JonathanDubbs
1.4K posts
@JonathanDubbs
Avid investor with a lot on my mind
$NFLX completely getting demolished cheapest it’s been in years, but every time I think of buying I remember… - no hit shows leading to massive growth like Squid Game for example - they tried to buy $WBD and $ROKU, now $LION which makes me think they really are struggling to create content - the only reason they beat EPS last Q was because of the $3B breakup fee, otherwise no growth - Mag 7s are better businesses trading at lower multiples what’s the argument to go long here other than it is bottoming? which I agree it probably is…but is risk to reward amazing here even if it doesn’t go that much lower?
$HIMS 🚨 THE FDA PEPTIDES VOTE IS DAYS AWAY Peptides insider @DrJesseMorse expects approval We discuss the FDA briefing document recommending *against* the 7 peptides, what the odds of approval are for each of the peptides under review (including BPC-157) and why U.S.-made API could be a major advantage for $HIMS 01:37 - FDA briefing document 03:24 - Getting peptides back in front of the FDA 08:58 - Prescribing peptides back in 2017 12:42 - Peptides safety data 16:08 - BPC-157 deep-dive and odds for approval 22:56 - TB-500 deep-dive 26:15 - Approval odds for the other 5 peptides 31:02 - Peptide efficacy data 34:40 - FDA politics and final decisions 40:30 - Peptides market size 42:48 - Training the doctors 47:20 - Shipping hurdles and gray-market risk 53:25 - Why peptides could reshape healthcare Not financial, legal, or medical advice
Senator Lindsey Graham (R-SC), appearing overall outwardly healthy, spoke to reporters yesterday in the Ukrainian capital of Kyiv, expressing support for the White House’s decision to impose tougher sanctions on Russia. Roughly 24 hours later, he was dead from sudden cardiac arrest at his home in Washington.
How did Hims & Hers become big pharma's biggest problem? I asked co-founder and CEO Andrew Dudum about GLP-1 pricing, regulatory pushback, and the path from a men's health startup to a public company. New episode is live: bit.ly/4brGO8N
🚨 NEEDHAM ANALYST RYAN MACDONALD: PEPTIDES COULD BE A $30+ BILLION MARKET AND $HIMS IS POSITIONED TO WIN A BIG SHARE This is most thorough deep-dive we've done on the business side of peptides: We discuss the latest peptide news, how the FDA / PCAC process actually works, the size of the peptide opportunity, $HIMS' potential share, the Novo partnership, branded vs compounded economics, short interest, competition, valuation, and more. 🔥 01:58 - FDA briefing document breakdown 04:15 - The timeline of peptide approval 09:50 - Category 1 vs 503A Bulks List 11:34 - When will telehealths start to sell peptides? 14:25 - Sizing the peptide market 19:31 - Hims’ peptide share 21:55 - Peptide pricing & margins 24:45 - Peptides likely a 2027 revenue story 29:58 - Hims-Novo deal check-in 32:11 - Branded vs compounded GLP-1s margins 35:27 - Pills vs injectables 40:43 - International 42:04 - Hims' moat 46:22 - 2030 targets and valuation models 50:32 - Shorts, insiders, and catalysts Not financial, medical, or legal advice
Dear America, Starting today, on the 250th birthday of our country, millions of children will now benefit from a new & powerful American birthright - a privately owned investment account from birth. Every child a shareholder in the great American economy! American capitalism is the greatest prosperity-creating engine the world has ever known. It has unlocked unprecedented abundance for our country and untold life-advancing innovation. From clean food & water to cars & planes to vaccines & cures to computers & phones. Through depressions & world wars, through panics & pandemics, betting on America has been the best investment in human history. But far too many hardworking families feel like they are on the outside looking in - like the American Dream has become out of reach. The Invest America Act changes all that. Signed into law by President Trump it establishes the Trump Accounts - launching today - making every child a shareholder from birth. Every account seeded with $1000 in America's best companies - making every child a direct participant in our stock markets & American capitalism. But it doesn’t stop there. Representing the best of our civic traditions, an unprecedented outpouring of additional private contributions into these accounts is already underway. Billions of dollars have been committed by philanthropists & corporations to tens of millions of children across the country. A new form of massive, direct philanthropy & corporate benefits directly to America’s kids is just getting started. From adopting all the kids of a school or organization to a city or state. America is the most giving country in the history of the world - and Trump Accounts provide a new open source platform to enable anybody to contribute to anybody. Trillions of dollars will compound in these accounts over the next 20 years. But this is about more than just figures on an account statement. By investing in the next generation, our country is providing tangible opportunities to all future generations of Americans: an education, a first home, the ability to start a business, and the foundation for a lifetime of savings. Trump Accounts provide hope to those feeling hopeless - unlocking unlimited human potential. Trump Accounts do this through a massive public - private partnership that empower the individual not the state. They double down on free market capitalist democracy by empowering the individual rather than growing dependency on government. Aligning citizens with capitalism rather than pitting them against it. Perhaps of equal importance, let us not lose sight of the fact that this is a movement that unites our country. Despite the many issues that divide us, this one big idea brings everyone together. From the most conservative to the most progressive leaders, we have found people of goodwill willing to step up and do the right thing to help the next generation. Trump Accounts represent the very best of our democracy and the American promise issued two hundred and fifty years ago today. I am grateful to all those who have partnered with us to get this far and we dedicate our tireless efforts to make certain that the Invest America Act achieves its maximum potential. Let us advance into the future with a renewed sense of confidence, optimism and restored faith in the American Dream for EVERY American. Happy 250th Birthday, America! Brad Gerstner July 4, 2026 @TrumpAccounts @InvestAmerica24 @WhiteHouse @MichaelDell
