M. V. Cunha @_mvcinvesting
Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor. Lisbon, Portugal Joined April 2018-
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Big day ahead! To be entirely honest, I've never been in a format like this (an in-person interview), so I'm pretty nervous. Wish me luck :)
Big day ahead! To be entirely honest, I've never been in a format like this (an in-person interview), so I'm pretty nervous. Wish me luck :)
Here's the updated chart of $HIMS' percentage of total subscribers with a personalized treatment: 👇🏻 From 29.9% to 56.0% in just one year.
$HIMS' Founder & CEO, Andrew Dudum: "We're pretty clear about what the regulation says regarding semaglutide. The FDA is very clear about the situations in which you can or cannot compound it post-shortage."
$HIMS' Founder & CEO, Andrew Dudum: "My personal goal is to achieve 10M subscribers in the next 5-6 years."
$HIMS' CFO, Yemi Okupe: "We expect margins to start rebounding in Q2 2025."
JUST IN: GLP-1s added $225M in incremental revenue for $HIMS in 2024.
$HIMS has "north of 200,000 weight loss subscribers" — including both the oral solution and GLP-1s.
According to Andrew Dudum, $HIMS will announce its new CTO in the coming week.
$HIMS' marketing expenses as a % of revenue were 46%, down from 51% YoY. 👌🏻
Here are $HIMS' 5 priorities for 2025: 👇🏻
I've covered $RKLB's investment thesis in detail across multiple threads, but today, I’m breaking it down in a concise and straightforward way. Here’s everything you need to know about $RKLB's massive potential — in under 10 minutes: 🧵👇🏻
I've covered $RKLB's investment thesis in detail across multiple threads, but today, I’m breaking it down in a concise and straightforward way. Here’s everything you need to know about $RKLB's massive potential — in under 10 minutes: 🧵👇🏻
A few stocks I would consider accumulating at their current prices: $REAX $HITI $DLO $MELI $NU $TMDX $TEM $TALK A few popular stocks I would absolutely avoid: $MSTR $RGTI $SMCI $PLTR $TSLA $QUBT $MARA $KULR
Fun fact: $RKLB is ranked 1,249th on the list of global companies by market cap, climbing 124 places on Friday alone. Soon to be in the top 1,000! 👀
As you know, I'm a highly concentrated investor. However, I track dozens of stocks, particularly in the small-cap space. Here are 8 companies I don't own, with market caps under $2B, that I believe could perform very well over the next 2 years: 🧵👇🏻
Minh Nguyen @MinhNguyening
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mehran nia @niamehran
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USD_Impact🇺🇸 @Parauralq34851
45 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Merl Dietrich @DietrichMe33737
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Hilmar Backer @supercoool10
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CommodityCycles🇺�... @Lorarmouj645
32 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
blackcloak @snackselsson
46 Followers 118 Following
OptionFlow_TA🇺🇸 @Whirqui278255
41 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
BuyForLife🇺🇸 @Esworxoo963346
61 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
OilTradesNow🇺🇸 @Olariku694971
47 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
ne @ne67311666
0 Followers 126 Following
DarkPoolScans🇺🇸 @Sirmie9803319
37 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Richard Cranium (Rich... @Richard30465508
2 Followers 9 Following
REITsCashflow🇺🇸 @Safau7728677
43 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
MoatsOnly🇺🇸 @Vwalewoon875
27 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Sasha Amiran @Sasha_Amiran
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Johnathon Dickinson @johnathon31917
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Joovier @_Joovierr
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John Cassidy @john_cassid9904
1 Followers 274 Following
M C @DMC_two
12 Followers 27 Following
leon van der put @leonvdput
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rg7803 @rg7803
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Matt @causalt85
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Eric @MaxedEze
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Patricia Adams @PAdams74665
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Jules Lim @JulesLim3
684 Followers 7K Following
DeepValue Capital �... @sW1ZARD
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Just John K @JustJohnKtoday
284 Followers 1K Following My dogs rock! Smile and Laugh. Eat well, lift weights. $btc. May you never fully quench your thirst for growth and knowledge. Go🐊🐊🐊
AG @FIRE_GFY
182 Followers 254 Following
Carlos A. Lopes - Inv... @carlopes_invest
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sebastian Stöcklin @sebastianstoec1
8 Followers 54 Following
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Daniel Walz @Reasonable1225
982 Followers 649 Following
Ajax @AFCA_ZUID1
65 Followers 204 Following
Jon @jonwhung
448 Followers 636 Following Advocating for a Healthy and Sustainable Future | Living with Alk+ Lung Cancer | Long-term Growth Investor
