⁠Antonio Linares
$HIMS going back to all-time-highs? https://t.co/28CEhMCucu
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⁠Brandon Beylo
Jack Dorsey (@jack) is one of the most underrated / under-appreciated entrepreneurs of our time.

Jack Dorsey, co-founder of Twitter and Square, reminds us that ideas are a commodity, execution is art. https://t.co/k0oDbZvPrv - Vala Afshar
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⁠The Long Investor
Investing is not about taking no risk or taking on too much risk

It’s about managing risk.
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⁠Antonio Linares
$HIMS revenue is growing faster than $PLTR.

At the same P/S ratio as $PLTR, $HIMS would be priced at $126/share.
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⁠Hidden Value Gems
My latest thesis on Ituran

✅$0.5B mkt cap
✅Telematics services
✅Market leader in Israel, present in the US and LatAm. ✅Trades at 9.9x PE
✅10% of the Mkt Cap is Net Cash plus a minority stake in a startup worth $172mn (latest round), reported at zero on the balance sheet.

Full thesis on my website (see profile).
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⁠Hidden Value Gems
My latest thesis on Ituran:

✅$0.5B mkt cap
✅Telematics services
✅Market leader in Israel, present in the US and LatAm
✅Trades at 9.9x PE
✅10% of the Mkt Cap is Net Cash plus a minority stake in a startup worth $172mn (latest round), reported at zero on the balance sheet
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⁠The Long Investor
$NVDA is now 10 times larger than $AMD, with a market cap of $2.8 Trillion

Sales in $NVDA is $79 Billion
Sales in $AMD is $22 Billion

3.5 times the difference, considerably less than the 10 times

In terms of risk v reward, $AMDs ability to double in price right now is far greater than $NVDA’s probability.
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⁠Hidden Value Gems
This is a real conviction - Appaloosa’s top position is $BABA with a 12% weight (at the end of Q1).

Based on @whalewisdom data. https://t.co/IgXI3g84X8
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⁠ Q-Cap 
$CELH

1100 PUTS bought on May 24th
strike: 94$
paid: 1.93$
price today: 14.82$
Expiry: May 31st (7-day expiry)

Someone always knows....ugh https://t.co/bYaNzss3Pk
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⁠Giuliano
“If you don’t look you won’t find” https://t.co/yc9Sl9184F
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⁠Antonio Linares
$HIMS will evolve into a software company the moment its AI becomes indispensable for doctors.

It can then license that AI as an OS to any healthcare practitioner/organization.

The more subscribers it has over time the higher the odds of this happening.
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⁠Antonio Linares
$HIMS is a 100X stock.
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