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@alirodavid

Corporate Finance Advisor | Investor

Katılım Nisan 2025
375 Takip Edilen84 Takipçiler
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Aliro
Aliro@alirodavid·
@nayibbukele do you remember this tweet (february 12, 2022) when #Bitcoin ₿ price was at $42,200 usd. ;)
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Aliro@alirodavid·
$SEZL Q1 2026 EARNINGS • Revenue $135.5M vs Est. $128.7M • EPS (GAAP) $1.47 vs Est. $1.24 • EPS (Adj.) $1.43 vs Est. $1.24 • Adj. EBITDA $71.1M — Margen 52.5% • Net Income $51.3M (+41.9% YoY) • GMV $1.1B (+37.3% YoY) • Purchase Frequency 7.1x vs Est. 6.1x (Q1'25) FY26 Guidance (Raised) • Revenue +30–35% vs Est. +29% • Adj. Net Income $180M vs prev. $170M • Adj. EPS $5.10 vs Est. $4.70
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The Market Matrix
The Market Matrix@MarketMatrixs·
$HIMS two years ago: Share price: $25 Revenue (annual): $872M Net income: $1.2M Adj EBITDA: $20.6M Subscribers: 1.2M $HIMS right now: Share price: $27 Revenue (annual): $2.35B (+170% in two years) Net income: $128M Adj EBITDA: $318M Subscribers: +2.5M Yeah, it’s undervalued 🤷‍♂️
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Aliro@alirodavid·
@n1Wellness I agree. My comment is more focused on the fact that Hims' customers aren't just consumers, they're distributors too.
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Mike | N1 Wellness
Mike | N1 Wellness@n1Wellness·
@alirodavid The distinction matters. If access expands, the bottleneck becomes quality systems: verified API, sterility testing, cold chain, lot-level traceability, and clear patient education. “Compounding pharmacy” alone does not tell you enough about risk.
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Aliro@alirodavid·
Enhanced says they'll be "ready to go" once the FDA reclassifies peptides. Ready to go… place an order with a compounding pharmacy. $HIMS already owns its own peptide manufacturing plant in California. There are distributors and there are producers. 📍
Hims House@himshouse

$HIMS $ENHA 🚨 MAX MARTIN & @C_ANGERMAYER SAY ENHANCED WILL BE 'READY TO GO' AS SOON AS THE FDA MOVES PEPTIDES TO CATEGORY 1 "The goal is to be ready immediately after, yes." "Because think about it like this: What actually happens is that when 503A pharmacies are again able to compound those peptides, those are the pharmacies that we are already working with, that we already have the delivery and operational chain set up." "The doctors that are going to be able to prescribe those [peptides] are going to be the same doctors we are already working with." "And so from an infrastructure perspective, not much changes." "So from an infrastructure perspective, we are ready to go as soon as that change happens."

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Aliro@alirodavid·
@himshouse @C_Angermayer Enhanced says they'll be "ready to go" once the FDA reclassifies peptides. Ready to go… place an order with a compounding pharmacy. $HIMS already owns its own peptide manufacturing plant in California. There are distributors and there are producers. 📍
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Hims House
Hims House@himshouse·
$HIMS $ENHA 🚨 MAX MARTIN & @C_ANGERMAYER SAY ENHANCED WILL BE 'READY TO GO' AS SOON AS THE FDA MOVES PEPTIDES TO CATEGORY 1 "The goal is to be ready immediately after, yes." "Because think about it like this: What actually happens is that when 503A pharmacies are again able to compound those peptides, those are the pharmacies that we are already working with, that we already have the delivery and operational chain set up." "The doctors that are going to be able to prescribe those [peptides] are going to be the same doctors we are already working with." "And so from an infrastructure perspective, not much changes." "So from an infrastructure perspective, we are ready to go as soon as that change happens."
Hims House@himshouse

