Often what seems like a small risk, turns out to be a really big risk and what looks like a really big risk often turns out to be just a detail.

$HIMS just got torched by Big Pharma. $NVO Novo Nordisk pulled the plug, called them knock-off peddlers, and claimed lives are at risk. But this isn’t just drama. It’s the strategy behind disruption. I just published a new deep dive. No fluff. All signal. Read it here. 👇

Great analysis here. I have another thought experiment for bears to ponder...and a mental model for them to explore. Do you honestly think that andrewdudum and his entire team of experts in a multibillion dollar company haven't thought through every possible contingency? Have

A very good article to $HIMS x.com/FromValue/stat…

$DDOG is one of my highest conviction positions. I loaded up between Feb and April when the stock looked mispriced. The company crushed it in Q1 with: • 25% revenue growth • 120% net retention • $4.4B in cash. But I won't be adding to my position... Here's why: 🧵

Fantastic commentary on the Hims & Hers news. Only aspect I would add is that Novo mentioned Him’s Chinese API supplier, which is the same one utilized by Novo Nordisk

As From Growth To Value pointed out in his latest article on $HIMS, disruptors are often controversial in the very beginning. Examples are 1. $META Facebook 2. $Uber (was even doing illegal operations in the beginning) 3. $AMZN 4. Crypto, now stablecoin and $COIN is becoming mainstream.

Good thread. 👍 Just 1 remark: $NVO denied that it sourced IPA from Denmark and the US only. But still a ton of value here.👇