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Brandon Beylo
- Djokovic firing entire staff and losing in first two rounds
- Nadal injured and a shadow of his former self
- Jannik Sinner injured
- Carlos Alcaraz injured
This is Medvedev’s best chance at Roland Garros. https://t.co/03NcmRnexr
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- Djokovic firing entire staff and losing in first two rounds
- Nadal injured and a shadow of his former self
- Jannik Sinner injured
- Carlos Alcaraz injured
This is Medvedev’s best chance at Roland Garros. https://t.co/03NcmRnexr
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Offshore
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Dimitry Nakhla | Babylon Capital®
Polen Capital Management Holdings Q1 2024
Notable buys: $V $TMO $ZTS $NKE
Notable sells: $NOW $ADBE
#stocks #investing
Source: dataroma https://t.co/9MctzZjUyx
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Polen Capital Management Holdings Q1 2024
Notable buys: $V $TMO $ZTS $NKE
Notable sells: $NOW $ADBE
#stocks #investing
Source: dataroma https://t.co/9MctzZjUyx
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Offshore
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Antonio Linares
As of Q1 2024, $HIMS is executing perfectly on its 100X roadmap:
$HIMS is profitably disrupting a growing share of the healthcare market while operating outside of the otherwise inescapable insurance system.
The statistical unlikelihood of this feat, together with the breadth of the challenges overcome, suggests that Hims is an extraordinary organization run by highly capable individuals.
The market still underestimates the complexity of Hims’ operation. $AMZN CEO Andy Jassy alluded to this in the Q4 2023 earnings call:
"[…] if you think about what we do on the retail side, adding a pharmacy capability is a pretty natural extension. It's something that customers had asked us for many years, and it's got more complexity to it than the rest of our retail business."
Further, the moat grows stronger as an increasing percentage of all customers opt in for personalized treatments.
Personalization non-linearly increases the difficulty of emulating $HIMS's vertically-integrated pharmacy infrastructure and increases retention by making it all the more difficult for customers to substitute $HIMS out.
In Q1 2024, 35% of subscribers were receiving personalized treatments.
Nominally, personalized subscribers are up threefold from Q1 2023, another demonstration of Hims’ world-class execution. According to management these customers are also opting into longer duration treatments.
At this rate, within a few years most subscribers will have opted into personalized treatments.
In turn, as $HIMS generates more data on what does and does not work for customers, the degree and value of personalization is likely to increase over time. This should make Hims a more defensible business going forward.
"[…] we like to dive deep into the data of understanding why customers are canceling, and try our best to address them directly with the next level of personalization launches."
-Andrew Dudum, Hims CEO during the Q1 2024 earnings call.
Meanwhile, $HIMS has decreased prices for customers that opt into the longer duration treatments, further exacerbating the difficulty of emulating the operation profitably. Hims is doing so while driving leverage in both the gross and operating margins, further evidence of organizational quality.
The price reductions are a manifestation of $HIMS's philosophy to seek out the most accretive avenue to returning value back to consumers.
In this way $HIMS is emulating the world’s best companies, such as $AMZN and $TSLA. For every increment of scale and efficiency, $HIMS goes out of its way to increase accessibility and convenience for customers.
What makes $HIMS's business model all the more effective is its antithetical position to the traditional healthcare industry, whose lack of innovation and value proposition will likely enable Hims to compound considerable goodwill over time with customers.
While some consider $HIMS to be relatively limited, I believe the company will expand far beyond its little corner of the healthcare industry.
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As of Q1 2024, $HIMS is executing perfectly on its 100X roadmap:
$HIMS is profitably disrupting a growing share of the healthcare market while operating outside of the otherwise inescapable insurance system.
The statistical unlikelihood of this feat, together with the breadth of the challenges overcome, suggests that Hims is an extraordinary organization run by highly capable individuals.
The market still underestimates the complexity of Hims’ operation. $AMZN CEO Andy Jassy alluded to this in the Q4 2023 earnings call:
"[…] if you think about what we do on the retail side, adding a pharmacy capability is a pretty natural extension. It's something that customers had asked us for many years, and it's got more complexity to it than the rest of our retail business."
Further, the moat grows stronger as an increasing percentage of all customers opt in for personalized treatments.
Personalization non-linearly increases the difficulty of emulating $HIMS's vertically-integrated pharmacy infrastructure and increases retention by making it all the more difficult for customers to substitute $HIMS out.
In Q1 2024, 35% of subscribers were receiving personalized treatments.
Nominally, personalized subscribers are up threefold from Q1 2023, another demonstration of Hims’ world-class execution. According to management these customers are also opting into longer duration treatments.
At this rate, within a few years most subscribers will have opted into personalized treatments.
