@OddityOddballs Avatar @OddityOddballs Oddity Oddballs

Oddity Oddballs posts on X about $odd, il makiage, $hims, products the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 81.82% finance 20.91% social networks 5.45% technology brands 5.45% luxury brands 2.73% cryptocurrencies 2.73% financial services 0.91% automotive brands 0.91% travel destinations 0.91%

Social topic influence $odd #2, il makiage 21.82%, $hims #101, products 11.82%, odd 11.82%, skin 9.09%, $lmnd 8.18%, $odds 7.27%, acquisition 4.55%, the first 4.55%

Top accounts mentioned or mentioned by @jakebrowatzke @incomearca9csr @audittheherd @getmethodiq @mufasa_capital @sergeycyw @investingbygenz @ilmakiage @cmdarnton0 @alc2022 @btdenominator @montanamatos @bjmtweets @bastianellilore @markmahaney @mufasacapital @wearycenturion @moneyflowinvest @markgadala @amitisinvesting

Top assets mentioned ODDITY Tech Ltd (ODD) Hims & Hers Health, Inc. (HIMS) Lemonade, Inc. (LMND) Duolingo, Inc. (DUOL) Palantir Technologies Inc. (PLTR) Shopify Inc (SHOP) ELYSIA (EL) Wise (WISE) Netflix Inc (NFLX) Goldman Sachs (GS) Morgan Stanley (MS) Axon Enterprise, Inc. (AXON) Tesla, Inc. (TSLA) UiPath, Inc. (PATH) Amazon.com, Inc. (AMZN) The Root Network (ROOT)

Top Social Posts

Top posts by engagements in the last [--] hours

"$ODD enjoys underappreciated first-mover advantages the primary of which is that they have been able to acquire [--] million users at a time when user acquisition costs were far lower than they are today. Any newcomer would struggle to achieve positive unit economics with today's Insta ad prices. $ODD can be much more targeted with its ads as they've already built up user profiles for [--] million users and know their propensity to click propensity to try propensity to change habits category interest unmet user painpoints etc"
X Link 2026-02-12T19:34Z [---] followers, [---] engagements

"Este Lauder ($EL) and Giorgio Armani the two closest competitors to Il Makiage in foundation both changed the formulations for their foundations (Double Wear and Luminous Silk) in [----]. This is the first time they did so since the late 1990s. Very $ODD"
X Link 2026-02-09T10:27Z [---] followers, [---] engagements

"$ODD founder and CEO Oran Holtzman on why growth isn't slowing down with scale. (Q1 2024)"
X Link 2026-02-11T01:27Z [---] followers, [---] engagements

"Truly EXCEPTIONAL companies exude quality in everything they do especially in their visual brand identity. $ODD $HIMS $PLTR $DUOL and $WISE are all great examples of this"
X Link 2026-02-13T11:13Z [---] followers, [---] engagements

"$ODD is a severely misunderstood technology company the likes of which I haven't seen since $HIMS at $7 in [----] and Lemonade at $17 in [----]. Here is why $ODD is my highest conviction stock for [----] and beyond "
X Link 2026-01-16T09:46Z [---] followers, [----] engagements

"$ODD has an incredible track record of successfully launching and scaling new brands in the beauty and wellness space. Il Makiage a make-up and skincare brand was launched online in the US in [----] and has quickly become the largest independent DTC beauty brand in the world by revenue. This is despite the brand fighting with one hand behind its back as it operates primarily in the US while peers typically get 2/3rd of their revenue internationally. SpoiledChild a wellness brand focused on beauty-from-within-products (e.g. collagen drinks) was launched in [----] and has likely already become the"
X Link 2026-01-16T09:46Z [---] followers, [---] engagements

"So how did $ODD catch lightning in a bottle twice with Il Makiage and SpoiledChild 1) A technology-first approach 2) High talent density 3) Supportive industry tailwinds $ODD uses a custom-built DTC technology platform to optimize conversion and retention across the customer journey. Only companies like $HIMS and $LMND rival $ODD in this aspect. In the beauty & wellness space $ODD is by far the most tech-forward company. $ODD has an incredible track-record of launching innovative new products which are marketed with innovative brand messaging to help them stand out from the crowd. $ODD enjoys"
X Link 2026-01-16T09:46Z [---] followers, [---] engagements

"Why Methodiq by $ODD will become the world's best dermatologist and beat $HIMS (despite being late to the party) "
X Link 2026-01-16T10:19Z [---] followers, [---] engagements

"60 million existing users: Through Il Makiage and SpoiledChild Methodiq has access to profiles and contact details of tens of millions of existing users half of whom have reported the types of skin issues that Methodiq is treating. Methodiq can easily use this data to find customers at a lower cost than competitors. For example heavy users of foundation and concealer are likely covering issues like acne and hyperpigmentation. These customers can then be shown ads on places like Instagram. https://twitter.com/i/web/status/2012107563542979062 https://twitter.com/i/web/status/2012107563542979062"
X Link 2026-01-16T10:20Z [---] followers, [--] engagements

"$ODD will easily beat its long-term 20% growth target for [----] forcing the market to re-rate the company. [--]. Management has committed to Il Makiage doing $1b in revenue in [----]. In [----] it will reach $580m (full year guidance - $225 contribution from SpoiledChild). This implies a 20% CAGR over the next three years and about $700m in [----]. [--]. SpoiledChild is growing at around 50% in [----] to $225m. It is hard to see why they wouldn't cross $300m in [----] growing a third. [--]. Methodiq is expected by management to grow more than SpoiledChild in its first year in [----] which was $25m. $ODD has become"
X Link 2026-01-16T20:01Z [---] followers, [---] engagements

