deeply trusted by physicians and patients alike
While others dilute or diverge, Novo stays focused and flourishes.
It’s not just medicine. It’s longevity, powered by purpose.
Novo isn’t for every investor.
But if you believe healthcare can be profitable, precise, and principled, this is one you should know by name.
Best Buy #2: Tatton Asset Management (Ticker: $TAM)
Tatton isn’t just another asset manager.
It’s a quietly compounding business built around one belief:
Financial advice should be accessible, efficient, and independent.
While legacy players cling to outdated models, Tatton simplifies the stack:
Platform-agnostic portfolios
Scalable DFM (Discretionary Fund Management) services
Low-cost, high-touch support for IFAs
This isn’t Wall Street flash. It’s a UK-based discipline with an advisor-first edge.
Built for advisors. Tuned for scale.
Tatton’s model is lean by design:
No direct-to-consumer conflicts
Serves 900+ IFA firms across the UK
17.6 bn+ in AUM and growing
Offers model portfolios, ESG options, and retirement strategies
IFAs keep the client. Tatton does the heavy lifting.
Recurring. Predictable. Profitable.
Tatton doesn’t chase performance fees or exotic risk.
Its revenue engine is simple and resilient:
~85%+ of revenue is recurring
High client retention
Minimal capital requirements
Operating margins ~45%
In a volatile world, that kind of visibility is rare and valuable.
Light touch, deep trust.
Advisors use Tatton because it saves time and earns trust:
Seamless portfolio integration across platforms
Consistent outperformance vs. passive benchmarks
FCA-aligned risk profiling
Ongoing support and compliance help
It’s not just software. It’s service with soul.
Bigger forces at play.
Tatton sits at the crossroads of three structural tailwinds:
Regulatory pressure: IFAs need compliant, scalable solutions
Advisor consolidation: Outsourced investment management becomes a must
Aging population: Growing need for retirement advice and steady portfolios
Tatton doesn’t need to chase the future—it’s already positioned for it.
Compounding with class.
While fintechs burn and pivot, Tatton compounds:
Debt-free, cash-rich balance sheet
High ROCE with low capital intensity
Consistent dividend growth
Bolt-on acquisitions to expand reach without diluting the model
It doesn’t shout. It stacks quietly and effectively.
There’s leverage inside.
Every IFA added increases lifetime value:
More AUM with zero marketing cost
Cross-sell with Paradigm (compliance & mortgage services)
Operating leverage as scale increases
Optionality for future fee models or B2B tools
This is a flywheel hidden in plain sight.
Tatton stands apart.
Not because it’s the biggest.
But because it’s:
Trusted by advisors
Loved by clients
Efficient by design
Predictable in its growth
While asset managers wrestle with redemptions and reinvention,
Tatton just grows—slow, steady, and sticky.
It’s not just fund management. It’s infrastructure for the modern IFA.
But if you believe simplicity, trust, and recurring revenue still matter, this might be your kind of business.
Best Buy #3: Oscar Health, Inc. (Ticker: $OSCR)
Oscar Health is rethinking what insurance feels like.
Not just policies. A platform. A partner. A product people actually like using.
Born in a broken system, Oscar is doing something radical:
Making health insurance human.
Where most insurers hide behind paperwork, Oscar builds:
Intuitive tech for members and providers
Real-time support, not 2-hour hold music
Smarter networks that lower costs without cutting care
This isn’t just about healthcare access. It’s about healthcare experience.
Software where there used to be silence.
Oscar’s edge isn’t branding. Its infrastructure:
A full-stack insurance platform built in-house
Scalable claims engine and care routing
Smart engagement tools that improve outcomes
Modular technology now powering external partners via +Oscar
They’re not just selling plans. They’re licensing the future.
Small footprint. Outsized ambition.
Oscar’s membership is concentrated but growing:
1M+ members across Individual, C+O, and Medicare Advantage
Top share in ACA marketplaces like Texas and Florida
Employer group plans on the horizon
Expanding revenue via platform deals with names like Health First
Each new state or partnership brings flywheel effects.
Not profitable yet—but getting surgical.
Oscar spent years building the rails. Now the focus is on tuning:
Medical Loss Ratio (MLR) down
Admin costs falling due to automation
Underwriting precision is improving every quarter
Narrowed loss in 2024, aiming for full profitability in 2025
They’re not scaling chaos. They’re scaling control.
Why now? Because healthcare is finally changing.
Three shifts, Oscar is riding with precision:
Digital-native patients who expect seamless care
ACA stabilization and Medicaid expansion
Health systems seeking better data and more aligned payers
Oscar’s model doesn’t resist these trends. It enables them.
The tech is working. The timing is right.
Most insurers can’t build software.
Most tech companies lack a comprehensive understanding of healthcare.
Oscar lives in both worlds—and that’s its moat.
90%+ of claims are auto-adjudicated
Member NPS scores that crush industry norms
Platform revenue that scales faster than membership
Leadership that combines health policy, actuarial rigor, and design thinking
It’s messy. But it’s moving.
Oscar isn’t the safe choice.
It’s the one you make when you believe the system has to change—and someone’s finally figured out how.
Not for value investors.
Not for yield chasers.
But if you bet early on platform-first plays,
Oscar deserves your attention.
Not just a health insurer.
A user experience company in a $4T industry that forgot what users even are.