In turn, as $HIMS generates more data on what does and does not work for customers, the degree and value of personalization is likely to increase over time. This should make Hims a more defensible business going forward.
"[…] we like to dive deep into the data of understanding why customers are canceling, and try our best to address them directly with the next level of personalization launches."
-Andrew Dudum, Hims CEO during the Q1 2024 earnings call.
Meanwhile, $HIMS has decreased prices for customers that opt into the longer duration treatments, further exacerbating the difficulty of emulating the operation profitably. Hims is doing so while driving leverage in both the gross and operating margins, further evidence of organizational quality.
The price reductions are a manifestation of $HIMS's philosophy to seek out the most accretive avenue to returning value back to consumers.
In this way $HIMS is emulating the world’s best companies, such as $AMZN and $TSLA. For every increment of scale and efficiency, $HIMS goes out of its way to increase accessibility and convenience for customers.
What makes $HIMS's business model all the more effective is its antithetical position to the traditional healthcare industry, whose lack of innovation and value proposition will likely enable Hims to compound considerable goodwill over time with customers.
While some consider $HIMS to be relatively limited, I believe the company will expand far beyond its little corner of the healthcare industry.
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Offshore
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The Long Investor
Silver
-Average solar panel contains 20g of Silver
-Average battery powered EV contains 25-50g of Silver
Silver is not just an historical safe haven against a weak market, its use is also vital for future industries.
A break and home above $30 and this runs.
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Silver
-Average solar panel contains 20g of Silver
-Average battery powered EV contains 25-50g of Silver
Silver is not just an historical safe haven against a weak market, its use is also vital for future industries.
A break and home above $30 and this runs.
SILVER
A break above $30 and this gets very interesting.
$42 is the target then. https://t.co/E2YzGYX1KR tweet
Offshore
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Antonio Linares
RT @rexstocks: @alc2022 Gross margin 2018: 29%
Gross margin 2023: 82%
$HIMS https://t.co/ljySwOVHch
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RT @rexstocks: @alc2022 Gross margin 2018: 29%
Gross margin 2023: 82%
$HIMS https://t.co/ljySwOVHch
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Offshore
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The Long Investor
$HIMS and we took advantage.
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$HIMS and we took advantage.
Look at this.
Hims and Hers CEO said that he'd hire anti-Israel student protestors.
On that day after the comments, on May 3rd, the stock dropped 9%, losing nearly $210 million in stock value, per NYP. https://t.co/rAecPDQFtW tweet
Antonio Linares
My best ideas sound crazy to some. But guess what - they’re playing out.
Here are my biggest bets for the coming decade:
1. $HIMS: positioned to disrupt the $4T US healthcare industry. It’s still a small company, but it is executing on its roadmap to perfection.
2. $PLTR: poised to become as important as electricity for companies in the West.
3. $AMD: largely considered a distant #2, it’s set to disrupt $NVDA by leveraging a decade-long lead in chiplet technology.
4. $SPOT: quickly evolving into the $GOOG of audio. Margins are set to expand meaningfully, along with tech company’s ability to produce cash.
5. $TSLA: positioned to become a platform that combines highly efficient manufacturing, economical energy solutions, and expansive AI technology. This platform can be evolve to be as important as the internet.
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My best ideas sound crazy to some. But guess what - they’re playing out.
Here are my biggest bets for the coming decade:
1. $HIMS: positioned to disrupt the $4T US healthcare industry. It’s still a small company, but it is executing on its roadmap to perfection.
2. $PLTR: poised to become as important as electricity for companies in the West.
3. $AMD: largely considered a distant #2, it’s set to disrupt $NVDA by leveraging a decade-long lead in chiplet technology.
4. $SPOT: quickly evolving into the $GOOG of audio. Margins are set to expand meaningfully, along with tech company’s ability to produce cash.
5. $TSLA: positioned to become a platform that combines highly efficient manufacturing, economical energy solutions, and expansive AI technology. This platform can be evolve to be as important as the internet.
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The Long Investor
$BTC has respected the Fib levels very well during this pull back and continues to sit on the 0.236 Fib at $60k but I do not believe this pull back is complete yet.
The 200 Day MA is exactly at the 0.38 Fib now at $51.6k
I would not be touching $BTC until at least this level.
Wave 3 target then for the middle of 2025 is at $125k.
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$BTC has respected the Fib levels very well during this pull back and continues to sit on the 0.236 Fib at $60k but I do not believe this pull back is complete yet.
The 200 Day MA is exactly at the 0.38 Fib now at $51.6k
I would not be touching $BTC until at least this level.
Wave 3 target then for the middle of 2025 is at $125k.
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