Strive Research @StriveAnalytics

➡️ L/S. Fundamental + Quantitative. Hyper-concentrated portfolio with high conviction investments only. Looking for multi-baggers and/or asymmetrical bets. strive-research.com/articles/ Joined May 2017

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Strive Research @StriveAnalytics

a month ago

$UNH is such an obvious trade/investment right now.

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Strive Research @StriveAnalytics

4 years ago

$HIMS $1B valuation after only ~4 years ✅️ Founder-led & ex-VC ✅️ 9.65% stake ✅️ Bought more shares rcntly ✅️ Very strong growth ✅️ Healthy balance sheet ✅️ The CEO is focused on growing the biz agressively. "$20B is a great target, I think we can go above [...]"

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Strive Research @StriveAnalytics

3 years ago

Summary and thoughts about $HIMS 22Q4 earnings reports.

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Todd Wenning @ToddWenning

3 years ago

Bernstein chart showing the starting P/S cohorts for subsequent 5- and 10-year 10-baggers.

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Strive Research @StriveAnalytics

3 years ago

If you want to lose money, you should definitely act on analysts "forecasts". $HIMS is up 27%+ since last Piper Sandler downgrade...

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Richard Chu @richard_chu97

4 years ago

Valuation Scatterplot Update: Points are color-coded based on % down from 52-week highs (see legend) $STNE: -85% $PTON: -82% $UPST: -77% $TDOC: -76% $PLTR: -70% $ROKU: -68% $MTTR: -63% $SE: -60% $GDRX: -59% $NET: -58% $TWLO: -57% $SOFI: -53% $SHOP: -47% $CRWD: -44% $DDOG: -32%

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We are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA.

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