Antonio Linares
RT @ondrejslunecko: @alc2022 Antonio woke up, had a nice day, some forest or beach, and only when night came, he chose violence
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RT @ondrejslunecko: @alc2022 Antonio woke up, had a nice day, some forest or beach, and only when night came, he chose violence
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Offshore
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Brandon Beylo
RT @marketplunger1: It takes 18 years to bring a new mine online.
Yet we're facing supply shortages today.
We're banning critical material imports from China today.
We're demanding OEMs source domestic metals today.
We're fighting two wars, Electrification, and a failing grid today.
Wake up.
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RT @marketplunger1: It takes 18 years to bring a new mine online.
Yet we're facing supply shortages today.
We're banning critical material imports from China today.
We're demanding OEMs source domestic metals today.
We're fighting two wars, Electrification, and a failing grid today.
Wake up.
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Brandon Beylo
Lol Nvidia $NVDA limit down Monday.
They don’t ring a bell at the top.
But sometimes a Barron’s magazine is good enough. https://t.co/XXUJ701RDT
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Lol Nvidia $NVDA limit down Monday.
They don’t ring a bell at the top.
But sometimes a Barron’s magazine is good enough. https://t.co/XXUJ701RDT
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Brandon Beylo
How do I like a tweet 100 times?
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How do I like a tweet 100 times?
Peace in Chicagoland https://t.co/qmi7bu3XzV tweet
AkhenOsiris
A few years ago, TikTok getting banned was about as likely as Trump apologizing for the insurrection, i.e. next to impossible. Yet here we are.
- Will China allow a sale?
- How will China retaliate?
- Will this drag in the courts for an extended period?
If this results in a ban
Clear Winners: $META $SNAP $GOOGL
Is $ORCL a clear loser? Sentiment-wise possibly, but not sure what % of OCI revs are from TikTok
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A few years ago, TikTok getting banned was about as likely as Trump apologizing for the insurrection, i.e. next to impossible. Yet here we are.
- Will China allow a sale?
- How will China retaliate?
- Will this drag in the courts for an extended period?
If this results in a ban
Clear Winners: $META $SNAP $GOOGL
Is $ORCL a clear loser? Sentiment-wise possibly, but not sure what % of OCI revs are from TikTok
tweet
Antonio Linares
$HIMS has 100X potential over the long term.
$HIMS is a digital health enterprise that connects patients with doctors through a mobile application and processes prescriptions through its automated pharmacy systems.
$HIMS is still a small company, at a market cap of $2.5B. But my impression is that if it carries on executing this well, it will soon be a much larger company. I see extraordinary management and a company that is able to take on one "impossible" challenge after another.
Here are the six principal value drivers for the company:
1. Cost Efficiency: $HIMS offers treatment for an expanding array of medical conditions at prices lower than what individuals would typically pay with insurance. This provides a significant competitive edge in a sector plagued by rising costs.
2. Growth in Service Areas: With each quarter, $HIMS expands its treatment capabilities to include more conditions. The company's management consistently selects new areas for expansion wisely, enhancing its operational cash flow.
3. Exceptional Organizational Properties $HIMS has adeptly built a combined operation of software (the app) and hardware (pharmacies) within the challenging healthcare sector. For example, just two years post-launch, the $HIMS iOS app ranks #16 in healthcare in the U.S App Store., showcasing the company's exceptional organizational capabilities.
4. AI-Powered Analytics: $HIMS stands out as the pioneer in actually using data to optimize its healthcare infrastructure at a high pace, in a way that the traditional healthcare system and its adjacent companies are simply not able to. This positions $HIMS to grow more rapidly than its competitors over time.
5. Customized Care: As $HIMS treats more conditions, it reduces customer acquisition costs and enhances lifetime value, moving towards more tailored healthcare solutions. This not only increases the indispensability of $HIMS for its users but also encourages longer retention on the platform.
6. Enhanced Operating Efficiency: By broadening its services and optimizing its automated pharmacy operations, $HIMS enhances its operational efficiency. This is difficult for competitors to replicate on a large scale, leading to better unit economics and an improving cash flow situation over time.
