Ivan Myeshkov

@evfcfaddict whats your view on $dhr? growth would need to reaccelerate soon, to justify the valuation...

When the whole money flows into tech/semis, massive opportunities arise in other segments…

@bryan_johnson @hims @himshouse @alc2022 @TheLongInvest @JonahLupton

You can now get your blood work at cost. We launched a biomarkers testing platform. I make $0 on it. Blood testing needs to be more accessible. Instead, we wait until we get sick. And in the meantime, companies profit when you’re sick. It's messed up. > get tested > find what needs attention > implement protocols > test again Get ahead of unwelcome surprises.

@TheLongInvest its only impossible because you raise your "fair value" (retracements/moving averages) with rising prices even if fundumantels stay the same

I have never seen an extremely overvalued position not pull back and revert back to its Fair Value It’s impossible

@TheLongInvest You can get the highest grade supplements from blueprint for way less. Youre peptide stack shouldnt cost more than 500€/month in europe.

I spend about $25,000 a year on supplements and peptides. It's a mess, everything is all over the place. AG1, creatine, peptides, protein, hair and skin treatments, weight loss, muscle gain, testosterone, and vitamins... all need to be ordered separately where I live. If I could order everything in one place, I would be a customer for life. Men are becoming increasingly conscious of their health and appearance, and the market will explode soon to facilitate this One company will benefit from this.

@evfcfaddict Why did you sold out of azelis?

Portfolio end of 01/2026, ytd: -0,5% (€), +0,5% ($) $ITD.MI $DR.TO $SUP.L $DEF.DE $DCC.L $4441.T $FILA.MI $3673.T $ACNT $BERNERB.ST $EKF.L $VID.MC $FTLF $9145.T 36,5% Cash

@AndrewDudum Is that common?

To our customers (both future and current): I have always believed that in order to change something, you have to be willing to have a tough conversation. We’ve done that as a company since we launched in 2017 because we know progress requires honesty before it provides hope. Our latest ad, which will air at the big game next weekend, is meant to provoke a long overdue tough conversation. It’s meant to recognize that you deserve better. No one should be satisfied with a system that requires you to get sick before you’re allowed to get healthy. This isn’t about advertising any one specific treatment. This is about speaking directly to you about the future we know all Americans deserve, whether you live in a rural community, a big city, or somewhere in between. This is about being a loud, unapologetic advocate for what we know care can and should look like for everyone in this country: affordable, proactive, and built to empower the individual. In order for health outcomes in the US to really improve, we have to stop gatekeeping innovative, proactive tools and care. Real, lasting health requires having access to transparent information *and* innovation that can help prevent - not just treat - disease. Meaningful change requires two things: the conviction to reimagine a better way and the stamina to make it a reality. My promise to all of you is that I’ll make sure Hims & Hers always has both. Let’s close the health gap.

@aktien_max eingepreist sind etwa 20% Umsatzwachstum für 2026. Wie kommst DU auf Stagnation-sinkende Umsätze? Das würde den Kurs locker nochmal halbieren, zum. kurzfristig.

Bei $HIMS ist das 2,6-fache des Umsatzes einfach zu günstig für 49% Umsatzwachstum (Q3-2025). Der Markt preist hier Stagnation oder sogar sinkende Umsätze ein. Aber eine leichte Wachstumsdelle ist kein Todesurteil. Besonders, wenn die Product Roadmap top aussieht: Lab Testing, Peptide, AI Doctors etc. 👉 Ist $HIMS aktuell verrückt günstig oder total überbewertet?

@alc2022 Its not the point but the loss of market share and questions regarding the moat. The market is big enough and Hims is better positioned for peptides but this should still be considered a threat imo. Defnitely will have some effect on sales the next few quarters.

@IMyeshkov I guess it’s time to panic again, since arbitrary expectations were not met

The $HIMS thesis is performing exceptionally well, up 230%+ since I first laid it out. Smart investors will continue to take advantage of lower prices. My aggregate $HIMS position is worth $0.8m, even at these depressive prices. This is an $80-100M win in the making for me.

@burningbyte Stimmt. Hört sich eher nach temporären Problemen an. Solange die Produkte nicht überholt werden, kann man da geduldig sein. Finde ich mit der technologischen Entwicklung aktuell teilw. schwer einzuschätzen (bspsw. Nemetchek). Bei CZ sind die Risiken da schätze ich eher gering...

@IMyeshkov Ja, muss aber noch viel Arbeit geleistet werden. Kosten scheinbar noch nicht im Griff. Aber grundsätzlich wird das schon sehr interessant.

Ups... CARL ZEISS MEDITEC: Q1 VORLÄUFIGES OPERATIVES ERGEBNIS 8 MIO. EUR (VORJAHR: 35 ) CARL ZEISS MEDITEC: GJ 2025/26 - PROGNOSE WIRD VORAUSSICHTLICH NICHT ERREICHT

@arny_trezzi @alc2022 If you dig into duolingo would be great to hear your thoughts @arny_trezzi

@arny_trezzi @alc2022 I think specialised companys like duolingo are in a good position to leverage ai and capitalise on upcoming trends. But im not sure if duolingo has an advantage beside the large network.

$DUOL free cash flow and free cash flow per share are up 61X and ∞ X respectively since the IPO, while the stock is basically flat. Buying here is the easiest multibagger pick for me ever.

@evfcfaddict Hattest du neue Erkenntnisse zu Azelis? Hattest du die Position verkleinert?

For the first time since 2022 I see more opportunities than I have cash.

@evfcfaddict @AirMJJordan Based on what? There seems to be a tax effect. EBIT paints a different picture than p/e. Do you have some insights? This one caught my attention because its one of the top Holdings in flossbachs equity fund, but haven't done the research yet.

@AirMJJordan for me still too expensive but you might beat the index going forward likely ~8-10% cagr

Buying the best companies doesn‘t protect you from nearly 9 lost years (and still not cheap…) - if you overpay. This will happen to a lot of tech darlings going forward. $COLO-B.CO

@evfcfaddict thoughts on the comparison with imcd?

Thx a lot Morgan Stanley for letting me add $AZE.BR under 12€ - sell side analysts that only think in quarters are the gift that keeps on giving... investing.com/news/stock-mar…

@burningbyte Danke und viel Erfolg. Irgendwann muss sich die Stimmung ja mal aufbessern :D....

@IMyeshkov Ja, bei Danaher und Thermo habe ich ebenfalls angefangen zu kaufen. Danaben noch die Stratec, Merck und Sartorius. Stryker und Intuitive habe ich schon seit vielen Jahren. Ich weiß gar nicht, ob ich sonst noch was habe aus dem Sektor :) Sammelt sich einiges an.

Merck, Carl Zeiss - erneutes Schlachtfest bei den Medizintechnikaktien... So out wie nie.