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My strongest convictions in the market right now are:
$OSCR
$HIMS
$SOFI
$DUOL
$ZETA
$BTC
$ETH
Their momentary undervaluation is just an opportunity.
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Damiano Endrizzi
4.8K posts
Damiano Endrizzi
@damendrizzi
Focus on Value. Discipline is the way. $OSCR, $HIMS, $BTC, $ETH. | DYOR |
Not Financial Advice Katılım Haziran 2024
78 Takip Edilen925 Takipçiler
@Han_Akamatsu Hoping $OSCR dips even lower so I can buy more at a discount...
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@InvestorSince21 $OSCR's growth is absolutely staggering.
I'm grateful the market hasn't fully recognized it yet.
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Oscar Health $OSCR trades below 0.3x sales.
Yet they just:
✅ Guided $18.7–19B revenue in 2026 (+61% YoY)
✅ Expanded to 20 states, 573 counties
✅ Secured a $475M revolving credit facility
✅ Reaffirmed guidance at Raymond James in March 2026
I continue to add to my position!
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@BitcoinMagazine It's simpler than it seems to build in $BTC.
Conviction will deliver the results.
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The multiples on $OSCR's expected results are ridiculously low.
It's priced as if it's about to go bankrupt.
Invest with AC@investingwithac
$OSCR Current Market Cap: 3.34 billion … “Real Cash”: 2.5 billion … In 2027, with 5% expected margins and 20% growth… The operating income of ~1.14 billion is 1/3rd of the current market cap…. This implies a forward PE of 2.9x 2027 expectations… I’m not captain obvious, but a company growing revenue at a +69% CAGR since 2019 shouldn’t trade at 0.18x P/S with profitability on the horizon, with ~2% margins in 2026.
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Damiano Endrizzi retweetledi
Winners focus on the prize
Losers always focus on the winners
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$OSCR at multi year lows is an incredible opportunity
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Long-term investors love bear markets… here’s why:
$OSCR near $11
$SOFI near $15
$HIMS near $20
$NBIS near $100
$DUOL near $95
$ZETA near $15
When fear takes over, great businesses start trading at prices nobody wanted to believe were possible just a few months earlier.
That is where long-term money gets made.
You do not need a bull market to build wealth.
You need conviction when prices are weak and the patience to let time do the work.
Which one are you buying?
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@MMatters22596 I believe $OSCR, $SOFI, and $ZETA are absolute bargains.
They’re smaller companies than the others mentioned, but they’re showing extraordinary growth.
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Isn't this what we all wanted?
Great companies at cheap valuations?
- $NVDA | 24.2x fwd P/E
- $META | 17x fwd P/E
- $SOFI | 22.9x fwd P/E
- $MSFT | 19.8x fwd P/E
- $AMD | 6.4x fwd P/E
- $CRDO | 21.6x fwd P/E
- $TEAM | 12.5x fwd P/E
- $ZETA | 15.7x fwd P/E
- $OSCR | 12x fwd P/E
- $APP | 22.9x fwd P/E
- $NOW | 24.9x fwd P/E
- $ORCL | 18.7x fwd P/E
- $ADBE | 9.8x fwd P/E
- $MU | 4x fwd P/E
- $SNDK | 7.3x fwd P/E
- $UBER | 19.2x fwd P/E
*fwd P/E for NTM
Which of these are you loading up at current prices?
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@Davincij15 Those who understand $BTC's strength see this period as a great opportunity.
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Fear index at 8.
But:
Long-term holders aren't selling.
ETF inflows just hit $2B.
Hash rate near ATH.
Smart money isn't scared.
It's accumulating.
Are you?
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@TrendingBitcoin $BTC has all the characteristics to be truly unique.
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The more $OSCR and $HIMS get suppressed by the market,
The more I can't wait to buy as much as possible.
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@investingwithac $OSCR's expected growth for next year isn't even factored in yet...
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$OSCR
Dilution risk is being dominated by top-line growth.
Love to see this chart.
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@alc2022 $HIMS platform is ready to capture the majority of the value from peptides.
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The non-linear $HIMS thesis is materialising as I expected.
I believe $HIMS intrinsic value is $2,000/share by 2030.
Peptides are a non-linear wealth creation event and $HIMS has quietly manoeuvred its way into being uniquely positioned to capitalise on it.
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@growthrapidly These moments of fear are opportunities in disguise.
$HIMS at $20 is temporary.
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$HIMS is being treated like it's about to fail tomorrow,
Yet management continues to innovate,
And the business keeps moving forward.
andrewdudum@AndrewDudum
I love days like today because it’s when we get to show how efficiently we can help our customers connect with a provider, find the treatment that is right for them, and get it in their hands. Our first @novonordisk product shipments are heading to homes now! Big thanks to our talented team in Arizona who got the first one out the door this afternoon.
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@alc2022 Peptides will be a game changing catalyst for $HIMS.
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I said $HIMS had 100x potential.
Not for nothing.
Antonio Linares@alc2022
Peptides now feel like neural nets in 2018. The future of healthcare is a personalized digital twin of your proteome. The digital twin reveals the stuff that’s going wrong and the peptides are the buttons you push to fix it.
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