🚨 ENHANCED GAMES IS GOING PUBLIC IN MAY And founders Max Martin and @C_Angermayer say they're "ready to go" on peptides the day the FDA reclassifies them to Category 1 Alongside $HIMS, Enhanced is likely to be one of the few ways to go long peptides in the public markets Thanks to Max & Christian for coming on the pod and talking about Enhanced Games, the consumer health business, peptides, the upcoming SPAC ( $ENHA ), and much more: 02:40 - The case for allowing PEDs in sports 06:19 - Prize money and equal pay 10:40 - Humans vs robots? 🤯 15:32 - Inside the Abu Dhabi clinical trial 20:07 - Why Abu Dhabi 24:04 - Launching the consumer health line 29:40 - Peptides ready to go 32:32 - Sizing the peptide market 35:42 - The shift to preventative medicine 39:56 - Double digit peptide adoption forecast 43:21 - Apeiron and the next human agenda 47:53 - Psychedelics x White House boost 51:50 - Going public to include fans 55:24 - Telehealth megacycle just starting 58:15 - Sports as customer acquisition engine 01:08:17 - Enhanced’s Longer+ formulation 01:10:57 - Biohacking roots and wrap up Not financial, legal, or medical advice

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andrewdudum
andrewdudum@AndrewDudum·
As of this morning, providers on our platform can now send prescriptions for Zepbound® vials and KwikPen®, as well as Foundayo™, to the LillyDirect® pharmacy and access self-pay pricing for our customers because of an expansion in our platform’s functionality. In many ways, today reminds me of Netflix’s early days, when everyone talked about whether they would have the latest blockbuster in their catalog. As if Netflix’s success depended on its ability to become the distribution channel for a single film. They were missing the forest for the trees: Netflix wasn’t just renting DVDs. It was changing consumer behavior by ruthlessly prioritizing choice and inventing new pathways to the things people wanted the most. By offering a full range of FDA-approved GLP-1s on our platform, we’re similarly giving our customers more choices through all the tools we have available – and we’ll continue to push here on behalf of everyone who depends on us for their care. Read more on how we’re making this possible, including important info, here: news.hims.com/newsroom/full-…
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Shay Boloor
Shay Boloor@StockSavvyShay·
Bill Ackman says diversification protects you when you don’t fully understand what you own but concentration becomes an edge when you do. Once your best ideas get diluted, outperforming gets a lot harder which is why his top 3 to 4 positions make up ~50% of the portfolio.
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FinancialJuice
FinancialJuice@financialjuice·
Fed Chair Nominee Warsh: Due to AI's impact, revisiting the Fed's models is crucial.
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FinancialJuice
FinancialJuice@financialjuice·
Fed Chair nominee Warsh: Fed's inflation task could ease over time.
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FinancialJuice
FinancialJuice@financialjuice·
Fed Chair Nominee Warsh: There’s a question about what AI means for jobs, too.
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Aliro@alirodavid·
A current name that comes to mind: Hims & Hers $HIMS. Few stocks have attracted as much market hate recently — short sellers, skeptics, regulatory fears, a brutal selloff. Sound familiar? The market's extreme pessimism on a company with real revenue, real growth, and a direct-to-consumer model in a massive health market... is exactly the kind of asymmetry worth studying carefully. Not a prediction. Not a recommendation. Just a reminder: the next chapter is rarely the one the crowd is writing. #HIMS
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Aliro@alirodavid·
So what is the investor's real job? Not to predict the future perfectly. Acknowledge your limits, bet on favorable asymmetries, and build a portfolio where a few extraordinary wins make up for many mistakes. Success in investing isn't measured by never being wrong. It's measured by how big your wins are when you're right.
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Aliro@alirodavid·
The greatest value-creation stories in history include unexpected twists that no one fully anticipated. A thread on what this means for the intelligent investor 🧵 #hims
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Oguz Erkan
Oguz Erkan@oguzerkan·
Bill Ackman: “If a company is increasing growth capex while earning above average returns, you should applaud.” This is the case for $META. All hyperscalers are generating solid sales growth, but $META is seeing tangible ROI in the form of higher ad conversions. Long $META.
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