Leveraged Logic @LeveragedLogic

Manhattan, NY Joined November 2010

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Mario Nawfal @MarioNawfal

8 months ago

🇺🇸BURIED IN RED TAPE: CALIFORNIA’S $2.7 BILLION WATER STORAGE FAILURE In 2014, voters handed California $2.7 billion under Prop 1 to secure the state’s water future with new storage projects. 10 years later, not a single reservoir is complete. The centerpiece, Sites…

Libs of TikTok @libsoftiktok

8 months ago

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Leveraged Logic @LeveragedLogic

9 months ago

$NU looking very attractive at these levels. Trading at relatively low P/E multiple. Company's estimated to grow @ +40% CAGR in forward yrs. Fundamentally great company burdened by Brazil macro risk. I'll be DCAing as it goes down

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Leveraged Logic @LeveragedLogic

10 months ago

$HIMS 🚀

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Leveraged Logic @LeveragedLogic

10 months ago

$NVDA 🍿

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Leveraged Logic @LeveragedLogic

10 months ago

$SMCI - 35% jump in price overnight bc the company is working towards not being delisted. Hilarious 😂. Too many red flags around internal governance / questionable accounting to touch this stock. Risk-reward is just not worth it for investors looking for AI-exposure. Plus $NVDA…

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KanekoaTheGreat @KanekoaTheGreat

10 months ago

The woke mind virus is one of the biggest losers of 2024

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Leveraged Logic @LeveragedLogic

10 months ago

$HIMS - bullish for the following reasons: * $AMZN has tried and failed in the pharmacy sector * People want to keep sex, hair loss, mental illness drugs discrete and not in their Amazon history * Chewy, Netflix, Walmart, Spotify, Azure, Best Buy are alive and thriving * HIMS has…

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Bill Ackman @BillAckman

10 months ago

If the election outcome is as I expected, it should cause the large minority of the country who supported @KamalaHarris and predicted her victory to begin to question their sources of truth. Half the country has believed that @X is filled with mis- and disinformation, and that…

Bill Ackman @BillAckman

10 months ago

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Leveraged Logic @LeveragedLogic

10 months ago

$HIMS - great earnings! Even after adjusting out their tax benefit. Looking to hear more about their new product development, subscriber growth / future CAC, GLP-1 outlook, etc. on their call. Congrats to the bulls The stock price looks even cheaper after these results and…

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Leveraged Logic @LeveragedLogic

10 months ago

Time for $HIMS to exercise their share repurchase program again. Easy money

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Leveraged Logic @LeveragedLogic

10 months ago

$HIMS - just doubled my position size on today's pullback. $LLY underperforming earnings created for a selloff on broader GLP-1 market, including $HIMS, so I believe today is an unbelievable buying opportunity. $HIMS is a serious threat to $LLY and $NVO. The evidence keeps…

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Leveraged Logic @LeveragedLogic

11 months ago

$HIMS few additional thoughts from my previous post... * $HIMS needs FDA to hold up integrity around its regulations that permit compounding pharmacies to sell FDA-patented drug ingredients * $HIMS needs to have extensive proof around personalization of prescribing compounded…

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Leveraged Logic @LeveragedLogic

11 months ago

Buying opportunity for $HIMS. I've stated my thesis in past posts. GLP-1 news always have exaggerated impact on $HIMS stock, which creates for great price action - read below: $NVO just asked the FDA to shutdown competition from compounders. But the FDA permits FDA-patented…

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Leveraged Logic @LeveragedLogic

11 months ago

We're in the midst of watching the traditional pharmacy model turn upside down. PBMs, who are getting sued by the FTC for price inflation (PBMs killed the independent pharm biz model). Major pharmacies like CVS and Walgreens are mass-closing locations because of a shift in…

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Leveraged Logic @LeveragedLogic

11 months ago

$NVDA China urging their local companies to stay away from NVDA AI chips. How would this affect NVDA when their backlog is filled and growing from non-Chinese Cos?

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Leveraged Logic @LeveragedLogic

a year ago

$HIMS - the market puts so much weight on any news within the weight loss category. Impressive growth in revenues, margins, users, and cash flows are existent even without any weight loss. They face heavy competition in all of their other categories, and they are winning because…