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$HIMS has 100X potential over the long term.
$HIMS is a digital health enterprise that connects patients with doctors through a mobile application and processes prescriptions through its automated pharmacy systems.
$HIMS is still a small company, at a market cap of $2.5B. But my impression is that if it carries on executing this well, it will soon be a much larger company. I see extraordinary management and a company that is able to take on one "impossible" challenge after another.
Here are the six principal value drivers for the company:
1. Cost Efficiency: $HIMS offers treatment for an expanding array of medical conditions at prices lower than what individuals would typically pay with insurance. This provides a significant competitive edge in a sector plagued by rising costs.
2. Growth in Service Areas: With each quarter, $HIMS expands its treatment capabilities to include more conditions. The company's management consistently selects new areas for expansion wisely, enhancing its operational cash flow.
3. Exceptional Organizational Properties $HIMS has adeptly built a combined operation of software (the app) and hardware (pharmacies) within the challenging healthcare sector. For example, just two years post-launch, the $HIMS iOS app ranks #16 in healthcare in the U.S App Store., showcasing the company's exceptional organizational capabilities.
4. AI-Powered Analytics: $HIMS stands out as the pioneer in actually using data to optimize its healthcare infrastructure at a high pace, in a way that the traditional healthcare system and its adjacent companies are simply not able to. This positions $HIMS to grow more rapidly than its competitors over time.
5. Customized Care: As $HIMS treats more conditions, it reduces customer acquisition costs and enhances lifetime value, moving towards more tailored healthcare solutions. This not only increases the indispensability of $HIMS for its users but also encourages longer retention on the platform.
6. Enhanced Operating Efficiency: By broadening its services and optimizing its automated pharmacy operations, $HIMS enhances its operational efficiency. This is difficult for competitors to replicate on a large scale, leading to better unit economics and an improving cash flow situation over time.
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Antonio Linares
RT @Skillful_Memes: @JLog @unwisewords42 @alc2022 In the world where Tesla goes to $30T, other tech AI companies will also go up significantly. So Tesla wouldn't be 10x the next biggest. Multiple companies are going to profit hugely on the AI revolution. I predict Nvidia, Google, Apple, and others all will be $10T+.
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RT @Skillful_Memes: @JLog @unwisewords42 @alc2022 In the world where Tesla goes to $30T, other tech AI companies will also go up significantly. So Tesla wouldn't be 10x the next biggest. Multiple companies are going to profit hugely on the AI revolution. I predict Nvidia, Google, Apple, and others all will be $10T+.
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The Long Investor
RT @Investingcom: 🇺🇸U.S. ECONOMIC DATA THIS WEEK:
*SERVICES PMI (TUES.)
*MANUFACTURING PMI (TUES.)
*NEW HOME SALES (TUES.)
*DURABLE GOODS ORDERS (WED.)
*Q1 GDP (THURS.)
*JOBLESS CLAIMS (THURS.)
*PENDING HOME SALES (THURS.)
*CORE PCE INFLATION (FRI.)
*CONSUMER SENTIMENT (FRI.)
$DIA $SPY $QQQ $VIX 🇺🇸 🇺🇸
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RT @Investingcom: 🇺🇸U.S. ECONOMIC DATA THIS WEEK:
*SERVICES PMI (TUES.)
*MANUFACTURING PMI (TUES.)
*NEW HOME SALES (TUES.)
*DURABLE GOODS ORDERS (WED.)
*Q1 GDP (THURS.)
*JOBLESS CLAIMS (THURS.)
*PENDING HOME SALES (THURS.)
*CORE PCE INFLATION (FRI.)
*CONSUMER SENTIMENT (FRI.)
$DIA $SPY $QQQ $VIX 🇺🇸 🇺🇸
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Giuliano
The relation between the price of land and interest rates.
Adam Smith, 1776. https://t.co/DYHUcQeDdc
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The relation between the price of land and interest rates.
Adam Smith, 1776. https://t.co/DYHUcQeDdc
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