🚨 $HIMS JUST DROPPED NEW DATA ABOUT ITS WEIGHT LOSS PROGRAM 800k total weight loss subs since the launch of the category 75% still on treatment plans after 6 months vs. 20% real-world GLP-1 adherence rate (not an apples-to-apples comparison, which Hims notes) Only 10.3% of

Today, $NVO Novo Nordisk reported earnings and they disappointed a lot. Sharp guidance cut, CEO ousted and cited competitive pressure from successful $LLY Zepbound and, check this - rapid expansion of compounded GLP-1 drugs in the U.S. market as main factors of their troubles.

A blip of weakness is exactly what I was waiting for with $SPOT to continue building up my position and today, we got it. Long-term, I don't see any structural issues - margins continue to expand, engagement and retention remains strong and userbase continues to grow,

Once again great earnings from $BKNG. For me this one is in the easy hold basket with the likes of $MELI. Just constant beats every quarter. You almost barely have to check on their fundamentals, they are just such a well oiled machines!

Back is January, Microsoft’s CEO Satya Nadella told me: "All I know is, I'm good for my $80 billion." Well, he just upped the ante this afternoon. He is now “good for” $120 billion.

There's only one sheriff in town - $HIMS Others don't even come close. Long ways to go, still.

A Model Y Robotaxi would generate ~$6k/month in revenue with a ~$800/month financing payment if it drove as much as a typical full-time rideshare driver and charged this much per mile. ~$1.5/mi ~ 4k mi/month ~ $45k (+$8k FSD) purchase price (Long Range RWD) - 120k mi warranty

I’m absolutely blown away by $MSFT report. Once you think A LOT is being priced in and valuation is steep, the market can prove you wrong just like that… But honestly, these were S+ earnings. Azure with almost 40% growth? You’re kidding me… CapEx budget up from $80B in January

Cloud Giants Update: AWS (Amazon): $123B run rate growing 17% YoY (last Q grew 17%) Azure (Microsoft): ~$86B run rate (estimate) growing 39% YoY (last Q grew 35%) Google Cloud (includes GSuite): $54B run rate growing 32% YoY (last Q grew 28%, neither are cc)

Portfolio update - July 2025 With the earnings season in full swing, we are catching up to portfolio ATHs and in continuation of outperformance of major indices. Much of the outperformance could be attributed to my largest holding - $HIMS making a nice comeback with 38% gain on

🚨 $HIMS CEO ANDREW DUDUM: EXPANDING INTO LAB TESTING ALLOWS FOR AN AMAZON PRIME-LIKE OR COSTCO-LIKE HEALTH CARE MEMBERSHIP

It was a good morning 😎

Just went through the $HIMS results and earnings call... I'll be completely honest this wasn't the strongest earnings posted by Hims, quite the opposite, short-term weakness caused by the uncertainty around GLPs and Novo partnership that fell apart during the same quarter. I see

$DUOL turns out as usual with this name, the fluff and couple of angry commenters on socials “boycotting” the company for CEO’s comment that was largely misunderstood was all just a noise. Long and strong this name. Also congrats to Joseph Carlson on great entry!

This month’s add went into $MELI. I continue to like the results and valuation.

Added more $INPST and $MELI

Spotify $SPOT has started rolling out lossless audio to Premium users, offering up to 24-bit/44.1 kHz FLAC streaming. Available on mobile, desktop, tablet, and Spotify Connect devices, with Sonos and Amazon support coming next month. Users must enable it in settings and use

It's been a while...

Because the EU is a good thing if it'd be democratic The US is also a federal union of states and seems to work fine Europe is much better if it's not fragmented in lots of separate countries There's little difference between me a Dutch person or German or Spanish in modern