"$HIMS has talked about becoming the $NFLX of healthcare as it starts developing its own medical 'content'. But $ODD is actually already doing it. Here is $ODD's current exclusive content library: 1) Il Makiage - LONG*R LASH uses ProCelinyl for growth in lashes (see image) 2) SpoiledChild - H30 Fibroquin Advanced Firming Eye Cream uses Fibroquin to boost skin elasticity 3) Methodiq - Melanex [---] uses ODDL1007 to reduce dark spots 4) Methodiq - Zeralaq uses ODDL103 to reduce papular scarring in acne patients Announced but not released: 5) Methodiq - Unknown active ingredients for eczema to be"
X Link 2026-01-17T10:48Z [---] followers, [---] engagements

"$ODD bears (I prefer 'trolls' given how allergic they seem to beauty) like to cherry pick negative reviews. But Il Makiage and SpoiledChild consistently get better reviews than $HIMS and $LMND"
X Link 2026-01-17T21:08Z [---] followers, [---] engagements

"Il Makiage: Reviewers had a great experience with this company. Customers appreciate the high quality and effectiveness of the products highlighting their ability to match skin tones perfectly. Consumers also find the products deliver on their promises providing a youthful glow and smooth skin. People are particularly impressed with the user-friendly website and the ease of placing orders. The company's customer service receives high praise with reviewers noting the team's responsiveness kindness and professionalism in resolving issues. Consumers value the clear communication and the"
X Link 2026-01-17T21:13Z [---] followers, [--] engagements

"Why did Bernard Arnault the world's richest man in [----] invest in $ODD all the way back in [----] What did he see"
X Link 2026-01-18T03:18Z [---] followers, [---] engagements

"https://www.bfkn.com/newsroom/news/i-L-i-Catterton-Invests-29-Million-in-Israeli-Cosmetics-Brand-Il-Makiage#::text=ServicesRelated%20People-OverviewL%20Catterton%20in%20this%20transaction https://www.bfkn.com/newsroom/news/i-L-i-Catterton-Invests-29-Million-in-Israeli-Cosmetics-Brand-Il-Makiage#::text=ServicesRelated%20People-OverviewL%20Catterton%20in%20this%20transaction"
X Link 2026-01-18T03:18Z [---] followers, [--] engagements

"$ODD could be the cheapest company on this graph if it were added. I expect a Rule of [--] score close to [--] comprising 20% EBITDA margins and 30% revenue growth. Based on that EV/sales ratio should be 4-5x higher. Thanks for these graphs @SergeyCYW"
X Link 2026-01-18T18:45Z [---] followers, [---] engagements

"Will $HIMS the boner pill company be disrupted by $ODD making all the women hot"
X Link 2026-01-18T18:58Z [---] followers, [---] engagements

"$ODD is taking inspiration from $DUOL for its dermatology app. Real recognizes real"
X Link 2026-01-18T19:01Z [---] followers, [---] engagements

"People talk about peptides being a tailwind for $HIMS yet $ODD owns it's own lab for molecule discovery with a [---] dedicated researchers. So far they've already discovered nearly a dozen molecules including ProCelinyl for hair growth which has benefits over Minoxidil and Finasteride which directly threatens $HIMS' hair business. Watch for ProCelinyl to be offered within Methodiq or as a new hair loss brand. More molecules in the link below. https://twitter.com/i/web/status/2012970501971595290 https://twitter.com/i/web/status/2012970501971595290"
X Link 2026-01-18T19:29Z [---] followers, [---] engagements

"While everyone else is competing for consumer attention around the Christmas shopping season including through brand-dilutive discounting Il Makiage by $ODD waits until Q1 when CAC are lower. They do this every year. Great example of iconoclastic behavior by CEO Oran Holtzman"
X Link 2026-01-18T21:57Z [---] followers, [---] engagements

"$ODD CEO Oran Holtzman is the highest IQ CEO in the beauty industry. End of message"
X Link 2026-01-18T23:45Z [---] followers, [---] engagements

"I'm going to use the Il Makiage brow serum on one side of my face until people start commenting on it. #scuttlebutt"
X Link 2026-01-19T03:16Z [---] followers, [---] engagements

"Why does Oran Holtzman founder and CEO of $ODD limit revenue growth to 20% while other DTC companies like $HIMS try to grow as fast as possible. $ODD has a highly unconventional approach to managing its business that can be confusing to investors. $ODD's so-called 'algorithm' is for 20% revenue growth at 20% EBITDA margins. These aren't targets either they are limits. When margins get too high they spend more when revenue grows too fast they limit growth. Why do this Why not grow at maximum capacity or let margins climb up https://twitter.com/i/web/status/2013322320442757168"
X Link 2026-01-19T18:47Z [---] followers, [----] engagements

"1) The first reason is that they can. $ODD operates in a structurally different category than $HIMS and $HFG. When a new category within health or food is brought DTC there is a race to capture the market. In the case of $HFG with meal kits and ready-to-eat meals it had to build scale to lower food purchasing costs get manufacturing efficiencies and lower delivery costs from network density. Scale is the moat so you have to run as fast as you can. With $HIMS it's a similar story. $HIMS is a demand aggregator for as many health categories as possible because like Amazon for ecommerce once you"
X Link 2026-01-19T18:47Z [---] followers, [---] engagements

"2) Growing too fast has brand perception downsides. If $ODD would always spend every last dollar they could find on advertising their products they would risk people becoming desensitized to the ads. The efficiency of an ad (for a specific ad or for ads within the same brand) goes down the more often people see it. They get tired of it. The opportunity pool depletes faster than it needs to. https://twitter.com/i/web/status/2013322578203681073 https://twitter.com/i/web/status/2013322578203681073"
X Link 2026-01-19T18:48Z [---] followers, [---] engagements

