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The Long Investor
RT @stocktalkweekly: DELTA AIRLINES EARNINGS $DAL
Q1 EPS: $0.45 v $0.36 est.
Q1 Revenue: $13.75B vs. $12.57B est.
Q2 EPS Guide: $2.20 - $2.50 vs. $2.23 est.
FY EPS: $6 - $7 vs. $6.46 est.
Delta sees strong demand to carry into June. CEO says "no letup in demand", corporate travel accelerating.
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RT @stocktalkweekly: DELTA AIRLINES EARNINGS $DAL
Q1 EPS: $0.45 v $0.36 est.
Q1 Revenue: $13.75B vs. $12.57B est.
Q2 EPS Guide: $2.20 - $2.50 vs. $2.23 est.
FY EPS: $6 - $7 vs. $6.46 est.
Delta sees strong demand to carry into June. CEO says "no letup in demand", corporate travel accelerating.
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Antonio Linares
$HIMS has great potential to go 100X from here.
$HIMS operates as a telehealth enterprise, facilitating connections between patients and doctors through a digital app, while also managing medication dispensation through advanced automated pharmacy systems.
Here are the six principal value drivers for the company:
1. Cost Efficiency: $HIMS offers treatments for a widening array of conditions at prices lower than typical out-of-pocket costs through insurance, creating a formidable economic barrier in a sector known for cost pressures.
2. Growth in Service Range: Each quarter sees $HIMS addressing an increasing number of medical conditions. The company's leadership continues to select new service areas judiciously, enhancing operational cash flow.
3. Exceptional Organizational Capabilities: $HIMS has adeptly built an integrated operation combining software (the app) and hardware (pharmacies), navigating the challenging healthcare sector. For example, within just two years of its release, the $HIMS iOS app has climbed to the 16th position in U.S. healthcare app rankings—a testament to organizational excellence.
4. AI-Enhanced Decisions: $HIMS stands out as the pioneer in employing AI in a closed-loop system within healthcare, uniquely using data insights to refine healthcare frameworks continuously. This innovative approach positions $HIMS to outpace competitors over time.
5. Increased Personalization: As $HIMS expands its range of conditions treated, it will see reduced customer acquisition costs and enhanced lifetime value. This evolution toward personalized treatment will make $HIMS more indispensable to its users, encouraging longer engagement with the platform.
6. Enhanced Operating Leverage: With the expansion of service areas and the refinement of its automated pharmacy processes, $HIMS's high degree of personalization will become increasingly difficult to replicate on a large scale. This is expected to lead to better unit economics, contributing to a stronger cash flow profile moving forward.
See $HIMS cash from operations👇
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$HIMS has great potential to go 100X from here.
$HIMS operates as a telehealth enterprise, facilitating connections between patients and doctors through a digital app, while also managing medication dispensation through advanced automated pharmacy systems.
Here are the six principal value drivers for the company:
1. Cost Efficiency: $HIMS offers treatments for a widening array of conditions at prices lower than typical out-of-pocket costs through insurance, creating a formidable economic barrier in a sector known for cost pressures.
2. Growth in Service Range: Each quarter sees $HIMS addressing an increasing number of medical conditions. The company's leadership continues to select new service areas judiciously, enhancing operational cash flow.
3. Exceptional Organizational Capabilities: $HIMS has adeptly built an integrated operation combining software (the app) and hardware (pharmacies), navigating the challenging healthcare sector. For example, within just two years of its release, the $HIMS iOS app has climbed to the 16th position in U.S. healthcare app rankings—a testament to organizational excellence.
4. AI-Enhanced Decisions: $HIMS stands out as the pioneer in employing AI in a closed-loop system within healthcare, uniquely using data insights to refine healthcare frameworks continuously. This innovative approach positions $HIMS to outpace competitors over time.
5. Increased Personalization: As $HIMS expands its range of conditions treated, it will see reduced customer acquisition costs and enhanced lifetime value. This evolution toward personalized treatment will make $HIMS more indispensable to its users, encouraging longer engagement with the platform.
6. Enhanced Operating Leverage: With the expansion of service areas and the refinement of its automated pharmacy processes, $HIMS's high degree of personalization will become increasingly difficult to replicate on a large scale. This is expected to lead to better unit economics, contributing to a stronger cash flow profile moving forward.
See $HIMS cash from operations👇
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The Long Investor
US CPI data released, and it's hotter than expected
- US CPI YoY Actual 3.5% (Forecast 3.4%, Previous 3.2%)
- US Core CPI YoY Actual 3.8% (Forecast 3.7%, Previous 3.8%)
- US CPI MoM Actual 0.4% (Forecast 0.3%, Previous 0.4%)
- US Core CPI MoM Actual 0.4% (Forecast 0.3%, Previous 0.4%)
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US CPI data released, and it's hotter than expected
- US CPI YoY Actual 3.5% (Forecast 3.4%, Previous 3.2%)
- US Core CPI YoY Actual 3.8% (Forecast 3.7%, Previous 3.8%)
- US CPI MoM Actual 0.4% (Forecast 0.3%, Previous 0.4%)
- US Core CPI MoM Actual 0.4% (Forecast 0.3%, Previous 0.4%)
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The Long Investor
3.5% is hot.
CPI
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3.5% is hot.
CPI
Expected CPI is 3.4% tomorrow
Previous month was 3.2%
Analysts are expecting it to come in hot
It would need to come in at 3.2% or lower not to upset the market….I can’t see that happening
Anything above 3.4% and there will be blood to be mopped up. https://t.co/50aiClyanp tweet
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Giuliano
There is something beautiful in reading the sources of ideas.
Adam Smith on ‘inflation’. https://t.co/GHBAx6fdBu
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There is something beautiful in reading the sources of ideas.
Adam Smith on ‘inflation’. https://t.co/GHBAx6fdBu
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Q-Cap
Oh no, stocks will now actually have to go up based on their fundamentals instead of lower interest rates , this is not fair https://t.co/ZsJJL3Gphe
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Oh no, stocks will now actually have to go up based on their fundamentals instead of lower interest rates , this is not fair https://t.co/ZsJJL3Gphe
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Brandon Beylo
RT @hkuppy: Xi doesn’t want the peasants to keep front-running him…👇👇
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RT @hkuppy: Xi doesn’t want the peasants to keep front-running him…👇👇
Breaking from @Sino_Market:
“The Shanghai Futures Exchange has imposed transaction limits on #gold and #copper futures to control recent trading price risks.
The daily opening position limit has been set at 2,800 lots for gold and 2,000 lots for copper.”
Probably nothing. tweet
X (formerly Twitter)
Brandon Beylo (@marketplunger1) on X
Breaking from @Sino_Market:
“The Shanghai Futures Exchange has imposed transaction limits on #gold and #copper futures to control recent trading price risks.
The daily opening position limit has been set at 2,800 lots for gold and 2,000 lots for copper.”…
“The Shanghai Futures Exchange has imposed transaction limits on #gold and #copper futures to control recent trading price risks.
The daily opening position limit has been set at 2,800 lots for gold and 2,000 lots for copper.”…
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Antonio Linares
Thanks a lot for your review, Yi! Welcome to the deep diver club :).
It’s awesome to see my 2 Hour Deep Diver course adding value to folks around the world. https://t.co/oE8N9G24Ro
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Thanks a lot for your review, Yi! Welcome to the deep diver club :).
It’s awesome to see my 2 Hour Deep Diver course adding value to folks around the world. https://t.co/oE8N9G24Ro
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