Offshore
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Antonio Linares
$HIMS stock can 100X from here.
Operating as a telehealth company, $HIMS connects patients with physicians through an app and automates medication fulfillment via its proprietary pharmacy facilities.
Here are the six key drivers influencing the company's growth:
1. Cost Advantage: $HIMS provides treatments for a growing number of conditions at prices lower than typical insurance-covered costs. This cost efficiency creates a strong competitive moat in an industry plagued by rising expenses.
2. Vertical Expansion: $HIMS is consistently broadening its scope, wisely selecting new verticals, which is reflected in its increasing cash flows each quarter.
3. Exceptional Organizational Skills: $HIMS has built an operation from the ground up, integrating software (app) and hardware (pharmacies) within the complex healthcare sector. Its iOS app, ranked #16 in US healthcare just two years after launch, showcases this organizational excellence.
4. AI-Driven Insights: $HIMS leads with the world’s first AI closed loop in healthcare, uniquely using data-derived insights to continuously improve healthcare infrastructure. This positions $HIMS for faster growth compared to its peers.
5. Personalization: By expanding the range of treated conditions, $HIMS aims to lower Customer Acquisition Cost (CAC) and increase Customer Lifetime Value (LTV) through personalized treatments. This enhances $HIMS' indispensability to customers, promoting longer engagement with the platform.
6. Operating Leverage: As $HIMS expands its verticals and optimizes its automated pharmacy operations, its personalized services become harder to replicate at scale. This should lead to improved unit economics over time, as reflected in its strengthening cash flow profile 👇
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$HIMS stock can 100X from here.
Operating as a telehealth company, $HIMS connects patients with physicians through an app and automates medication fulfillment via its proprietary pharmacy facilities.
Here are the six key drivers influencing the company's growth:
1. Cost Advantage: $HIMS provides treatments for a growing number of conditions at prices lower than typical insurance-covered costs. This cost efficiency creates a strong competitive moat in an industry plagued by rising expenses.
2. Vertical Expansion: $HIMS is consistently broadening its scope, wisely selecting new verticals, which is reflected in its increasing cash flows each quarter.
3. Exceptional Organizational Skills: $HIMS has built an operation from the ground up, integrating software (app) and hardware (pharmacies) within the complex healthcare sector. Its iOS app, ranked #16 in US healthcare just two years after launch, showcases this organizational excellence.
4. AI-Driven Insights: $HIMS leads with the world’s first AI closed loop in healthcare, uniquely using data-derived insights to continuously improve healthcare infrastructure. This positions $HIMS for faster growth compared to its peers.
5. Personalization: By expanding the range of treated conditions, $HIMS aims to lower Customer Acquisition Cost (CAC) and increase Customer Lifetime Value (LTV) through personalized treatments. This enhances $HIMS' indispensability to customers, promoting longer engagement with the platform.
6. Operating Leverage: As $HIMS expands its verticals and optimizes its automated pharmacy operations, its personalized services become harder to replicate at scale. This should lead to improved unit economics over time, as reflected in its strengthening cash flow profile 👇
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Offshore
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The Long Investor
RT @AndrewDudum: Everyone should be able to access the treatments and medications they need to feel good and address their health needs, and at a fair price.
We’ve built the $HIMS platform to offer access to personalized care affordably, and today we’ve taken that promise a step further: by leveraging the size and scale of our platform, we’ve secured access to one of the highest-quality supplies of compounded GLP-1s available, and we’re able to offer them to our customers starting at $199/monthly.
More on this exciting news here:
https://t.co/mKRZy7QGQY
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RT @AndrewDudum: Everyone should be able to access the treatments and medications they need to feel good and address their health needs, and at a fair price.
We’ve built the $HIMS platform to offer access to personalized care affordably, and today we’ve taken that promise a step further: by leveraging the size and scale of our platform, we’ve secured access to one of the highest-quality supplies of compounded GLP-1s available, and we’re able to offer them to our customers starting at $199/monthly.
More on this exciting news here:
https://t.co/mKRZy7QGQY
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Offshore
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The Long Investor
Good questions here from Amit.
The markets do not care about a bias opinion.
They will hunt and execute on undervalued positions
Take this as an example when you consider selling because of an emotional bias.
We added $HIMs when emotional sellers sold after the CEOs comments before earnings and now up 80%
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Good questions here from Amit.
The markets do not care about a bias opinion.
They will hunt and execute on undervalued positions
Take this as an example when you consider selling because of an emotional bias.
We added $HIMs when emotional sellers sold after the CEOs comments before earnings and now up 80%
Question for those who sold $HIMS due to the CEO’s political comments:
Did his comments actually matter more than you making money?
As in, I get not wanting to support him personally — but the company itself has nothing to do with his views, and if you made money from the stock, you could actually donate/fund the political causes you cared about because of the capital gains.
In general, does it ever really make sense to sell a stock due to a CEO’s politics?
We saw $GOOGL go to $130 off the woke gemini controversy and now also at ATH…
Maybe markets don’t care about this stuff as much as individual retail investors do?
$HIMS +30% on GLP-1 medications being introduced tweet
Offshore
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Brandon Beylo
Don't look now.
Global Uranium ETF $URA is breaking out of a 10YR base.
Probably nothing.
#uranium https://t.co/FZEkGqHZd6
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Don't look now.
Global Uranium ETF $URA is breaking out of a 10YR base.
Probably nothing.
#uranium https://t.co/FZEkGqHZd6
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Offshore
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The Long Investor
$SHOP support has been found.
Hard to deny the attractiveness here. https://t.co/R3QFVe0DQF
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$SHOP support has been found.
Hard to deny the attractiveness here. https://t.co/R3QFVe0DQF
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Offshore
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Brandon Beylo
RT @EricMarkowitz: I love this essay from @NeckarValue on the meme below that sums up so much of investing (and decision-making generally)
"What makes this journey so frustrating is that the relationship between effort and return inverts. Both the left and the right seem to move quickly and effortlessly, in flow with the market."
https://t.co/998xfabxjr (h/t @marketplunger1 on the meme)
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RT @EricMarkowitz: I love this essay from @NeckarValue on the meme below that sums up so much of investing (and decision-making generally)
"What makes this journey so frustrating is that the relationship between effort and return inverts. Both the left and the right seem to move quickly and effortlessly, in flow with the market."
https://t.co/998xfabxjr (h/t @marketplunger1 on the meme)
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Offshore
Video
Q-Cap
Throwback to when Barry Sternlicht went on CNBC to plead for lower rates from the FED. Now his Real Estate Fund received $1.3B of redemptions in Q1 and was only able to dish out $500M.
Leverage comes at you fast Barry
How it started How it's going https://t.co/EUGNCQOU8Z
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Throwback to when Barry Sternlicht went on CNBC to plead for lower rates from the FED. Now his Real Estate Fund received $1.3B of redemptions in Q1 and was only able to dish out $500M.
Leverage comes at you fast Barry
How it started How it's going https://t.co/EUGNCQOU8Z
tweet
Offshore
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The Long Investor
RT @VladBastion: 📊New Infographic: Trends of Major Global Commodities Over 10 Years.
Gold, silver, and copper are reaching new highs. https://t.co/XMq4uPASG5
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RT @VladBastion: 📊New Infographic: Trends of Major Global Commodities Over 10 Years.
Gold, silver, and copper are reaching new highs. https://t.co/XMq4uPASG5
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