"3) Growing slower has brand perception upsides. The beauty industry is filled with flash-in-the-pan-brands and this makes women skeptical. If $ODD shows a certain ad 10x to a consumer in one month they get tired of it as described above. But if they show it once a month for ten months the brand 'proves itself' by having demonstrated staying power. https://twitter.com/i/web/status/2013322791702143109 https://twitter.com/i/web/status/2013322791702143109"
X Link 2026-01-19T18:48Z [---] followers, [---] engagements

"How big can ProCelinyl get in [----] ProCelinyl is a hair growth molecule that was developed by biotech Revela before being acquired by $ODD in [----]. ProCelinyl is highly appealing for reducing hair loss (medical application) or for stimulating hair growth (cosmetic application). Instead of blocking DHT (like finasteride) or increasing blood flow (like minoxidil) ProCelinyl strengthens the follicles to overcome growth issues. Currently ProCelinyl is only used in two Il Makiage products: LONGR LASH and LONGR BROW. But can ProCelinyl be used more broadly in $ODD products Current applications"
X Link 2026-01-19T20:15Z [---] followers, [---] engagements

"I had the same reaction the first three times I started looking into $ODD. It seems like a lot of buzzwords and excessive visuals. But then I started listening to the calls and it took me about [--] minutes to realize this is an absolute GEM (covered in foundation). Got all [--] of our kids accounts set up with Schwab. My sons are really into it. My daughter is very frugal and has been hesitant. Mentioned to her I'd been hearing about $ODD on here and that we should do some DD. [--] seconds on their website and we crossed that idea off her list 🤦🏽 https://t.co/jmBkXYuBYf Got all [--] of our kids"
X Link 2026-01-19T22:07Z [---] followers, [---] engagements

"Prices for Il Makiage's flagship foundation have gone up from $44 in [----] when it first launched in the US to . Checks notes . $45 in [----]. Other prestige foundations from Este Lauder's Armani and Nars have all gone up from the mid-$40s to the low- to mid-$50s. Potential explanations: 1) $ODD's pricing power is weak 2) $ODD is playing the long game 3) $ODD is using its foundation as a wedge into consumer wallets while keeping the rest of its prices more in line with the market Customer satisfaction with the product is very high so pricing power is likely not an issue. The third explanation"
X Link 2026-01-20T11:51Z [---] followers, [---] engagements

"$ODD Il Makiage foundation is the world's most reviewed foundation"
X Link 2026-01-20T19:17Z [---] followers, [----] engagements

"Somewhere out there $ODD has a website up for brand [--] which they're currently testing. Who can how find this for me As a finder's fee I will send you two bottles of SpoiledChild E27 Extra Strength Liquid Collagen in a flavor of your choice"
X Link 2026-01-20T20:06Z [---] followers, [---] engagements

"I've gone through all [----] LinkedIn profiles of $ODD employees. These are my observations: [--]. Talent density at $ODD is the highest I have ever seen. Within the groups that design and run new products around 60% have previously worked at an elite consultancy firm (McKinsey BCG or Bain) or a bulge bracket investment bank (Goldman Sachs JP Morgan Morgan Stanley UBS Barclays Citi Bank of America). I'm not even counting highly prestigious second-tier consultancies like the Big [--] accounting firms or middle-market investment banks. These past experiences should hint at several things: strong"
X Link 2026-01-21T10:37Z [---] followers, [---] engagements

"2. $ODD is investing HEAVILY into new growth initiatives that are currently not yet contributing ANY revenue. I counted nearly [---] people who are confirmed to be working on Methodiq Brand [--] New Ventures or Oddity Labs. These are the people that are listed under the people pages for Methodiq or Oddity Labs or people who are listed under the people page for Oddity but on their profiles explicitly mentioned they were working for one of these [--] units. And it's not as if the remaining profiles all said Il Makiage or Spoiled Child. I actually saw very little mention of those brands. So there is a"
X Link 2026-01-21T10:37Z [---] followers, [---] engagements

"3. The New Ventures unit which only lists [--] people explicitly seems to be the elite among the elite. If $ODD employees are navy seals of the corporate world New Ventures seem to be its US special forces. These people carry more senior titles (senior manager director) and have been with the company longer. My impression is that this group explores and conceptualizes new brands including design brand messaging and basic technology development. As a new brand gets ready to be launched and scaled product- and marketing managers are brought in. For example two thirds of the people that are"
X Link 2026-01-21T10:37Z [---] followers, [---] engagements

"The first sentence in $ODD's job requirements: "At least 2-3 years of full-time experience in consulting investment banking venture capital private equity high-growth start-up or SIMILAR HIGH-INTENSITY ROLE" That's some way to set the bar for talent. https://twitter.com/i/web/status/2014261494167581055 https://twitter.com/i/web/status/2014261494167581055"
X Link 2026-01-22T08:58Z [---] followers, [---] engagements

"$ODD job ad for Brand [--] mentions 'shade'-based products within the 'complexion' team. Potential categories: [--]. Skin tint. This is essentially very light foundation as opposed to Il Makiage's full coverage. Applied like skin care. Popular under younger generation. [--]. Sunscreen. This prevents skin ageing but often looks too white. Shaded products exist but having this with a broad range of skin tones would be a good innovation and fitting with why Oran has refused to comment anything on the brand citing competitive reasons. This is also an area where Oddity Labs could deliver a lot of"
X Link 2026-01-22T10:36Z [---] followers, [---] engagements

"$ODD has [--] employees listed for SpoiledChild which is expected to generate $225m in [----]. I counted [--] $ODD employees that have confirmed they're working for Methodiq. There are likely more that haven't confirmed it. $ODD has BIG PLANS for Methodiq. Watch out $HIMS"
X Link 2026-01-22T19:35Z [---] followers, [---] engagements

