David Shabotinsky

@hypergrowth102 I am. feel free to DM if you want

@dShab0 Nah you’re not.

“An adult man who engaged in intercourse with a minor girl less than three years old has done nothing, as intercourse with a girl less than three years old is like placing a finger in the eye.” Talmud ketubot 11b-6

@weary_centurion 6 p/e in today’s market is unbelievable

$ODD A FUTURE COMPOUNDER Not all multi-baggers are sustainable In fact, the vast majority of multi-baggers stocks are long term failures Only 3-4% of multi-baggers achieve sustainable compounding over a long period of time This phenomenon has been largely exacerbated by modern market mechanics The rise of options trading, and record levels of leverage and stupidity means that most multi-baggers are doomed to return to their mean at some point This is know as a valuation reset Only the small basket of truly phenomenal businesses with talented management teams actually achieve legendary status, providing decades of durable compounding maths Many accounts on here wear multi-baggers as a badge of honour. But most of the time, the status is temporary and doomed to reverse into a distinctly average return over a long period of time The only reliable method of building long term, sustainable wealth (with acceptable risk) is to find one of the few companies that turns into a future compounder and get in when it’s cheap I genuinely believe $ODD is one of those stocks. That statement will receive a lot of skepticism and even ridicule right now. And in fairness, I understand why But the best investors develop the ability to look beyond sentiment and headlines. The vast majority of the true value investing opportunities are brought about by temporary setbacks which at face value, appear disastrous. Sometimes even fatal. And many of those cases of massive drawdown are justified, with many stocks eventually going to zero To find the difference, you have to be able to apply objective reasoning without emotion. A surgical maths led mindset which ignores everything else other than fundamentals You also have to try and predict the future and how the chosen business fits into it $ODD has all the hallmarks of a generational compounder: • 72%+ gross margins • Data and technology MOAT • Capital light business model • Ambitions for rule of 40 indefinitely • Ability to scale new brands very fast Oddity Tech has the foundations to allow it to compound at 20% revenue growth with a 20% adjusted EBITDA margin for decades Once this advertising problem is put to bed and the company proves it is able to return to growth and restore their historic beat and raise culture, there will be a re-rating to fair value At a current PE of 6x, even a modest re-rating could be explosive and very fast due to the share structure and the buyback program erasing shares Following that, is when I expect the market to start releasing this is no longer a makeup company reliant on one big advertising company to generate new customers. It is soon to be a diversified conglomerate made of multiple brands spanning across a the beauty, wellness and medical sectors Once the market accepts that this is a technology company growing at 20% for the foreseeable future with a genuine competitive advantage, a 25x PE is conservative at that point My average cost of $24 may seem terrible right now but I honestly don’t think it’s going to matter in a year or two, especially due to the effect of aggressive buybacks and it will probably like extremely attractive in a few years The best opportunities are often the most hated I remember when $META dropped to $88 in 2022 and the sentiment then was awful Anyone who talked about it in a bullish light was attacked and ridiculed by the masses The consensus was that the company was going to zero. Look what happened I have seen this multiple times I did not know what I was doing back then, but I do now And that is why I have positioned the way I have This is not financial advice I make no predictions around short term price action Do your own research before making any investment decisions Thanks for reading

@hypergrowth102 I answered your questions in good faith because I'm actually curious to hear your side on this.

@dShab0 I’ve never found it possible to have a productive conversation with a delusional person. Because you don’t see history for what it is. Just for what you want it to be

@hypergrowth102 You demanded I answer your own question about why Jews were historically persecuted. I give you the historical context, and suddenly that’s me playing the victim? You're starting to argue with yourself

@dShab0 Your conspiracy that you’re a perpetual victims is much more laughable.

@hypergrowth102 Are we omnipotent puppet-masters or perpetual victims? You’re falling into Schrödinger’s paradox. Your grand conspiracy is just medieval PR: kings brought Jews in to collect taxes, then exiled them to deflect public anger

@dShab0 I’d like to hear it from you. Why you guys have been persecuted out of so many countries in history. And why it is happening again world wide. Must just be because you guys are victims?

@hypergrowth102 You seem pretty confident you have the “honest” answer figured out. I’m listening, give me the TLDR

@dShab0 Why is that? Why were you guys persecuted? Bet you can’t answer that honestly. 100% know you can’t.

@hypergrowth102 Per above - Epstein, a pedo, and all associated are vile ppl. Saying we’re responsible for 99% of the problems just ignores history , when did that start? We were mostly persecuted till ~80 years ago. Even in the US, Ben Graham launched his fund bc ppl didn’t employ Jews..

Well 2% of the population- connected to 99% of the problems. If you’re going to sit here and be blind to the evidence you’re part of the problem. Epstein worked for the Rothschilds, and the perpetrators were mostly jews in the files and are pretty much all jews. The goyim in the Epstein files are mostly blackmailed by the jew ring (sold their souls to the devil). If you’re gonna sit here and be blind to the proportionately Zionist agenda to deplete the white population, which has also completely hijacked the US gov’t. I will just block you cause you’re complicit. If you can denounce it and see it with a clear mind, then yes you’re a good jew. I have yet to meet one tho. Other than the master chess player.

