Strive Research @StriveAnalytics
➡️ L/S. Fundamental + Quantitative. Hyper-concentrated portfolio with high conviction investments only. Looking for multi-baggers and/or asymmetrical bets. strive-research.com/articles/ Joined May 2017-
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$UNH is such an obvious trade/investment right now.
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$HIMS $1B valuation after only ~4 years ✅️ Founder-led & ex-VC ✅️ 9.65% stake ✅️ Bought more shares rcntly ✅️ Very strong growth ✅️ Healthy balance sheet ✅️ The CEO is focused on growing the biz agressively. "$20B is a great target, I think we can go above [...]"
Summary and thoughts about $HIMS 22Q4 earnings reports.
Strive Research retweeted
Bernstein chart showing the starting P/S cohorts for subsequent 5- and 10-year 10-baggers.
If you want to lose money, you should definitely act on analysts "forecasts". $HIMS is up 27%+ since last Piper Sandler downgrade...
Strive Research retweeted
Valuation Scatterplot Update: Points are color-coded based on % down from 52-week highs (see legend) $STNE: -85% $PTON: -82% $UPST: -77% $TDOC: -76% $PLTR: -70% $ROKU: -68% $MTTR: -63% $SE: -60% $GDRX: -59% $NET: -58% $TWLO: -57% $SOFI: -53% $SHOP: -47% $CRWD: -44% $DDOG: -32%
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