Darth iWalker @efdupdohc
6 Followers 31 Following
Vic Grant @VictheDope
171 Followers 200 Following Always looking for balanced posts (almost impossible).
Alfred Jones @AlfredJ09761007
150 Followers 219 Following
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164 Followers 204 Following
k @ItsAmeKaaay
583 Followers 609 Following Expert on Finance, , Ai, tech!!! also an expert of whatever else trends here every few days. 🕉
Ryan @juicemcgooser
141 Followers 118 Following Custodian of a multi-state commercial real estate portfolio. Investing in equities is my hobby. Jesus is King!
TradeToWin @Chethan2012
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Jonas Holzbrecher @JonasH00722429
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anonymous investor @Hieu52789330
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104 Followers 83 Following
ReginaldJamesThe3rd @The3rdReginald
553 Followers 876 Following Bitcoin shill. Macroeconomic star gazer. Irresponsibly Long in the Satoshi’s. #npub1cwgs87u7euu44g526we3852yd90gx89e8yl4t473mv26c7ftzldqgvp70g
Crypternate @crypternate
31 Followers 147 Following
eponimi @eponimi
152 Followers 228 Following the Tao of investing , heavy on dividends and value/growth
Brad @BradLog54765576
1K Followers 515 Following
Extra Pie @pie_extra
59 Followers 195 Following anything $$, #learner . No investment advise , DYC $ACHR $ONDS $ALLR $OPEN
Erfon_de_vries @Erfon_de_vries
117 Followers 1K Following
Batwan @Road2leave925
20 Followers 144 Following
Joseph @WillyWonkguh
301 Followers 119 Following
Bondsman @ThetaBondsman
631 Followers 667 Following Concentration builds wealth - 3-5 stocks is all you need | Wheel Strategy | https://t.co/GO9A6EnZyx |
Ephemeral C🅰️pit... @japdongsanee
1K Followers 602 Following 🇰🇷🇺🇸 $PLTR since DPO I'm a happy & lucky guy Invest first then investigate
Milk&Honey Capital�... @MilknHoneyCap
6K Followers 297 Following Investor. Money manager(part time for my mom in her basement)Not financial Advice. Long term oriented. Top holdings $nvda $tsla $aapl $hims $btc $bmnr
Alejandro Aza @alejandroazaa
287 Followers 376 Following Contrarian long-term investor | Sharing insights and research
J. M. Galvez @JoseGalp86
115 Followers 130 Following Long term investor | Mechanical engineer working in Aerospace | Love tech companies | $HIMS $NBIS $PLTR $TESLA $ETH $OPEN
Yannis Silnyy @yannis_silnyy
152 Followers 126 Following VC 📈 / Tech 💻 / Sustainability 🌱 / Energy ⚡️ / Science 🧬 / History 🗿
Rixx @Rixx_Richard
44 Followers 279 Following went to some school for electronics, got some kind of degree. i do stuff in Electronics with math.
schard @schard2
40 Followers 170 Following
Urpos @Urpos012
588 Followers 1K Following We must save America from ultraliberal trash. Don’t let the communists and SJW determine our future with “holy PC is always right” BS. Eliminate H1B.
Patrick @Pagi1293
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Richard Bryers @rbryers56
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BryantZH @BryantZh27956
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82 Followers 311 Following Non-typical Buddhist | Expose Buddhism misconceptions | anti-superstitionism | debate across religions | we're at a spiritual war
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joel @BruceLe57833967
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