Antonio Linares
Although I don’t like the CEO getting into politics, $HIMS can go up 100-fold from here.

$HIMS operates as a telehealth company, bridging the gap between patients and doctors through its digital platform, while simultaneously managing pharmaceutical deliveries via sophisticated automated systems.

Here are the six key drivers of value for $HIMS:

1. Cost Efficiency: $HIMS provides treatments for a growing list of health issues at costs lower than typical insurance deductibles, establishing a strong economic advantage in a notoriously expensive industry.
2. Expansion of Services: With each quarter, $HIMS expands its treatment portfolio, carefully choosing new areas to boost its operational cash flow.
3. Superior Organizational Skills: $HIMS effectively combines its digital app and physical pharmacy operations, thriving in the complex healthcare market. Remarkably, the $HIMS iOS app has risen to the 16th rank among U.S. healthcare apps within just two years of its launch, illustrating its operational prowess.
4. AI-Driven Insights: $HIMS is a leader in integrating AI into its operations, using data analytics to continually refine its healthcare services. This forward-thinking strategy allows $HIMS to stay ahead of the competition.
5. Personalization of Care: As $HIMS broadens its scope of treatable conditions, it anticipates lower acquisition costs and increased customer lifetime value. This move towards customized care strengthens the bond with its users, fostering sustained interaction with its services.
6. Improved Operational Efficiency: By expanding its services and enhancing its pharmacy automation, $HIMS enhances its scalability and economic efficiency, leading to improved cash flow.

See $HIMS's cash flow from operations below👇
tweet

Antonio Linares
You just need to get it right once to become tremendously rich.
tweet

Antonio Linares
$SPOT has thus far proven that it has pricing power, can expand margins and that it has no real competition.

Coming up next, it will demonstrate it can improve unit economics.
tweet

The Long Investor
The 3 most important factors to determine if a company is fundamentally undervalued:

1. Have they got a Moat?
2. How healthy is their Free Cash Flow?
3. Increasing margins
tweet

Daniel
I just released a new Write-Up:

- AI Micro Cap growing 150% YoY
- 77% gross margins
- Profitable
- No debt
- Forward P/E of 14

Like and Retweet this to get free access for 24h
(The article is 5 minutes, so 24h should be sufficient😉)
https://t.co/HWQw1kG7y1
tweet

The Long Investor
What will the impact of Buffett reducing his position in $AAPL have on the stock tomorrow and the market?
tweet

The Long Investor
MON: $PLTR, $SAVE. $HIMS, $LCID

TUES: $DIS, $CELH, $DDOG, $CROX
$RIVN, $WYNN, $OXY, $TWLO

WEDS: $UBER, $SHOP, $AFRM, $ARM, $HOOD, $ABNB, $AMC, $DUO, $TTD

THURS: $RBLX, $PLUG, $MARA, $U

All charts are uploaded to our group https://t.co/CHsVHhEOvH
tweet

Daniel
Warren Buffett reads up to six hours per day.

"I just sit in my office and read."

Having read thousands of books, he knows some of the best ever written.

Here's his list of must-read books👇 https://t.co/gOpFaMG6hg
tweet

Giuliano
‘Go to sleep every day a little bit wiser than you woke up.’ https://t.co/fz4gvRj71D
tweet

Brandon Beylo
RT @marketplunger1: How it feels investing in commodities. https://t.co/OVqQK5PflA
tweet

Brandon Beylo
Twitter, I need your help.

Suppose I wanted to buy a farm house and I live out in the country yet somewhat connected to a larger city/town.

What’s the best place to do that in the US?
tweet

Hidden Value Gems
My latest post on the seven lessons from learning and following #BerkshireHathaway over many years.

I highlighted the points that helped me to improve my performance the most.

There is also a big lesson on life beyond marking 💰

https://t.co/g5QFTw0Ub8
tweet

The Long Investor
If you spoke about Drake instead of Buffett and Munger this weekend, you need to reevaluate.
tweet