"Why $ODD launching a daily sunscreen for Brand [--] makes sense: [--]. Unmet consumers need. Consumers increasingly want to use sunscreen because it prevents aging while anti-wrinkle creams just manages existing wrinkles and foundation just covers them up. The painpoints sit in the compromise between pleasant daily usage and effective protection. Existing daily skin creams offer limited sun protection. Existing sunscreens aren't pleasant for daily usage because they're too white (it looks like frosting on a cake) don't provide other benefits from traditional skin creams and stain clothes. [--]. $ODD"
X Link 2026-01-22T20:57Z [---] followers, [---] engagements

"I bought $LMND at $17 in mid-2024 after an hour of research. It was immediately obvious to me both why it would work and why the market was skeptical. It was a visceral decision. I haven't had this kind of feeling until I started looking into $ODD this year"
X Link 2026-01-22T21:08Z [---] followers, [---] engagements

"Why L'Oreal's $15b in annual marketing spending is worthless online against Il Makiage: . . Because L'Oreal sells its products through physical retail stores that take a 50% cut thereby utterly demolishing the return on ad spend. Thanks for coming to my TED talk"
X Link 2026-01-23T08:06Z [---] followers, [---] engagements

"So how serious is $ODD about Brand [--] Serious enough to have their previous CFO (and basically a co-founder) run it"
X Link 2026-01-23T12:03Z [---] followers, [----] engagements

"I love when management teams show a deep and accurate understanding of the main challenges they need to solve. Great example here from $ODD CFO Lindsay Drucker Mann: "As an online-only business we can't afford to have product that people aren't obsessed with and love. And the reason is because for an online-only business you must have repeat in order to generate LTV and in order to make the unit economics work. If you're a brick-and-mortar business you have the luxury of relying on traffic and impulse buys. That's not the case for us. So we really have to make sure our product is the best."
X Link 2026-01-23T14:40Z [---] followers, [---] engagements

"$ODD is technically building foundation models. AI stock multiple wen"
X Link 2026-01-23T21:54Z [---] followers, [---] engagements

"The ultra-wealthy have access to cosmetic dermatologists that help them optimize their beauty in ways that most people can't. (Hence the saying "You're not ugly you're just poor".) $ODD can change this. $ODD can use its unique hyperspectral capabilities to put an AI cosmetic dermatologist in everyone's pocket. $ODD is currently using these hyperspectral capabilities in @getmethodiq for medical dermatology. Hyperspectral imaging detects light from different wavelengths than RGB light which allows it to detect things like a skin's oiliness melanin and collagen. $ODD has spent $100m in learning"
X Link 2026-01-24T11:14Z [---] followers, [---] engagements

"If physical beauty retailers did a good job helping people find what they need then beauty wouldn't be a top category on instagram YouTube and TikTok. The entire beauty market is up for grabs for $ODD to bring online"
X Link 2026-01-24T19:22Z [---] followers, [---] engagements

"The fertility rate is down because of make-up minimalism under Millennials with their non-sense 'natural' looks. Who wants to reproduce with someone who looks like they washed in a creek this morning Put in some effort Looksmax Be superhuman $ODD"
X Link 2026-01-24T20:17Z [---] followers, [---] engagements

"Update: I shouldn't have drank my whole bottle of SpoiledChild E27 in one go. $ODD"
X Link 2026-01-25T01:15Z [---] followers, [---] engagements

"$ODD seems to have released its first SpoiledChild product with a molecule discovered through Oddity Labs. M28 MicroSculpt Firming & Plumping Cream is powered by ODDL1204 a proprietary ingredient that is 2X more effective than retinol"
X Link 2026-01-26T02:28Z [---] followers, [---] engagements

"$ODD's current exclusive content library (following the release of M28 - pictured): Available from Revela acquisition: 1) Il Makiage - LONGR LASH uses ProCelinyl for growth in lashes 2) Il Makiage - LONGR BROW serum uses ProCelinyl for growth in brows 3) SpoiledChild - H30 Fibroquin Advanced Firming Eye Cream uses Fibroquin to boost skin elasticity Available from Oddity Labs: 4) Methodiq - Melanex [---] uses ODDL1007 to reduce dark spots (released in 2025) 5) Methodiq - Zeralaq uses ODDL103 to reduce papular scarring in acne patients (released in 2025) 6) SpoiledChild - M28 MicroSculpt"
X Link 2026-01-26T02:51Z [---] followers, [---] engagements

"@investingbyGenZ $ODD grew 25% over each of the past years but you can't really see that in these search trends. Maybe search is moving to LLMs"
X Link 2026-01-26T19:56Z [---] followers, [---] engagements

"The most reviewed product from @getmethodiq by $ODD is Skinshield (2x the reviews of the number two most reviewed product) which is the brand's medical-grade foundation. Foundation was also what set $ODD on the map with @ilmakiage. A lot of the product IP will always need to be built from scratch but with scale $ODD will also increasingly be able to re-use product IP across brands. https://twitter.com/i/web/status/2016056617834578070 https://twitter.com/i/web/status/2016056617834578070"
X Link 2026-01-27T07:52Z [---] followers, [---] engagements

"$ODD has so far released three proprietary molecules developed through Oddity Labs: ODDL1007 (reduce dark spots) ODDL103 (reduce papular scarring) ODDL1204 (retinol replacement) What's with the boring names When Oddity Labs was still independent as Ravela they came up with cool names like ProCelinyl (grow hair) and Fibroquin (tighten skin). Options: A) Everyone does exciting names and they've lost impact. A scientific-sounding test number plays towards the trend of low-marketing / high-efficacy products B) $ODD is trying to build a brand for Oddity itself C) They haven't gotten around to"
X Link 2026-01-27T08:31Z [---] followers, 10.4K engagements

