Andy Salamon

.@davidmaris says sleep is a billion-dollar opportunity for $HIMS and nobody on Wall Street has priced it in: "I haven't seen any sell-side report talk about the sleep opportunity. And to me that's another billion-dollar opportunity for them. I think it's just a home run for them." "[Medical supply companies and sleep centers] argue that you need to have the mask fitted, and they will say, oh, well this machine might be better for you than this other machine. And to me it's all BS. 98% of it's BS." "Because they're getting another fee for this. You don't know what payments they're getting on the backend for saying this machine's better than that machine. There's no transparency." "If $HIMS is interested in helping patients and making this transparent, they would say, look, we have these two machines, these three machines, five machines, whatever. We're gonna sell it to you at cost plus, we're gonna deliver it to your house." "You don't have to go anywhere. So you've taken away all this friction and you're also getting an older patient. It's another great patient pool. So I think this is a great way to revolutionize the sleep area."

Latest photos from Yale. No. 1, no. 7, no. 2, no. 3. @MidlandTurf @tullfescue @yaledailynews @lbt3um

"How do you how do you transform these illiquids to liquid products, but in a way that is low fee and helps deal with that negative selection bias problem?" Don't miss @BobEUnlimited on The @MebFaber Show tomorrow