@weary_centurion Even running an earnings power value analysis gets you to a floor of $15-16 assuming EBIT margins of 12%

7. CONCLUSION I thought it was worth writing this out to try and convey the detachment from fundamentals here I don’t think I can make it any clearer Why do I keep making posts about $ODD? It’s because I am convinced this detachment will not last a long time. I am not claiming definitively that it won’t. Anything can happen in the stock market. Stupidity can persist for an extended period of time But maths is maths. And maths can only stay broken for so long before reality kicks in The weighing machine analogy from Benjamin Graham applies here. And that is precisely the methodology I am using for this investment I will wait for as long as it takes and continue to DCA whilst it still makes sense This is not financial advice I am not telling you or anyone to buy $ODD I am sharing my own decisions and thought processes for educational purposes All of my content is honest and free of charge Do your own research and make your own decisions Thank you for reading

$ODD THESIS UPDATE 🧵 When thinking about the advertising dislocation at surface level, you could be forgiven for thinking that the business model is at risk of implosion If they cannot fix this, their process for acquiring new customers is broken, right? And to a DTC, that is a potential death sentence. A slow bleed of repeats steadily dropping off without replacements. Suddenly a growth company becomes a melting ice cube overnight and the companies future is bleak This may be true for pure play DTCs who are primarily retailers who made a choice to sell their products online But here’s where Oddity Tech is worlds apart from most DTC retailers: 1) TECH PLATFORM $ODD is a holding company. It is the tech platform that is running everything on the back end. Over 40% of the workforce is made up of engineers and computer scientists. The platform is the vehicle which builds brands. And it maintains those brands from one centralised location in terms of R&D. It is not a retail company or even a makeup company. It is a technology company. It is still widely seen as a makeup company and that forms part of the narrative currently plaguing it

@hypergrowth102 Nice deflection! Epstein was a piece of shit & so is everyone who flew with him. Framing it as a 'Jew issue' when logs are full of Christian politicians, royals, Arabs & secular elites is weird. Men commit 90% of violent crimes so blame all men or just the criminals

@dShab0 Now explain why modern day Epstein files seem to involve so many jews sky. Here we go again, come up with some lies quick.

@hypergrowth102 Great quote

To find real alpha you can’t look for other people to agree with you. Many don’t agree with the $HIMS thesis- which has allowed me to buy the stock for pennies on the dollar.

@weary_centurion starting to accumulate slowly. Looks like under 13-14 is a steal

@dShab0 Don’t really have one. I’m expecting a multi bagger over a long period of time though. The current valuation is completely detached from reality

$ODD Current market cap now under $700M once again It’s possible the real market cap could be under $600M due to buybacks, depending on how aggressive they’ve been The most ludicrous mispricing of an asset I have ever seen in the stock market I challenge anyone to find a company with the following financial profile: • 72% gross margins • More cash on BS than current MC • Profitable • Data and technology MOAT • Owns fastest growing DTC of all time • Owns biggest DTC makeup company • Owns fast growing telehealth brand • PE of 6 • Growing 25% • Trading at less than 1x revenue Find a company remotely like this which is trading at a comparable valuation In fact, find a company matching this profile which has ever traded at a similar valuation. Ever I genuinely don’t think there is one example… Not financial advice

@hypergrowth102 🤣

@dShab0 Idgaf sky

Why was “Gods Chosen” nation founded by atheists? Because it’s actually the synagogue of satan.

@hypergrowth102 Fan of your stock research. No need to get made when I bring up history

@dShab0 Conversations over jew. Go find another goyim to argue with.

@hypergrowth102 Love the ad hominems - can you get more creative? Looping lying bc I’m asking questions?

@dShab0 Ya cause you’re a never ending loop lying jew

United States just became 10x more antisemitic.

@hypergrowth102 Thought the romans killed him? Never knew Jews practice crucifixion…thought that was a Roman thing? Ironically without Constantine would Christianity have spread as much as it had?

@dShab0 Awkward cause jews killed him.

@hypergrowth102 Awkward because Jesus was a Jew…wasn’t Jesus about love lol ie falling to his feet with love? But sure I can send you Bible quotes to not believe in false prophets and not fall the majority…U still don’t tell me what’s makes Jews satanic…again happy to chat about this

I said nation twice already. Modern day Jews are deceptive and satanic. Their whole foundation is built on lies. Therefore the verse that prophesies creation Jews being of the synagogue of satan is quite fitting. Revelation 3:9: "I will make those of the synagogue of Satan who say that they are Jews and are not, but are lying—I will make them come and bow down before your feet, and they will learn that I have loved you." [1]

@hypergrowth102 Ya wouldn’t want you to show proof 🤣

@dShab0 I'm not gonna spell it out for you Davey.

@hypergrowth102 When did the Jews hijack America? Around 80% of adults get circumcised in the US…how many jews are there? Canabilism - where’d you get that, I’ve never heard of Jews doing that…how do Jews protect pedophilla? Against the religion.

@dShab0 Nothing, other than hijacking my country, protecting pedophilia, cannibalism, and child mutilation. Other than that, they're great.