"Interesting to see much $ODD iterates on its product formulations. Methodiq's proprietary hyperpigmentation molecule in Melanox [---] is called ODDL1007. In this video from November the model was using Melanox [---] with ODDL1809 which isn't available today. They also swapped some other secondary ingredients. https://twitter.com/i/web/status/2016216268010135643 https://twitter.com/i/web/status/2016216268010135643"
X Link 2026-01-27T18:26Z [---] followers, [---] engagements

"@getmethodiq @ilmakiage Hadn't noticed this before but aside from the hero products of Il Makiage (foundation and concealer) Methodiq is also selling the hero product of SpoiledChild collagen drinks"
X Link 2026-01-27T18:44Z [---] followers, [---] engagements

"10 ways in which $ODD is a better stock than $HIMS (I own both). 1) $HIMS products are inherently more commoditized. Although $HIMS does some personalization to try to mitigate this beauty products are inherently far more personal as they have to match a person's unique attributes and preferences. 2) This leads to $ODD having fewer direct competitors. $ODD is counter-positioned against legacy beauty companies. New DTC beauty companies lack the technology and scale to build a sustainable brand online. $HIMS needs to compete with dozens of companies that are all selling the same products."
X Link 2026-01-28T09:37Z [---] followers, [----] engagements

"10 ways in which $ODD and $LMND are oddly similar (I have owned both) 1) Oddly similar history. Both companies were founded within a year of each other by a duo of Israelis (Daniel Schreiber / Shai Wininger Oran Holtzman / Shiran Holtzman-Erel). Both companies started in the US in 'New York' (Lemonade started with renters insurance in the state Il Makiage is fully called Il Makiage New York). Both companies initially targeted underpenetrated markets (renter's insurance foundation). 2) Both companies cut out middle men fees from legacy distribution channels (15% broker commissions for $LMND"
X Link 2026-01-29T10:26Z [---] followers, [----] engagements

"Why @markmahaney likes $ODD Mahaney one of Wallstreet's top internet analysts and one of the analysts covering $ODD gives [--] timeless stock-picking lessons in his excellent [----] book 'Nothing but Net'. Let's apply them to $ODD and see why he likes the stock. 1) Fundamentals move stocks. For tech stocks the fundamental that matters most is revenue revenue revenue. Look for companies that consistently grow revenue 20% or more (Mahaney calls this 'premium revenue growth') - 20% revenue growth is explicitly $ODD's management's goal and it has achieved this without fail since going public. ✅ 2)"
X Link 2026-01-31T09:58Z [---] followers, [---] engagements

"$ODD continues its search for the Fountain of Youth. [--] new roles to discover & develop novel molecules including peptides and proteins for anti-ageing"
X Link 2026-01-31T19:57Z [---] followers, [---] engagements

"How $ODD built an Innovation Stack to unlock beauty online. When $ODD launched Il Makiage in the US in [----] as an online only brand the consensus at the time was that beauty didn't work online. Some categories naturally are more or less conducive to online. Books are great because they don't have a shelf life they're relatively cheap to ship there is tremendous value in having a wide range and crucially people know from the product description whether they want to buy it. These attributes are why Jeff Bezos chose books as the first product category for $AMZN. (See video) Beauty has some of"
X Link 2026-02-01T22:24Z [---] followers, [---] engagements

"$ODD would be the cheapest company on this list. 25-30% revenue growth at a forward EV / Sales of [--]. That's both faster growing AND cheaper than $DUOL. Credit to @SergeyCYW for the original chart"
X Link 2026-02-02T07:53Z [---] followers, [----] engagements

"$ODD would also be the cheapest company on a P/E (or PEG basis). 25-30% revenue growth and a look through P/E in the low-teens (TTM P/E is [--] while the company is spending probably over $50m on Methodiq Brand [--] and Labs that didn't contribute revenue yet in 2025). Note: actual p/e (not look-through) will be lower because the company will always invest in new products and brands until it reaches its target EBITDA margin of 20%. https://twitter.com/i/web/status/2018391078043631984 https://twitter.com/i/web/status/2018391078043631984"
X Link 2026-02-02T18:28Z [---] followers, [---] engagements

"Over time as the market realizes $ODD's growth has durability the multiple will converge with durable growers like $SHOP and $AXON which are trading at a forward P/E that's 7x higher. On an EV/GP they're trading at about 10x higher despite similar growth and similar margins"
X Link 2026-02-02T18:34Z [---] followers, [---] engagements

"$ODD is an N of [--] company $TSLA is an N of [--] company $LMND is an N of [--] company $PATH is an N of [--] company $DUOL is an N of [--] company $HIMS is an N of [--] company $ODD is an N of [--] company I only buy N of [--] companies $TSLA is an N of [--] company $LMND is an N of [--] company $PATH is an N of [--] company $DUOL is an N of [--] company $HIMS is an N of [--] company $ODD is an N of [--] company I only buy N of [--] companies"
X Link 2026-02-03T06:30Z [---] followers, [---] engagements

"$ODD seems to also be getting into 'cosmetic' dermatology not just medical dermatology. 'Fibrexa' (yet to be released) is an anti-aging treatment designed for neck skin where traditional retinol can be too sensitive and where typically peptides are used instead. The product will use patented OLABS1246 (likely to be renamed along the ODDLxxxx naming convention). It's still unclear what the molecule will do. The product name suggest it is possibly a derivative from the Ravela developed Fibroquin. https://twitter.com/i/web/status/2018621996033331332"
X Link 2026-02-03T09:46Z [---] followers, [----] engagements

