Offshore
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Antonio Linares
The most impressive thing about $HIMS is how the company is sharing economies of scale with customers, while simultaneously driving leverage, as evidenced by the rising margins.
I've only seen this in world class companies like $AMZN and $TSLA.
Gross margins are up from 80% to 84% YoY and OpEx as a % of revenue is down from 86.10% to 78.77%, as $HIMS continues to reduce prices.
This dynamic is unseen in the US healthcare industry, which is an inflationary hamster wheel that increases prices for customers yearly, such that the amount patients have to pay out-of-pocket on top of their insurance is making healthcare increasingly unaccessible.
Simultaneously, $HIMS is reinvesting more and more capital every quarter. From Q1 2023 to Q1 2024, CapEx has increased from $0.6M to $10.6M. This is a 17X increase in just one year.
$HIMS therefore stands as a beacon of customer centricity in an industry that otherwise doesn't care about the accessibility of its services and products. By reinvesting more capital every year, $HIMS has the potential to snowball into something much bigger.
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The most impressive thing about $HIMS is how the company is sharing economies of scale with customers, while simultaneously driving leverage, as evidenced by the rising margins.
I've only seen this in world class companies like $AMZN and $TSLA.
Gross margins are up from 80% to 84% YoY and OpEx as a % of revenue is down from 86.10% to 78.77%, as $HIMS continues to reduce prices.
This dynamic is unseen in the US healthcare industry, which is an inflationary hamster wheel that increases prices for customers yearly, such that the amount patients have to pay out-of-pocket on top of their insurance is making healthcare increasingly unaccessible.
Simultaneously, $HIMS is reinvesting more and more capital every quarter. From Q1 2023 to Q1 2024, CapEx has increased from $0.6M to $10.6M. This is a 17X increase in just one year.
$HIMS therefore stands as a beacon of customer centricity in an industry that otherwise doesn't care about the accessibility of its services and products. By reinvesting more capital every year, $HIMS has the potential to snowball into something much bigger.
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The Long Investor
Bond sale to increase spending
China is getting ready to increase its QE.
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Bond sale to increase spending
China is getting ready to increase its QE.
China is set to start a $138 billion special sovereign bond sale Friday https://t.co/Tu7moXECBA tweet
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Offshore
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Antonio Linares
Framing $AMD and $NVDA in the context of an "AI Boom" is ignorant. AI or not, humanity is processing exponentially more info every decade.
My focus is on whether a given company can provide that computation with a durable cost/performance advantage to the market or not. https://t.co/k0Vmg3LzpA
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Framing $AMD and $NVDA in the context of an "AI Boom" is ignorant. AI or not, humanity is processing exponentially more info every decade.
My focus is on whether a given company can provide that computation with a durable cost/performance advantage to the market or not. https://t.co/k0Vmg3LzpA
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Offshore
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Brandon Beylo
Looks like copper TC rates just went negative 👀
Absolutely wild.
#copper
H/t @GoldForecast https://t.co/3dFx52QFhH
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Looks like copper TC rates just went negative 👀
Absolutely wild.
#copper
H/t @GoldForecast https://t.co/3dFx52QFhH
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Offshore
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Hidden Value Gems
This Sunday, I shared a short case study on $SEED.L with my subscribers.
It was trading below cash at the start of the year and decided to pay a special dividend (50%) last month.
Also reviewed the latest results and developments at $AER $L $JDW.L $WOSG.L $CPAY
I am thinking of slightly tilting my focus from compounders to deep value to find more companies like SEED.
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This Sunday, I shared a short case study on $SEED.L with my subscribers.
It was trading below cash at the start of the year and decided to pay a special dividend (50%) last month.
Also reviewed the latest results and developments at $AER $L $JDW.L $WOSG.L $CPAY
I am thinking of slightly tilting my focus from compounders to deep value to find more companies like SEED.
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Offshore
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Daniel
“I think I could make you 50% a year on $1 million. No, I know I could. I guarantee that." - Warren Buffett
99% of today's investors invest like 93-ear old Buffett.
Instead, they should invest like young Buffett.
I studied Buffett’s Letters from 1956-1966. Here's his strategy👇 https://t.co/rZjU8mApXM
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“I think I could make you 50% a year on $1 million. No, I know I could. I guarantee that." - Warren Buffett
99% of today's investors invest like 93-ear old Buffett.
Instead, they should invest like young Buffett.
I studied Buffett’s Letters from 1956-1966. Here's his strategy👇 https://t.co/rZjU8mApXM
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Brandon Beylo
In the short-term, the market is a voting machine.
In the long-term, it just waits to see which stock @TheRoaringKitty will pick next.
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In the short-term, the market is a voting machine.
