M. V. Cunha @_mvcinvesting
Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor. Lisbon, Portugal Joined April 2018-
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Big day ahead! To be entirely honest, I've never been in a format like this (an in-person interview), so I'm pretty nervous. Wish me luck :)
Big day ahead! To be entirely honest, I've never been in a format like this (an in-person interview), so I'm pretty nervous. Wish me luck :)
Here's the updated chart of $HIMS' percentage of total subscribers with a personalized treatment: 👇🏻 From 29.9% to 56.0% in just one year.
$HIMS' Founder & CEO, Andrew Dudum: "We're pretty clear about what the regulation says regarding semaglutide. The FDA is very clear about the situations in which you can or cannot compound it post-shortage."
$HIMS' Founder & CEO, Andrew Dudum: "My personal goal is to achieve 10M subscribers in the next 5-6 years."
$HIMS' CFO, Yemi Okupe: "We expect margins to start rebounding in Q2 2025."
JUST IN: GLP-1s added $225M in incremental revenue for $HIMS in 2024.
$HIMS has "north of 200,000 weight loss subscribers" — including both the oral solution and GLP-1s.
According to Andrew Dudum, $HIMS will announce its new CTO in the coming week.
$HIMS' marketing expenses as a % of revenue were 46%, down from 51% YoY. 👌🏻
Here are $HIMS' 5 priorities for 2025: 👇🏻
I've covered $RKLB's investment thesis in detail across multiple threads, but today, I’m breaking it down in a concise and straightforward way. Here’s everything you need to know about $RKLB's massive potential — in under 10 minutes: 🧵👇🏻
I've covered $RKLB's investment thesis in detail across multiple threads, but today, I’m breaking it down in a concise and straightforward way. Here’s everything you need to know about $RKLB's massive potential — in under 10 minutes: 🧵👇🏻
A few stocks I would consider accumulating at their current prices: $REAX $HITI $DLO $MELI $NU $TMDX $TEM $TALK A few popular stocks I would absolutely avoid: $MSTR $RGTI $SMCI $PLTR $TSLA $QUBT $MARA $KULR
Fun fact: $RKLB is ranked 1,249th on the list of global companies by market cap, climbing 124 places on Friday alone. Soon to be in the top 1,000! 👀
As you know, I'm a highly concentrated investor. However, I track dozens of stocks, particularly in the small-cap space. Here are 8 companies I don't own, with market caps under $2B, that I believe could perform very well over the next 2 years: 🧵👇🏻
BerylFaulkner @hEaSyi8Sn8E8O7e
40 Followers 1K Following
mehran nia @niamehran
14 Followers 17 Following
USD_Impact🇺🇸 @Parauralq34851
43 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Merl Dietrich @DietrichMe33737
83 Followers 3K Following
Hilmar Backer @supercoool10
40 Followers 229 Following
CommodityCycles🇺�... @Lorarmouj645
31 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
blackcloak @snackselsson
39 Followers 118 Following
OptionFlow_TA🇺🇸 @Whirqui278255
34 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Castor Clara @CastorC224444
1K Followers 5K Following
BuyForLife🇺🇸 @Esworxoo963346
58 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
OilTradesNow🇺🇸 @Olariku694971
44 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
ne @ne67311666
0 Followers 123 Following
DarkPoolScans🇺🇸 @Sirmie9803319
33 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Richard Cranium (Rich... @Richard30465508
2 Followers 9 Following
REITsCashflow🇺🇸 @Safau7728677
46 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
MoatsOnly🇺🇸 @Vwalewoon875
26 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Datou @Datou6084084
22 Followers 561 Following
Sasha Amiran @Sasha_Amiran
10 Followers 47 Following
Johnathon Dickinson @johnathon31917
3 Followers 97 Following
Joovier @_Joovierr
512 Followers 7K Following Entrepreneur Youtuber (Over 1.1 million subs)https://t.co/J59CIq6dWZ Investor
John Cassidy @john_cassid9904
3 Followers 261 Following
M C @DMC_two
10 Followers 27 Following
leon van der put @leonvdput
5 Followers 49 Following
rg7803 @rg7803
37 Followers 59 Following
Matt @causalt85
4 Followers 72 Following
Sandy Hickman @SandyHickm76161
0 Followers 4 Following
fjm @cngxfjm
174 Followers 189 Following
Eric @MaxedEze
73 Followers 18 Following
Patricia Adams @PAdams74665
0 Followers 5 Following
Jules Lim @JulesLim3
709 Followers 7K Following
DeepValue Capital �... @sW1ZARD
294 Followers 763 Following 30+YO Millionaire | I enable investors to be Millionaires FASTER | Sharing on stock investments | Live Portfolio👇🏻 | Portfolio: US$400K+, 8Y CAGR: 24% | NFA
Just John K @JustJohnKtoday
302 Followers 996 Following My dogs rock! Smile and Laugh. Eat well, lift weights. $btc. May you never fully quench your thirst for growth and knowledge. Go🐊🐊🐊
AG @FIRE_GFY
196 Followers 246 Following
Carlos A. Lopes - Inv... @carlopes_invest
624 Followers 5K Following Enfocado en el desarrollo de una mentalidad financiera sólida. Motivado a multiplicar el capital inteligente. Autor E-Book: De Cero a Inversor
Jeroen v @Veen180J
167 Followers 320 Following
sebastian Stöcklin @sebastianstoec1
8 Followers 51 Following
C. @410CB3
8 Followers 3K Following
김수범 @gimsube92299917
62 Followers 732 Following
Bromillon @bromillon
18 Followers 117 Following 20 años. ¿A qué me quiero dedicar? No tengo ni idea. Formarme, meterme en líos, e intentar ser libre.
