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Investing visuals
$MSFT is now trading at twice the valuation of $GOOGL despite nearly identical revenue growth🤔 https://t.co/6zLNnjkvaN
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$MSFT is now trading at twice the valuation of $GOOGL despite nearly identical revenue growth🤔 https://t.co/6zLNnjkvaN
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Quiver Quantitative
BREAKING: Representative Jefferson Shreve just filed a purchase of Halliburton stock, $HAL.
Halliburton is a fracking company.
They received billions in contracts during the war in Iraq.
Full trade list up on Quiver. https://t.co/aVmxbtflCe
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BREAKING: Representative Jefferson Shreve just filed a purchase of Halliburton stock, $HAL.
Halliburton is a fracking company.
They received billions in contracts during the war in Iraq.
Full trade list up on Quiver. https://t.co/aVmxbtflCe
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Quiver Quantitative
BREAKING: Representative Laurel Lee's husband appears to have bought put contracts betting against Novo Nordisk.
Novo Nordisk makes Ozempic.
The contracts expired on June 20th, and had a $65 strike price. The trade was just filed today. https://t.co/wni6h4aelx
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BREAKING: Representative Laurel Lee's husband appears to have bought put contracts betting against Novo Nordisk.
Novo Nordisk makes Ozempic.
The contracts expired on June 20th, and had a $65 strike price. The trade was just filed today. https://t.co/wni6h4aelx
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Offshore
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Investing visuals
$HIMS is down 🔻32% on the $HIMS – $NVO partnership termination.
5 Key highlights👇
1 - Reason for termination 🔍
$NVO ended the agreement with $HIMS to supply Wegovy, citing concerns over “illegitimate” compounded versions. $NVO accuses $HIMS of deceptive marketing and mass compounding of unapproved GLP-1s.
2 - Short-term revenue impact 🫰
Minimal near-term impact: Wegovy was not yet widely available on the $HIMS platform. Compounded GLP-1s remain the core of its current offering.
3 - Long(er)-term revenue impact 💰
While not directly stated by either company, the deal’s collapse and regulatory trends imply future access to branded GLP‑1s could be harder.
4 - Brand trust risk ⚠️
Accusations of deceptive practices may damage $HIMS credibility with regulators, pharma partners, and consumers.
5 - Moving forward with GLP-1 🔮
$HIMS will continue offering compounded and personalized GLP-1 treatments through its own clinical program.
If I missed anything important, feel free to add other insights or important snippets.
Does this change your $HIMS thesis?
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$HIMS is down 🔻32% on the $HIMS – $NVO partnership termination.
5 Key highlights👇
1 - Reason for termination 🔍
$NVO ended the agreement with $HIMS to supply Wegovy, citing concerns over “illegitimate” compounded versions. $NVO accuses $HIMS of deceptive marketing and mass compounding of unapproved GLP-1s.
2 - Short-term revenue impact 🫰
Minimal near-term impact: Wegovy was not yet widely available on the $HIMS platform. Compounded GLP-1s remain the core of its current offering.
3 - Long(er)-term revenue impact 💰
While not directly stated by either company, the deal’s collapse and regulatory trends imply future access to branded GLP‑1s could be harder.
4 - Brand trust risk ⚠️
Accusations of deceptive practices may damage $HIMS credibility with regulators, pharma partners, and consumers.
5 - Moving forward with GLP-1 🔮
$HIMS will continue offering compounded and personalized GLP-1 treatments through its own clinical program.
If I missed anything important, feel free to add other insights or important snippets.
Does this change your $HIMS thesis?
tweet
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Quiver Quantitative
UPDATE: Marjorie Taylor Greene bought stock in Palantir on April 8th.
Greene sits on the House Committee on Homeland Security.
$PLTR has now risen 83% since her purchase: https://t.co/7MS5Nknm8W
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UPDATE: Marjorie Taylor Greene bought stock in Palantir on April 8th.
Greene sits on the House Committee on Homeland Security.
$PLTR has now risen 83% since her purchase: https://t.co/7MS5Nknm8W
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Hidden Value Gems
Excited to join the panel discussion today at #MelloMonday
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Excited to join the panel discussion today at #MelloMonday
Join us for our #MelloMonday starting at 5pm today: https://t.co/CDupKPC1qn
@DangerCapital will be covering Macfarlane #MACF & @HiddenValueGems Trustpilot #TRST on our popular BASH (Buy, avoid, sell, hold) panel
Use code MMX50 for 50% off https://t.co/sGimD1Nup8 tweet
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Dimitry Nakhla | Babylon Capital®
A clean visual of MercadoLibre’s growth by segments & countries since 2020 $MELI 🤝
Two takeaways:
1️⃣ Diversified business segments performing at high levels
2️⃣ Growth in Argentina has surged & may overtake Mexico Revenue (Argentina sales +125% YoY as of Q1 2025 report) https://t.co/lHC3FTNDBr
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A clean visual of MercadoLibre’s growth by segments & countries since 2020 $MELI 🤝
Two takeaways:
1️⃣ Diversified business segments performing at high levels
2️⃣ Growth in Argentina has surged & may overtake Mexico Revenue (Argentina sales +125% YoY as of Q1 2025 report) https://t.co/lHC3FTNDBr
MercadoLibre $MELI Reports a Strong Q1 🎯
✅ Rev: $5.93B vs $5.52B (est) | +37% YoY
✅ EPS: $9.74 vs $8.27 (est) | +44% YoY
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🏷️ GMV: $13.3B | +17% YoY
🧾 Items Sold: 492.2M | +28% YoY
💸 Total TPV: $58.3B | +43% YoY
📲 Fintech MAU: 64.3M | +31% YoY https://t.co/kNTMzECQOj tweet