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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Offshore
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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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The Long Investor
Successful people don’t get triggered. https://t.co/88Z9ZvK9Jm
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Successful people don’t get triggered. https://t.co/88Z9ZvK9Jm
Sorry to spoil the party
But I’ve never met a successful person who smokes weed.
Why?
Successful people have a drive in them that they are addicted to
They would never jeopardise this eternal drive
Weed is a threat on drive.
#420day tweet
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The Long Investor
Good work here.
Copper continues to be bought heavy
Along with precious metals, Gold and Silver.
China looks to be stockpiling, what do they know?
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Good work here.
Copper continues to be bought heavy
Along with precious metals, Gold and Silver.
China looks to be stockpiling, what do they know?
China is stockpiling everything from Copper to Oil to Nickel to Iron Ore.
That's what you do AHEAD of a currency devaluation.
China is preparing something major.
More -> https://t.co/sILjD21UGs https://t.co/ZgxJ8IeeZV tweet