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Trav
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Trav
@hypergrowth102
Picking stocks at small cap stage for potential 100x. Medical field. Subscribe for $1.
California, USA Katılım Ekim 2012
1.9K Takip Edilen15.1K Takipçiler

#TuesdayThoughts Israel really runs on three things: hummus, innovation, and chutzpah 🇮🇱😌
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@JojoBzzre77 @kylekuzma Biotech is definitely the most underrated industry right now
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@hypergrowth102 I answered your questions in good faith because I'm actually curious to hear your side on this.
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@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
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@hypergrowth102 Yes I believe they did wakeboard off the back of the Santa Maria.
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@TheDrugMoney I’m sure that’s how Christopher Columbus arrived to the US.
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@JackPrescottX Ya. Bro looks like he’s on every steroid cocktail known to man though 😂. What app are you watching on?
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@hypergrowth102 According to the company “FDA-approved compounds only, prescribed by licensed physicians and monitored the whole way through.” for their athletes. Excited to watch the games today 👀
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$ENHA My initial impression on Enhanced Group Inc aka The Enhanced Games is that it’s a telehealth platform disguised as a “steroid Olympics” (for lack of a better term). The events are designed for clipping and virality, as they’re under a minute. Genius marketing IMO.
This type of “Enhanced” games/product offering is very much in the current zeitgeist. A good example is the looksmaxxing culture started by Clavicular. It’s a meme, but it’s also a serious thing. For better or worse, people are actively trying to optimize their looks. Optimizing performance is on the same wavelength imo. Except optimized performance also gives us the opportunity of these “Enhanced games”, which will surely provide a lot of entertainment. Especially if as many records are broken as people anticipate… which again, is great marketing and would probably drive sales on the telehealth side.
This feels zero to one in a way. Telehealth is nothing new, but this type of Olympics is surely unique and original. So unique I can’t imagine anyone copying it.. they’d look like a total fraud. I understand how it can be compared to early UFC days… something unique and new. This is born in the era of internet virality however, and may catch on much faster. Feels like it has the potential to become big one day as entertainment, which would drive sales for telehealth.
Anyway, I’m staying away from it right now as an investment. I’m locked in on pltr and ABCL. This company doesn’t fit within my normal framework, but sure is interesting to me. If I interpreted the S-1 correctly, they have around $25M in cash and lost close to $27M from operations in 2025. But they weren’t actually hosting these games yet or anything as far as I understand, so with these game events occurring over the weekend, it looks like they’re officially kicking things off. I’m interested to see the numbers printed on their first 10-Q as a public company. ~$650M market cap currently. Feels like it has some sort of cult stock potential so idk how much more it could drop, but it’ll be interesting to watch. I believe Thiel is also involved too in some way, which is always a plus.
Anyway, I ripped this off the cuff. Do your own DD. TL;DR I think this is an interesting company but I’m not touching it right now. Although it doesn’t fit within my framework at all, this is such a bizarre and unique type of business I’d be interested in throwing some money at it for fun if I felt the price was right. Kind of like a VC style approach. I’ll keep track of this one lightly from a financial/investment standpoint. I won’t be posting about this ongoing, really. Just wanted to throw my thoughts out there this one time.
Regardless of the investment opportunity, this should be exciting and fun to watch for entertainment.
Thanks for listening to my rambling.
vittorio@IterIntellectus
man, i'm so excited for this
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@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
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@hypergrowth102 Why splitting up in the first place ?
Why not build an App where you choose after installing, HIMS or HERS ? One App for all ?
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@_MarketBehavior Yes sir. That’s how I approach investing. I’ve never thought I was too smart not to follow Buffett, Munger, Pabrai, or Thiels investing strategies.
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@hypergrowth102 🎯
2) Plus acknowledge that there is people way more intelligent and capable than you, and you can leverage that.
In my case, the way I have built my success in different areas.
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