CapitalSkeptic

2.6K posts

CapitalSkeptic

CapitalSkeptic

@CapitalSkeptic

Retired Gentleman of Leisure, Individual/Private Investor @Cronos/Managing Partner/Philanthropist/Volunteer

Katılım Ocak 2026
68 Takip Edilen129 Takipçiler
CapitalSkeptic
CapitalSkeptic@CapitalSkeptic·
People are clueless to how massive this industry will be and how it will change Domestic farming as well. There’s levels and intricacies people have yet to understand because they lack future vision and proper research. It will all be clear soon enough. $MSOS $MJ $VFF $TLRY $CGC
Aaron Edelheit@aaronvalue

I firmly believe that rescheduling of cannabis is akin to the first pitch of the first game of the season. This is just the beginning and if you are investing in companies that have growth platforms with low-cost structures and great management, this is just the start.

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CapitalSkeptic
CapitalSkeptic@CapitalSkeptic·
international cannabis expansion, especially rising export sales into higher-margin global markets, along with continued scale advantages from its greenhouse production model that supports strong cost efficiency. The company is also gaining share in the Canadian cannabis market while shifting its revenue mix toward higher-margin cannabis away from legacy produce. Additional upside will come from capacity expansion projects and ongoing improvement in profitability as scale increases. As well as the ability to benefit off rescheduling in the US market.
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CapitalSkeptic
CapitalSkeptic@CapitalSkeptic·
You are all sleeping on $VFF. More to come…
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CapitalSkeptic@CapitalSkeptic·
$AMZN JUST WONT STOP 200 to 250s in a matter of weeks. Don’t play with the sleeping giant.
GIF
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CapitalSkeptic
CapitalSkeptic@CapitalSkeptic·
$AMZN People were worried about the wrong things per usual. Not understanding the underlying MOAT and growth.
Chris Camillo@ChrisCamillo

No surprise if you’ve been watching @DumbMoneyTV Highest conviction. Biggest. Most levered trade of my life. On one of the largest companies on earth. Covered and still misunderstood by most of Wall Street. “Smart Money” isn’t dead. It never existed. $AMZN

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CapitalSkeptic@CapitalSkeptic·
Everyone’s focused on $HIMS as the distribution story… but they’re missing the real upside. $NVO isn’t just plugging one GLP-1 into a platform — it’s testing a scalable, direct-to-consumer pipeline. If that works, $NVO can expand far beyond GLP-1s into a broader peptide portfolio and own the category at scale. This isn’t incremental. It’s a potential 10x unlock in how $NVO reaches and monetizes demand.
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CapitalSkeptic
CapitalSkeptic@CapitalSkeptic·
People are sleeping on $NVO just like they slept on $AMZN at 200. I am just giving free alpha. Not to mention $NVO dividend yield 🤣. See you at the top.
Investseekers@investseekers

New bullish analyst view on $NVO from SB1 Markets. SB1 argues that Novo Nordisk is trading at an excessive discount both versus comparable pharma companies and especially versus $LLY. According to the note, the valuation discount is estimated at: • 20–25% versus peers • 50–60% versus Eli Lilly on EV/EBITDA The bank believes this gap is too wide given that both companies continue to dominate obesity and GLP 1 based diabetes treatment. SB1 initiated coverage with a Buy rating and a DKK 280 price target. Its key forward catalyst is the launch of oral Wegovy, which it expects could help restore sales and earnings growth from 2027. #stocks #Investing

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CapitalSkeptic@CapitalSkeptic·
Healthcare + AI $NVO $NVS $LLY $HIMS MASSIVE THEME!!! You have been warned. Pay close attention the following years is where everything will unfold massively for the sector.
Wall St Engine@wallstengine

Anthropic appointed Novartis $NVS CEO Vas Narasimhan to its board, its second board addition in recent months, as the Claude maker eyes a potential IPO this year and pushes deeper into healthcare after deals with Eli Lilly, Novo Nordisk, and Genmab.

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SOUK
SOUK@SOUKCOMMUNITY·
Hold these 4 and you will outperform the market over the next 5 years $AMD $HIMS $ZETA $NVO
SOUK tweet media
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CapitalSkeptic
CapitalSkeptic@CapitalSkeptic·
Bullish $NVO FDA opening the door to more peptides = category validation. Peptides go mainstream → more MD adoption → more capital flows into peptide therapeutics. $NVO already dominates with GLP-1s → best positioned to scale, patent, and own next-gen peptide drugs. Tailwind isn’t immediate—but it’s structural. $NVO $HIMS $LLY
Hims House@himshouse

$HIMS $LLY $NVO The FDA will discuss 7 peptides for possible inclusion on the 503A Bulks List on July 23-24: - BPC-157 - KPV - TB-500 - MOTs-C - Emideltide - Semax - Epitalon Popular peptides like GHK-Cu and Melanotan II will NOT be considered during the July 23-24 meeting. During RFK Jr.'s appearance on Rogan, he said the FDA was looking at removing 14 peptides from Category 2. Maybe there will be other meetings at a later date, but this meeting will only discuss the 7 peptides above.

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CapitalSkeptic
CapitalSkeptic@CapitalSkeptic·
@ZaStocks $AMZN was a sleeping giant. People crying and bitching about capex know nothing about AMZN and there history. Let’s get one thing straight when they make big moves they deliver!!
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Za@ZaStocks·
$AMZN is: - Space - Robotics - Cloud - Autonomous Vehicles - Silicon / Custom Chips - VC (Anthropic + OpenAI) Not to mention ads, subscriptions, retail, etc. There’s no stack like this in the market outside of Google, and we saw what Google did when the market came around…
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CapitalSkeptic
CapitalSkeptic@CapitalSkeptic·
What did i say about $AMZN?? Now just wait for what will come with $NVO!!! THE OPENAI DEAL IS BIGGGGGG NEWS!!!
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Finance Jack
Finance Jack@FinanceJack44·
Some people look at $AMZN and don't understand why it's cheap, especially at 35x earnings. However if you look at operating cash flow you get a different story. Amazon trades at 18.3 P/OCF Compared to other hyperscalers: $MSFT: 17.4 P/OCF $GOOGL: 23.9 P/OCF $ORCL: 18.7 P/OCF Compared to other large retailers: $WMT: 23.7 P/OCF $COST: 29 P/OCF Not only is Amazon trading cheaper or on par with it's peers, it also has arguably the largest and most diversified moat out of all these companies. This is why it has historically demanded a premium multiple. Hard to see how Amazon doesn't work from here with the all the growth opportunities ahead.
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Bilaal- BD investing
Bilaal- BD investing@bdinvestingg·
$AMZN is about to have its $GOOG Gemini moment. AWS CEO : “All Anthropic models out today were trained on Trainium.” Anthropic Mythos was most likely trained on Trainium. Trainium chips are sold out
Bilaal- BD investing tweet media
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Keşfet

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