InconceivableA8 @InconceivableA8
Long only, relative value, GAARP, high concentration. Nordics Joined May 2021-
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WHAT EVERYONE GETS WRONG ABOUT $HOOD VS $SOFI For the past decade, fintech’s story was sold in pixels: slick interfaces, vibrant apps, and a promise that legacy banking was obsolete -- not because the economics changed, but because the design did. But now, as capital tightens…
Everyone wants to invest in wonderful businesses, but the big money is made by buying them before everyone thinks they are wonderful.
Some of the most shorted stocks: Health: $HIMS $TEM $GRAL $TDOC $MNMD Biotech: $RXRX $SWTX $AXSM $CORT $MIRM Energy: $EOSE Nuclear: $OKLO $LEU FinTech: $ROOT $DAVE $LMND $UPST Space: $ASTS Defense: $BYRN Data Centers: $SMCI Finance: $EZPW $GCMG Consumer: $PTON $GRND $SPHR…
$ROOT 's IPO high was $530.64, and at worst it was losing -500M annually. today its a multiple better company & heavily profitable but trades at a fraction. The current valuation is just peanuts to what $ROOT can potentially be LT. $CVNA $LMND $BRK.A $AFL $PGR $ALL $CB $AFL $TRV
"We view this as an opportunity to build a historic company. Nobody came to $ROOT to build #10 or 12 or whatever the market share might be. We all came here to build #1.”- Timm. Yesterday's firechat was the MOST BULLISH i've heard Timm in regards to his tone and confidence $LMND
most bullish pattern in the market is a failed bearish pattern same goes for the inverse know this
$HIMS | RO TEAMS UP WITH ELI LILLY TO OFFER LOWER-PRICE ZEPBOUND VIALS Ro announces a partnership with Eli Lilly $LLY to offer lower-cost Zepbound® (tirzepatide) single-dose vials via LillyDirect®, Lilly's self-pay pharmacy channel. Ro patients with on-label prescriptions can…
$HIMS is a #SMIDGrannyshot Keep current on our research and join the @fs_insight family #CyberMonday sale save 32%!!!! LINK --> fsinsight.com/tlee-services #CyberMonday
$HIMS is a #SMIDGrannyshot Keep current on our research and join the @fs_insight family #CyberMonday sale save 32%!!!! LINK --> fsinsight.com/tlee-services #CyberMonday https://t.co/RpC8Ll05fe
Here are the top 15 growth performers so far in 2024 🧐 1. $APP +745% 2. $RKLB +393% 3. $CVNA +392% 4. $ASTS +295% 5. $PLTR +291% 6. $SG +263% 7. $HIMS +262% 8. $CAVA +228% 9. $LMND +222% 10. $HOOD +195% 11. $IONQ +195% 12. $SE +181% 13. $NVDA +179% 14. $EOSE +171% 15. $SPOT…
Our leadership bench reflects our commitment to delivering the great experience our customers expect at Hims & Hers through every step of their journey. Today, we welcome two experts who will further elevate the standard of quality and safety that underlines our connection to our…
Just because the GLP-1 shortage in the US will end one day does not mean the branded drugs will become accessible for everyone who needs them. Even as availability fluctuates, branded GLP-1 medications are still challenging to access in the US – on just the $HIMS platform…
More customers than ever are coming to $HIMS and staying there for high-quality, affordable, personalized solutions. Today, we announced that, as of Q3 2024, more than 2 million customers are using our platform to access the care they need. 🧵on what to know from today’s news…
In a first-of-its-kind white paper on compounded solutions, our medical team analyzed how $HIMS personalized weight loss program is driving strong outcomes for our customers. These real-world results demonstrate that personalized, compounded GLP-1s can deliver meaningful weight…
In the US, even having health insurance doesn’t mean access to the care you need. As more individuals qualify for these costly medications, plans are more likely to decline to cover them because healthcare incentives in the US are based on cost, not outcomes. This backwards way…
More people than ever are looking to $HIMS as their partner in leading healthier lives. Today, we announced more than 155K net new subscribers joined us on the platform this quarter, bringing our active total to nearly 1.9 million. 🧵on what to know from today’s report and…
Short take on what Lilly CEO Rocks said about tirzeptid. - This is old news. Been known for a long time that this shortage could end in H1-24. - $HIMS isn’t even currently offering tirzeptid. They’re offering semaglutide - there’s still a shortage of this that is indefinite.
$S SentinelOne CEO on the $CRWD incident: "This is a product of bad design, bad design decisions....This is not just an honest mistake. It's a result of how the architecture was used — or maybe even abused, I would say...This is not force majeure. This is bad architecture"

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