"$ODD NEEDS TO BUY BACK SHARES TODAY OR I'M GOING TO CANCEL MY SUBSCRIPTION"
X Link 2026-02-04T20:27Z [---] followers, [---] engagements

"@jakebrowatzke $ODD does the same for dynamic CAC allocation (like $LMND) conversion & upsells (like $AMZN) retention (like $DUOL) and retargeting across products & brands (like $HIMS)"
X Link 2026-02-04T21:58Z [---] followers, [---] engagements

"@Mufasa_Capital $ODD made her"
X Link 2026-02-05T10:45Z [---] followers, [---] engagements

"Will @alc2022 invest in $ODD I did Antonio's course (highly recommended link below). Antonio looks for companies that solve an increasing number of acute customer pain points in ways that become progressively harder to replicate profitably while generating real cash. Let's apply his framework: 1) "solving an increasing number of customers pain points" - $ODD has evolved from merely foundation and concealer to offering products for the full range of makeup categories. Beyond that in [----] it went into skin care (Il Makiage Skin) and beauty-from-within supplements for skin and hair"
X Link 2026-02-05T20:54Z [---] followers, [----] engagements

"3) "in ways that become increasingly harder to replicate profitably" - This is a very underrated part of $ODD. $ODD has a highly advanced technology infrastructure to run DTC campaigns across social networking sites. It can optimize engagement which it then turns into optimized conversion on its site and subsequently into upsells and retention. I believe $ODD ranks with $LMND in how advanced its dynamic CAC allocation is. I think its upsell motion is more advanced. The sum of all these optimizations is highly difficult to replicate profitably for would-be digital competitors. The cost of"
X Link 2026-02-05T20:54Z [---] followers, [---] engagements

"$ODD today launched its 'body care' category for Methodiq starting with eczema. Neurexa uses patented OLABS1669 -- a proprietary molecule developed by Oddity Labs -- to address pro-inflammatory factors that lead to eczema"
X Link 2026-02-06T12:34Z [---] followers, [----] engagements

"@weary_centurion I read this review as well. Very touching. I think he would have used Melanex [---] with $ODD's patented ODDL1007"
X Link 2026-02-06T14:15Z [---] followers, [---] engagements

"$ODD's current exclusive content library (following the release of Neurexa for eczema - pictured). Available from Ravela acquisition: 1) Il Makiage - LONGR LASH uses ProCelinyl for growth in lashes 2) Il Makiage - LONGR BROW serum uses ProCelinyl for growth in brows 3) SpoiledChild - H30 Fibroquin Advanced Firming Eye Cream uses Fibroquin to boost skin elasticity Available from Oddity Labs: 4) Methodiq - Melanex [---] uses ODDL1007 to reduce dark spots (released in [----] Q4) 5) Methodiq - Zeralaq uses ODDL103 to reduce papular scarring in acne patients (released in [----] Q4) 6) SpoiledChild -"
X Link 2026-02-06T14:27Z [---] followers, [---] engagements

"To understand why $ODD keeps taking share from multi-deca-billion dollar competitors we have to understand the ROI of online advertising for beauty (and why $ODD is so wonderfully counterpositioned) Let's look at a simple example of the unit economics for $ODD for a $100 dollar foundation (fictional amount). $100 revenue - $15 cost of goods sold (e.g. manufacturing) - $15 distribution costs (e.g. delivery) = $70 gross profit - $20 advertising costs (e.g. insta) = $50 contribution profit Every dollar spent on advertising returns $2.5 in incremental contribution profit. Now let's look at a"
X Link 2026-02-07T09:23Z [---] followers, [---] engagements

"@jakebrowatzke There aren't enough people interested in $ODD yet but those who are can follow me and tag me in the interim. I will normalize talking about makeup on fintwit"
X Link 2026-02-07T19:55Z [---] followers, [---] engagements

"The key to understanding DTC companies like $HIMS $LMND and $ODD is the LTV / CAC ratio (lifetime value / customer acquisition costs). Building a business online is hard. When you sell products in a physical store exposure to potential customers is a fixed cost. But when you sell online Instagram and the likes become the store and your exposure to customers becomes a variable cost. There is a specific price per eyeball and an ongoing auction for each exposure. As an online business matures typically they run out of cheap low CAC customers which means the LTV / CAC ratio starts to approach one"
X Link 2026-02-07T21:49Z [---] followers, [---] engagements

"@IncomeArca9csr What do you view as the tail risks To me it's something happening with social media platforms"
X Link 2026-02-08T06:45Z [---] followers, [--] engagements

"Why $ODD is in a better DTC category than $HIMS $LMND $RO $HFG and $ROOT. The core challenge for DTC companies is to maintain a high LTV / CAC ratio (lifetime value to customer acquisition costs). This can be hard for companies that only have a few products. For example $HFG essentially has only two products: meal kits and ready-to-eat meals. Within each product it has tons of different meals but from the perspective of the consumer $HFG only has two products. $LMND is similar. It only has renters- pet- car- and home insurance. From the perspective of the consumer it doesn't matter if it"
X Link 2026-02-08T10:28Z [---] followers, [----] engagements

"I think $ODD will grow 20%. They've committed to $1b for Il Makiage by [----]. That's already nearly a 20% CAGR for 75% of the business. SpoiledChild can't help but grow more than 20%. And my sense is that they'll want to grow Methodiq and Brand [--] to become decently sized for strategic reasons. I think mid-20% is more likely over that period. https://twitter.com/i/web/status/2020586283660374417 https://twitter.com/i/web/status/2020586283660374417"
X Link 2026-02-08T19:51Z [---] followers, [---] engagements