In the long-term, it just waits to see which stock @TheRoaringKitty will pick next.
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Brandon Beylo
This is a very interesting insight into metals sentiment.
Despite record prices and a great 2024, NOBODY cares about metals.
Just like the labor force, it’s getting harder to find investors that give a damn about these markets.
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This is a very interesting insight into metals sentiment.
Despite record prices and a great 2024, NOBODY cares about metals.
Just like the labor force, it’s getting harder to find investors that give a damn about these markets.
Metals Investors in Vancouver. Same old crowd. Metal prices not improving attendance. New people R taking over I have no idea who they R. Coffin & Kaiser R the main draw 4 me. New people R just paid IR people who can tell jokes but no analysis. Probably MIF folds by year end tweet
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Offshore
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Antonio Linares
I see $AMD's stock soaring past $600/share, driven by an innovative product roadmap that remains misunderstood by the market.
The tech industry is currently fixated on AI, largely driven by GPU sales. Yet, $AMD enjoys a unique advantage, as each of its business divisions serves as a distribution channel for its core AI technologies.
This strategic distribution advantage is poised to bolster $AMD's financial performance in the coming years.
AI technology is set to extend beyond GPUs and will infiltrate various computing platforms over the next decade, including smartphones, PCs, vehicles, and household devices.
$AMD's expertise in chiplet technology ideally positions it to integrate AI features across its product range.
Over time, this strategy is likely to yield greater benefits than merely competing with $NVDA in the GPU sector—a field where $AMD is already making significant strides.
By developing chiplet-based GPUs that deliver competitive performance and enhancing its ROCm software, $AMD could seize market share from $NVDA.
Additionally, applying this technology across its diverse business sectors amplifies $AMD's overall chances of success.
The potential gains from taking market share from $NVDA are significant, along with the opportunity to become a premier provider of AI-integrated PCs.
Furthermore, $AMD can explore these avenues without bearing significant additional costs, thanks to the versatility of its chiplet architecture across multiple product lines.
With a strong distribution network already in place in the PC (CPU) market, $AMD is well-equipped to leverage its AI advancements in personal computing, even if it doesn’t surpass $NVDA in GPU sales.
This makes $AMD's entry into the AI domain a strategic and asymmetric move.
Looking ahead, personalized computing seems to be the future trend. Companies will increasingly demand customized computational solutions, an area where $AMD's strengths are set to intensify.
While competitors like $INTC and $NVDA may eventually master chiplets too to compete in AI and provide customized computing platforms, such a shift will take time, providing $AMD a significant lead.
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I see $AMD's stock soaring past $600/share, driven by an innovative product roadmap that remains misunderstood by the market.
The tech industry is currently fixated on AI, largely driven by GPU sales. Yet, $AMD enjoys a unique advantage, as each of its business divisions serves as a distribution channel for its core AI technologies.
This strategic distribution advantage is poised to bolster $AMD's financial performance in the coming years.
AI technology is set to extend beyond GPUs and will infiltrate various computing platforms over the next decade, including smartphones, PCs, vehicles, and household devices.
$AMD's expertise in chiplet technology ideally positions it to integrate AI features across its product range.
Over time, this strategy is likely to yield greater benefits than merely competing with $NVDA in the GPU sector—a field where $AMD is already making significant strides.
By developing chiplet-based GPUs that deliver competitive performance and enhancing its ROCm software, $AMD could seize market share from $NVDA.
Additionally, applying this technology across its diverse business sectors amplifies $AMD's overall chances of success.
The potential gains from taking market share from $NVDA are significant, along with the opportunity to become a premier provider of AI-integrated PCs.
Furthermore, $AMD can explore these avenues without bearing significant additional costs, thanks to the versatility of its chiplet architecture across multiple product lines.
With a strong distribution network already in place in the PC (CPU) market, $AMD is well-equipped to leverage its AI advancements in personal computing, even if it doesn’t surpass $NVDA in GPU sales.
This makes $AMD's entry into the AI domain a strategic and asymmetric move.
Looking ahead, personalized computing seems to be the future trend. Companies will increasingly demand customized computational solutions, an area where $AMD's strengths are set to intensify.
While competitors like $INTC and $NVDA may eventually master chiplets too to compete in AI and provide customized computing platforms, such a shift will take time, providing $AMD a significant lead.
tweet
Offshore
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Hidden Value Gems
I have decided to follow the get better every day strategy, learning one useful bit of wisdom.
Here is the first nugget of wisdom on #Investing https://t.co/sD7Mv3tPaD
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I have decided to follow the get better every day strategy, learning one useful bit of wisdom.
Here is the first nugget of wisdom on #Investing https://t.co/sD7Mv3tPaD
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