
Matthew Spears
12 posts




















One day, my daughter pointed at my head and said, "Dad, you are going bald." I'd been hiding under hats for months as my crown thinned. My dad went bald early, so I figured that was my path. But I decided to see if I could reverse it, and it worked really, really well: (1/14)







🚨 THE BILLION-DOLLAR OPPORTUNITY FOR $HIMS THAT WALL STREET IS "SLEEPING" ON @davidmaris - six-time #1 ranked pharma analyst, founder of Phalanx Investment Partners 02:56 - Compounded semaglutide pill saga 05:49 - The "steelman" for why Hims launched the pill 07:29 - Novo deal economics 14:29 - MEDVi scandal and wild west of GLP-1s 18:19 - Peptides going mainstream 25:57 - July FDA meeting 31:27 - TRT = billion-dollar opportunity 35:31 - Sleep Sleep Sleep Sleep 37:26 - Friction in getting diagnosed 38:04 - The CPAP supply chain problem 39:17 - How Hims could revolutionize sleep 43:04 - Eucalyptus and going global 46:16 - Cruise engineers (wtf are they building?!) 50:25 - Short interest still out of control 55:05 - Voting control and insider selling 59:46 - Valuation and Q1 warning signs 01:03:48 - Should Hims buy a teletherapy? 01:07:12 - Why Maris is long Hims 🔥 Not financial, legal, or medical advice