"Yeah Methodiq and Brand [--] are going to be what surprises the market. Il Makiage did $250m in the US within [--] years. Spoiledchild did it in around [--] years. I would assume they're getting better at rolling out new brands (better ML for upsell and retargeting). Methodiq and Brand [--] could both be $250m by [----]. Il Makiage is committed to be $1b by [----]. Spoiledchild only has to grow by 30% to add another half billion. $2b could be crossed in [----]. And [----] is probably the launch year for brands [--] and [--]. I think $ODD will be closer to $2.5b in revenue in [----] than $2b."
X Link 2026-02-08T20:08Z [---] followers, [--] engagements

"Before the 2020s women looking for beauty products primarily decided based on brand. It was a decision based on marketing. This benefited incumbents like Este Lauder and Armani whose brands had been reinforced for decades. From the 2020s women have been increasingly focusing on product efficacy rather than brand. This hinders legacy brands because their primary sales channel is brick-and-mortar retailers who take a 50% cut on any sales. Legacy beauty brands are therefore strongly disincentiviced to develop new products. Not only do they lose half of the returns on R&D to retailers but they"
X Link 2026-02-10T08:33Z [---] followers, [---] engagements

"@AuditTheHerd Wow He owns another $1m in $ODD"
X Link 2026-02-10T18:46Z [---] followers, [---] engagements

"$ODD bears (I prefer calling them 'trolls' for their seeming allergic reaction to anything and anyone beautiful) complain that the $ODD try-before-you-buy program is confusing to some customers. But they don't appreciate the risk that $ODD assumes from it. EVERY customer can return ANY item for ANY reason and get a FULL refund (not just store credits). There is literally NO risk for customers. Who else offers this Can bears name any other beauty company that stands by its products like $ODD Most only allow for returns of unused items. Este Lauder's Perfect Match Guarantee for foundation only"
X Link 2026-02-11T20:28Z [---] followers, [---] engagements

"@moneyflowinvest If you would have bought the best price / eyeballs companies during the dotcom bubble that would have set you up for life. Maybe app store rankings are the new leading leading indicators"
X Link 2026-02-12T02:39Z [---] followers, [--] engagements

"To understand why $ODD faces no threat from DTC start-ups we have to understand the unit economic differences between $ODD and these start-ups. Let's say $ODD and a competitor both invest $100 into Instagram ads to attract customers. [--]. $ODD knows better who to target. It has user profiles of [--] million prior users so it knows propensity to click propensity to try propensity to buy categories of interest unsolved pain points etc. Benefit: 25% better targeting Outcome: $ODD's $100 is now only worth $75 at a competitor. [--]. Website conversion. $ODD often talks about how physical retailers can"
X Link 2026-02-13T19:00Z [---] followers, [---] engagements

"@jakebrowatzke @markgadala Alternatively: use AI to create 100x more ads throw them into a highly advanced DTC engine that can instantly test and iterate $$$ $ODD"
X Link 2026-02-15T06:58Z [---] followers, [--] engagements

"L'Oreal is lagging $ODD so much in digital that they just replatformed to $SHOP"
X Link 2026-02-12T06:26Z [---] followers, [---] engagements

"$ODD sees more faces in a day than a Sephora associate sees over her lifetime. Everyone thinks $ODD is about makeup. They are missing that it is really about AI replacing the Sephora associate. When the algorithm knows your skin better than the human who sees [---] faces/day. The moat is not beauty expertise. It is data density nobody else has. Everyone thinks $ODD is about makeup. They are missing that it is really about AI replacing the Sephora associate. When the algorithm knows your skin better than the human who sees [---] faces/day. The moat is not beauty expertise. It is data density"
X Link 2026-02-14T19:41Z [---] followers, [---] engagements

"Thanks @BTDenominator for the shout-out in this new video on $ODD comparing $ODD to $HIMS. @BTDenominator has been one of my favorite finfluencers for years. ODD Stock = Hims of Beauty [--] AI-Powered Brands High Growth Subscriptions. Why Is Oddity So Cheap https://t.co/srajfHysQ5 $ODD ODD Stock = Hims of Beauty [--] AI-Powered Brands High Growth Subscriptions. Why Is Oddity So Cheap https://t.co/srajfHysQ5 $ODD"
X Link 2026-02-15T21:51Z [---] followers, [---] engagements

"Another great article on $ODD by @MontanaMatos. @MontanaMatos' original December deep dive on $ODD was what prompted me to start looking into this company. Great analyst What the Market Might Be Getting Wrong Oddity Tech $ODD has fallen roughly 60% over the past few months. There were no scandals. No structural negative revisions. No event that fundamentally changed the thesis. The decline happened alongside the broader innovation and digital https://t.co/W2KbnmJHYj What the Market Might Be Getting Wrong Oddity Tech $ODD has fallen roughly 60% over the past few months. There were no scandals."
X Link 2026-02-16T19:53Z [---] followers, [---] engagements

"I see a lot of similarities between $PLTR and $ODD. When I invested in $PLTR in [----] thanks to the work of people like @amitisinvesting and @CMDarnton0 Palantir was a very different company than what it is today (e.g. no AIP). I thought of Palantir primarily as providing data mining equipment that was orders of magnitude cheaper than competitors because of the integrated nature of the tools (ingestion cleanup analysis etc.). I visualized a big rig that carried ore from a gold mine into a processing plant whereas competitors were still using hand strainers. I also thought of Palantir's"
X Link 2026-02-16T20:57Z [---] followers, [----] engagements

