Really well written breakout of $OSCR here, highly recommend for anyone interested or curious to learn more. Very easy to understand in layman’s terms. Nicely done Fundasy!!

The accounts that dedicate themselves to dunking on others…do they ever make any money? Do they outperform SPY? What a horrible way to live your life.

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Ok man 👍

In this comments section, I get mansplained about the stock I’ve owned for 2.5 years. Gotta love social media baby

I say this with respect to all those who follow $HIMS in some capacity: this stock has changed my life. I am eternally grateful for finding this early, being right in my work, in position sizing it meaningfully, and reaping meaningful rewards. Don’t know that there will be a

Hims House To be fair, that’s not a contradiction. Novo Nordisk allowed $HIMS to sell compounded semaglutide, as explained by Andrew Dudum during the last earnings call, but only in cases where it’s really clinically necessary. What they wanted to stop was the "mass" compounding —

I was recently asked what I would need to see from $HIMS to reenter as a long term investment, this is what my wishlist would be: – Management breakout of GLP revenue (compounded vs mass vs oral) vs core revenue – De-escalation from management on the Novo spat and no ire of

$FOUR

$KSI.TO

Q2 2025 portfolio update: Don't look a gift horse in the mouth! Entering the year, I was very excited about my top positions across the board and that optimism has been vindicated in a major way, specifically with $HIMS which has driven the vast majority of my YTD performance.

$ZETA has grown diluted share count higher than gross profit since going public. Even in a most charitable case, 2023 to 2024 grew share count by 18%! Not good. 🚩🚩

Feels like the market is shooting $OSCR in sympathy with Centene and asking questions later, down 19% on 6x avg volume. If anything, you’d think a competitor with underwriting problems and some ACA presence would be a benefit to them. Worth noting too that Oscar targets a younger

It’s fascinating to have grown this account to the point where I have people (even followers) remembering my moves, celebrating the ones that failed, and then commenting about them on any given post I make, even when completely unrelated. It doesn’t bother me at all and in fact,

Spent some time revisiting $DLO today and think I’m finally starting to see what others are in this one. Pretty solid setup