Mithil @drmithil1
324 Followers 999 Following
Daniel Walz @Reasonable1225
1K Followers 647 Following
Ajax @AFCA_ZUID1
56 Followers 201 Following
Jon @jonwhung
443 Followers 624 Following Advocating for a Healthy and Sustainable Future | Living with Alk+ Lung Cancer | Long-term Growth Investor
Scott Carstens @efdupdohc
6 Followers 32 Following
Vic Grant @VictheDope
180 Followers 196 Following Always looking for balanced posts (almost impossible).
Alfred Jones @AlfredJ09761007
150 Followers 197 Following
fjm @cngxfjm
174 Followers 189 Following
k @ItsAmeKaaay
585 Followers 598 Following Expert on Finance, , Ai, tech!!! also an expert of whatever else trends here every few days. 🕉
Ryan @juicemcgooser
139 Followers 118 Following Custodian of a multi-state commercial real estate portfolio. Investing in equities is my hobby. Jesus is King!
TradeToWin @Chethan2012
162 Followers 473 Following
Jonas Holzbrecher @JonasH00722429
35 Followers 26 Following
anonymous investor @Hieu52789330
174 Followers 322 Following
Jose Pena Gayo @jpenagayo
105 Followers 86 Following
ReginaldJamesThe3rd @The3rdReginald
553 Followers 874 Following Bitcoin shill. Macroeconomic star gazer. Irresponsibly Long in the Satoshi’s. #npub1cwgs87u7euu44g526we3852yd90gx89e8yl4t473mv26c7ftzldqgvp70g
Crypternate @crypternate
22 Followers 147 Following
eponimi @eponimi
163 Followers 224 Following the Tao of investing , heavy on dividends and value/growth
Brad @BradLog54765576
1K Followers 501 Following
Erfon_de_vries @Erfon_de_vries
100 Followers 984 Following
Batwan @Road2leave925
21 Followers 142 Following
Joseph @WillyWonkguh
302 Followers 117 Following
Bondsman @ThetaBondsman
612 Followers 659 Following Concentration builds wealth, therefore I do not diversify. 3-5 stocks is all you need.
Ephemeral C🅰️pit... @japdongsanee
1K Followers 598 Following 🇰🇷🇺🇸 $PLTR since DPO I'm a happy & lucky guy Invest first then investigate
Milk&Honey Capital�... @MilknHoneyCap
6K Followers 289 Following Investor. Money manager(part time for my mom in her basement)Not financial Advice. Long term oriented. Top holdings $nvda $tsla $aapl $hims $btc $hood $oscr
Alejandro Aza @alejandroazaa
287 Followers 373 Following Contrarian long-term investor | Sharing insights and research
J. M. Galvez @JoseGalp86
111 Followers 120 Following Long term investor | Mechanical engineer working in Aerospace | Love tech companies | $HIMS $NBIS $PLTR $TESLA $ETH $OPEN
Yannis Silnyy @yannis_silnyy
149 Followers 126 Following VC 📈 / Tech 💻 / Sustainability 🌱 / Energy ⚡️ / Science 🧬 / History 🗿
Rixx @Rixx_Richard
45 Followers 277 Following went to some school for electronics, got some kind of degree. i do stuff in Electronics with math.
schard @schard2
38 Followers 170 Following
Urpos @Urpos012
579 Followers 1K Following We must save America from ultraliberal trash. Don’t let the communists and SJW determine our future with “holy PC is always right” BS. Eliminate H1B.
Patrick @Pagi1293
46 Followers 109 Following
Richard Bryers @rbryers56
312 Followers 31 Following
BryantZH @BryantZh27956
333 Followers 413 Following Independent thinker. Not affiliated with any political party.
gonsa123 @gonsacordoba
17 Followers 11 Following
Scrop Fx @ScropFx
70 Followers 36 Following
1111 @Christobewithu
95 Followers 221 Following
yamantaka @yamantaka01
82 Followers 308 Following Non-typical Buddhist | Expose Buddhism misconceptions | anti-superstitionism | debate across religions | we're at a spiritual war
Anand @AnandChickpet
210 Followers 17 Following
Ghost1995 @Ghost_1995xx
92 Followers 285 Following
joel @BruceLe57833967
2K Followers 166 Following
Madison Kelly @TheMadisonKelly
259 Followers 471 Following New and figuring it all out, will add more laterTrends for United States
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