Framework Investment
@frameworkwisely
🇨🇦♀️ Investing with A³S³H framework. High-quality growth stocks that're at inflection point, within mega-trend, under-valued with a wide-moat. $HIMS $SE $NBIS
ID: 1349804087823527938
14-01-2021 19:42:47
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I trust andrewdudum here. Sorry Team Novo Nordisk . $HIMS, the largest telemedicine player, is taking market share from $NVO and $LLY. $NVO has struggled in the past 2 years and likely resents $HIMS. Based on the $HIMS earning calls before, CEO mentioned that $HIMS's compounded