Best Buy #4: Alphabet Inc. (Ticker: GOOG/GOOGL)
Yes, I’ve previously mentioned GOOGL 0.00%↑ . But it’s worth mentioning again.
Google doesn’t chase attention. It organizes the world.
At its core, Alphabet is still what it started as:
An information infrastructure company.
But what once meant ten blue links on a webpage,
now means:
Organizing the internet
Hosting half the cloud
Powering global devices
Running the rails of AI itself
Google Search was the gateway.
The rest? Compounding dominance at scale.
Cash cow with compute muscle.
Search and YouTube print the cash.
But Alphabet reinvests relentlessly:
AI supercomputing via TPU and DeepMind
YouTube is the second-largest video engine on Earth
Google Cloud is quietly taking the B2B share
Android in 3B+ hands with embedded monetization
This isn’t a one-trick pony.
It’s a platform of platforms—each one sticky, scaled, and essential.
Not just advertising. Algorithms with an edge.
Google doesn’t just sell impressions. It sells intent.
World-leading data set of human behavior
Performance-maximizing ad tools for SMBs to Fortune 500s
Search is still dominant despite years of challengers
AI-enhanced results surfacing faster, better, and more personally
Every click sharpens the model.
Every query improves the moat.
AI-native, not AI-reactive.
Alphabet didn’t pivot into AI. It helped invent it.
DeepMind’s AlphaFold cracked protein structures
Gemini is their answer to large language models
Google Photos, Gmail, Maps—already infused with AI
TPU hardware is built to run internal models faster than off-the-shelf chips
They’re not bolting AI onto the side.
They’re running AI through the core.
Optionality in plain sight.
Alphabet has quietly stacked levers of future growth:
Waymo (autonomous driving) scaling in Phoenix and SF
Verily (health tech) focused on clinical-grade data
Google Workspace is winning corporate hearts post-Zoom
Cloud absorbing legacy IT budgets across sectors
Some will flop. Some will fly.
But even one hit could be another billion-dollar business.
Financials that fund everything.
What happens when a company has:
$80B+ in annual free cash flow
55%+ gross margins
Zero debt
$10B+ in cash
They invest in decade-long bets—
and don’t need your permission to wait.
Alphabet doesn’t need hype.
Its products already run the modern world.
Search. Android. YouTube. Chrome. Gmail. Docs. Maps. Photos.
Ubiquity doesn’t need reinvention. It just needs reinforcement.
This isn’t a turnaround story.
This is foundational infrastructure for the digital age,
still innovating from a position of absurd strength.
If you want moonshots, go elsewhere.
If you want deep moats and cash-fueled optionality,
Google’s been doing that since before it was cool.
Best Buy #5: Salesforce (Ticker: $CRM)
Salesforce doesn’t sell software. It sells certainty.
In a world drowning in data and disconnected tools,
Salesforce brings it all together.
It started with CRM.
Now, it’s the operating system for a customer-centric business.
Sales
Service
Marketing
Commerce
Analytics
AI
One platform. Every customer touchpoint.
The cloud was step one. Integration was step two.
Salesforce mastered the vertical stack:
Build once, serve every industry.
Then it bought the horizontal puzzle pieces:
Slack for communication
MuleSoft for integrations
Tableau for data clarity
Heroku for developers
ExactTarget and Pardot for marketing reach
Now it’s not just one product. It’s gravity.
From licenses to lifetime value.
Salesforce thrives on long-term relationships, not one-time sales:
90%+ revenue is subscription-based
Net revenue retention above 100%
Multicloud adoption = deeper wallet share
Gross margins that fund aggressive innovation
This isn’t project work. It’s embedded infrastructure.
AI-native from the inside out.
Every Salesforce product is getting smarter:
Einstein → predictive sales, automated support
AI-generated insights directly into dashboards
Code-free automation for non-technical users
Slack GPT for faster internal decision-making
It’s not AI for show. It’s AI where work actually happens.
Enterprise-first, but everywhere.
Salesforce owns the high ground in enterprise SaaS:
Fortune 500 penetration is off the charts
Trusted in regulated sectors like healthcare and finance
Expanding internationally while keeping churn low
Strong partner ecosystem of consultants and integrators
It’s not just in the building. It is the building.
From growth story to cash machine.
For years, Salesforce prioritized scale.
Now it’s showing discipline:
Operating margins expanding
Share buybacks initiated
Profitable across segments
Focus on ROI and shareholder returns without sacrificing vision
The rocket is in orbit. Now it’s optimizing fuel.
Salesforce stands out by stitching it all together.
Most software solves one slice of the problem.
Salesforce unifies the full experience—from lead to loyalty.
Trusted brand
Embedded deeply
Platform leverage
Constant iteration
It compounds through connection.
This isn’t just enterprise software.
It’s a blueprint for how modern companies operate.
If you believe the future of business is digital, integrated, and AI-enhanced—
Salesforce isn’t riding the wave.
It’s building the tide.
Read the best buys of the previous months. There are still tremendous opportunities waiting to be taken advantage of by you! 👇🏻
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- Yorrin (FluentInQuality)
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Disclaimer
I do hold shares in Google, and I intend to buy shares in Tatton Asset Management in the future.
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Excellent analysis of Novo Nordisk !!!! (I have it in my PTF). In my opinion, A key factor for income-focused investors will be whether its dividend growth rate (DGR) can keep pace with earnings, or if capital will be prioritized for R&D and expansion.
Novo remains interesting. I started my position in April and it's still at a decent price imo