"I'm trying to say that for 90% of customers the current try-before-you-buy process is a positive experience. The benefit from those customers is worth more than the cost of the 10% (7% actually of Trustpilot reviews and a much smaller share of overall customers given negative reviews are posted more easily). IL Makiage doesn't have a scam reputation at all as you think. Instagram and TikTok are full of social proof. People of this intellect can't build a social presence and if they did they would be laughed at for being unable to read. The checkout process has been mostly the same forever and"
X Link 2026-01-18T02:09Z [---] followers, [--] engagements

"@bjmtweets I love that you sent this video. I've seen it. She's a typical cynical complainer. Her lack of beauty isn't coming from Il Makiage. It's coming from her soul. $ODD Brand [--] addresses this"
X Link 2026-01-18T02:24Z [---] followers, [--] engagements

"@bjmtweets So close to Il Makiage being the largest prestige brand in the world ;)"
X Link 2026-01-18T03:13Z [---] followers, [--] engagements

"Is it just me or does $ODD seem to be hiring superheroes exclusively I haven't seen a group of people looking this alpha since $PLTR. Not financial advice"
X Link 2026-01-18T11:04Z [---] followers, [---] engagements

"@nikoliasgoninus Great book. $ODD CEO Holtzman fits the description as well. The most iconoclastic decision he's made is to actively limit revenue growth to 20% so that growth doesn't get driven with s&m dollars (as $HIMS is doing) but with r&d dollars"
X Link 2026-01-18T19:55Z [---] followers, [---] engagements

"@investingbyGenZ $ODD made Sydney Sweeney"
X Link 2026-01-20T11:59Z [---] followers, [---] engagements

"@AuditTheHerd [--]. Dermatology is being challenged by $ODD with Methodiq [--]. Hair loss will be challenged by $ODD with Methodiq and perhaps Brand [--] [--]. ED will be disrupted by $ODD making every woman hot"
X Link 2026-01-20T22:21Z [---] followers, [---] engagements

"It's not all employees but the ones that are running the brands. For example if you go to the Methodiq LinkedIn page that's all people running that brand and you'll see a ratio like that. I looked into everyone from Methodiq Brand [--] and New Ventures (Labs is a different kind of beast) and counted it in a spreadsheet. I extrapolated to Il Makiage and SpoiledChild. My primary goal was to see how many people were working on new brands. They say it in the job ads as well"
X Link 2026-01-21T11:30Z [---] followers, [--] engagements

"@jakebrowatzke Good to see $ODD make it on your list @jakebrowatzke"
X Link 2026-01-22T00:28Z [---] followers, [---] engagements

"@IncomeArca9csr I'm assuming $ODD is 19.99% out of this 20%"
X Link 2026-01-22T00:49Z [---] followers, [--] engagements

"@IncomeArca9csr $ODD is a gem covered in foundation"
X Link 2026-01-22T18:46Z [---] followers, [---] engagements

"@TheRonnieVShow @AuditTheHerd Doing scuttlebutt on this has been a huge mistake. We now have running subscriptions on Il Makiage foundation and SpoiledChild collagen. I had to start this account to make enough money to pay for all of it"
X Link 2026-01-22T23:19Z [---] followers, [--] engagements

"@BastianelliLore Brand [--] will cure ugly personalities"
X Link 2026-01-23T12:09Z [---] followers, [--] engagements

"@MontanaMatos What is the scientifically accurate sizing for $ODD and why is it 100%"
X Link 2026-01-23T23:35Z [---] followers, [--] engagements

"@hypergrowth102 You're not factoring in $ODD making all the women hot in [----] thus negating the need for this boner pill company"
X Link 2026-01-24T20:09Z [---] followers, [---] engagements

"The $HIMS and RO Superbowl ads show a stark difference in the quality of execution between the companies. Superbowl ads are incredibly expensive so you can bet both companies have put their best people and effort behind it. The $HIMS ad is brilliant. It hits a social nerve. It is highly provocative. It brands $HIMS as an advocate for the people and a new kind of healthcare. It DARES gate keepers in health care (regulators and $NOVO) to do anything about compounded GLPs and it pushes regulatory forces to move $HIMS' way on peptides. And people's brains will light up when they hear about the"
X Link 2026-01-29T21:44Z [---] followers, [---] engagements

"Now there is one element we haven't touched based on the above definition: singularity scalers. This is an extension of the first part of the definition. It refers to companies that can benefit in their value creation process from the tailwinds of AI. In other words the number of customers painpoints solved grows exponentially in line with advancements in AI. This is where Oddity Labs comes in. Oddity Labs is a digital biology lab that uses computational biology to discover new active ingredients that solve customer painpoints such as preventing aging or addressing acne. (Effectively a"
X Link 2026-02-05T20:54Z [---] followers, [---] engagements

"Reasons [--] and [--] seem relevant today. (I still own both $HIMS and $ODD) [--] ways in which $ODD is a better stock than $HIMS (I own both). 1) $HIMS products are inherently more commoditized. Although $HIMS does some personalization to try to mitigate this beauty products are inherently far more personal as they have to match a person's unique [--] ways in which $ODD is a better stock than $HIMS (I own both). 1) $HIMS products are inherently more commoditized. Although $HIMS does some personalization to try to mitigate this beauty products are inherently far more personal as they have to match a"
X Link 2026-02-05T22:22Z [---] followers, [---] engagements

"Has any $HIMS bull or bear commented on whether its new semaglutide pill will be for therapeutic doses or for micro-dosing as $HIMS hints at in its Superbowl ad @himshouse"
X Link 2026-02-06T01:42Z [---] followers, [---] engagements

"When $ODD is growing too fast they will cut marketing investment to limit growth to 20%. Is this a sign that Methodiq is growing too fast 🤔"
X Link 2026-02-06T02:26Z [---] followers, [--] engagements

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