BROWNHOLE CAPITAL

@investnplay1 @jakebrowatzke We don’t own many companies under $1b. Some might be hated, I’m still a fan tho. $BETR (asymmetric 🤤) $LFMD (misunderstood, mini $HIMS) $CRMD (cheap growth) $CHGG (laugh, I can’t believe it either) $TREE (banger) $BOF (Great Management)

Smart decision $BETR is an excellent company

@morellifit How did you titrate? I never had any problems with Tirz, but I had body aches with Reta starting at 4mg.

In NEJM Phase 2 trials, 12mg of retatrutide led to a 24.2% weight drop in 48 weeks. Phase 3 trials showed people losing up to 60 lbs. Over 90% of users lost at least 10% of their body weight. No other compound hits these numbers.

I’ve personally used over 20 peptide and longevity compounds since 2017. Retatrutide, BPC-157, Selank, MOTS-c, and plenty more. In this thread, I'll share my exact protocols, the data behind them, and what I’ve actually achieved so far: (1/18)

@TheLongInvest Whether you’re right or wrong…. I like your spin on it😁! Long $HIMS

$HIMS great breakdown And this is the most important line: 'Okupe selling $4.8M at $20.33 just makes absolutely no sense, but then again its important to remember Okupe sold at $28.50 on the 15th of April 2025... One month later the price surged to $60+.' Okupe selling is a bullish signal. Almost exactly 12 months later....

@CMDarnton0 There’s a bear 🐻 case?!😅

WHAT ARE THE BEST BEAR CASES AGAINST $HIMS STOCK? LET ME KNOW!

@CedarStResearch @jakebrowatzke I’ll take the $HOOD comparison. Feels like summer 2024 $DAVE vibes. Low float, growth acceleration/revisions, unfollowed, small cap, disrupting a boring business, flat out unappreciated. Pure asymmetry.

Powered by Tinman $BETR just a small amount of users 70m. I feel like Better is starting to have $HOOD vibes.

@jakebrowatzke @investnplay1 You’re still early. Not many players of size yet. Every time I buy more than 1k shares, she starts moving. The float is just so small. If your content on $BETR is like PATH, she’s gonna go bang bang🚀💥

@investnplay1 There is a surprisingly large investor community for $BETR here on X already it seems!

@commandenteSD $NVDA $NFLX $AAPL $DPZ $MNST $AZO

Time-travel riddle for the timeline: If you could jump back EXACTLY 20 years with $10k to drop into each of 5 stocks… which ones would you buy & hold until TODAY to make your future self filthy rich? No cheating with today’s knowledge 😏 Drop your top 5 in the replies 👇 #Stocks #Investing #TimeTravel #SPX

$MELI and $AMZN now have the same P/S ratio But Mercado Libre is growing revenue 44.5% YoY vs Amazon at 13.6%

@aincomeinvestor $STRK $71 share $8 div (11.2%) tax deferred inc. (ROC) $100 par 54% to par Convertible 1:10 $MSTR @ 1000 *Collect 11.2% tax free, while you wait to collect another 54% to par, with a choice to non taxable convert at MSTR $1000+. Banger 🧨

What would you say would be the best dividend stock or ETF in the next 15 years?

@realcamireyes If you’re real and not AI…. Everyday is your day

@zoomergirls__ When is it my turn?

Rack of the year

@jakebrowatzke Have you started your position in $BETR? This is a special situation company. I call it $DAVE 2.0. I found DAVE and bought heavy $28-$40. The cap structure,short interest, rev growth, and extremely LOW FLOAT! It won’t take much to get a 3x-5x. Pure asymmetry. I’m riding with ya😎

On this account, I try to be raw and honest — which, frankly, isn't the best way to grow a large audience. I'm often wrong on timing or even the thesis itself. But here's my promise: when the facts change, my views change. I don't find facts to fit my narrative. I share my updated opinions, even when they're unpopular. My views on $PATH haven't changed. I still believe Maestro can scale to $1B ARR within five years, drive pull-through to UiPath's traditional business, and — combined with three years of flat opex from dogfooding their own automation — create a massive profitability explosion as revenue scales with leverage. Yes, AI has brought far more competitors into automation. That's a real risk. But UiPath has 10x'd the value of their product, and I strongly believe they'll grow because of AI, even while losing meaningful market share. I'm still bullish on UiPath. It's a 10x in five years in my base case. But after a week and a half of research, Better.com $BETR is a 20x — twice as good as $PATH on forward returns, both with high confidence. Thus my highest conviction pick has changed. As unpopular as it may be, its the truth. My conviction stack right now: 🥇 $BETR — 20x in 5 years 🥈 $PATH — 10x Then a tight pack: $HIMS, $DUOL, $LMND, $KLAR, $FOUR, $ZETA, $ROOT — all clustered between 10x and 7.5x, outstanding expected forward returns. Why Better? They've radically cut loan origination costs and built a single unified platform replacing 8+ fragmented systems. They're now selling it B2B — Credit Karma offers loans powered by Better. Coinbase offers bitcoin-backed loans powered by Better. Now 2 of the 3 biggest banks have literally reached out to Better and asked for product demos. It's a rapidly expanding B2B automated mortgage platform alongside a growing B2C business. Think Lemonade, but if they were also licensing their autonomous insurance platform to Geico. And it's only a $600M company. When rates were near zero in 2020, Better was doing ~$50M/month in profit. Today it trades at roughly 1x that peak monthly profit. The refi TAM shrank 90%+ when rates spiked. They’re now set up to grow revenue 50-70%+ per year for the next three to five years. They have a clean balance sheet, but are guiding to lose money for two more quarters before reaching profitability in Q3. If rates get cut meaningfully? This thing could easily 5x in a single year. But they only trade 2.8x sales today so even at 50-60-70% annual growth over five years, the math is staggering. I see insane asymmetry. What do you think? I actually love to hear from people as they do their own research, the biggest risks that they have uncovered or things that they have questions about. As when I am helping answer your questions, I will likely grow my own understanding as well.

@jakebrowatzke You made me smile today! I’ve been loading $BETR around $28. Haven’t finished buys, but yah I agree man.

$BETR The company that felt like I was rediscovering $LMND Better has a very interesting story. Here is a short summary of what I have found so far.

@BourbonCap $HIMS

Which stock under $10 billion market cap do you think is undervalued right now?

@realroseceline Is there an investment you closet love, but choose not to discuss/talk about? If so, what? For me that’s TTD & ZS. You’re a gem of a follow man. Great stuff

On the plane for the next hour, ask me anything— GO! 🌹

@Raul_DSF Down 60lbs, healed stomach ulcer, blood panel reads same as when I was 17, CRP inflammation near 0. Loving life again

I see talk of peptides everywhere, but is that just my $HIMS bubble? Is there anyone using peptides that has seen a quality of life improvement? Trying to gauge how mainstream peptide usage has become

@ariaradnia You’re well deserving of your large following from your impressive content. No need to throw stones.

Buy $DUOL

@realroseceline I never knew I wanted one until seeing yours. I better get off X and get back to work😅. Congratulations man. Beautiful ride and accomplishment.🏆

New car $RACE 🌹

@JerBearRN @AndrewDudum @wearehims @wearehers @amazon You should get to George’s this weekend. Have a few donuts 🍩, but don’t skimp on the merriment.

💊 $HIMS Disappointing 😟💔 ‼️ Going back 4 years ago & listening to @AndrewDudum‘s early vision of proprietary, unique offerings ‼️ … improving access to affordable treatments ➡️ Now selling a $1,700 Telehealth membership that $AMZN sells for $99/year w/ 1-hour delivery 😟