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@_travellingmonk "$HIMS in a nutshell: X. Access X. Affordable healthcare X. Telehealth platform X. AI Personalization X. Brand-led customer obsession X. Recurring revenue via Subscriptions X. Scaling trust across demographics X. Distribution R&D in healthcare now X. Early $AMZN of modern med"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-16 13:41:34 UTC XXX followers, XXX engagements

"$ABCL vs $PRME (Biotech) $ABCL is a platform play with a $500M+ cash has partnerships with Eli Lilly GSK & Moderna and has optionality in over XXX discovery programs. $PRME is a moonshot play (CRISPR XXX (just vision as of now) with $120M (high cash burn) and debt equity"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-17 13:14:29 UTC XXX followers, 3460 engagements

"New buys and candidates for active DCA in my portfolio for this month. $OSCR (New buy DCA till XXX shares) $ABCL (New buy DCA till 1000 shares) $NBIS (New Buy DCA till XXX shares) $DUOL (DCA till XX shares) $TSLA (DCA till XXX shares) $HIMS (DCA till 2000 shares)"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-20 16:22:47 UTC XXX followers, XXX engagements

"Investing is X% conviction XX% not quitting when it gets lonely. Just HOLD on to your conviction. Updated Top XX Holdings : $TSLA $HIMS $PLTR $AMD $AMZN $CRWD $MELI $RKLB $DUOL $ABCL"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-26 02:25:14 UTC XXX followers, XXX engagements

"Almost all are performing well. Though I have more expectations from $MELI and $DUOL"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-26 02:09:11 UTC XXX followers, XXX engagements

"5 point investing filter of mine X. TAM Is the market size massive X. Moat what makes it hard to copy X. Leadership founders mission driven X. Market cap Is there room to 10x X. Time can I hold it for a decade Currently analyzing : $ABCL $NBIS $PRME $OKLO $EOSE"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-16 03:01:56 UTC XXX followers, 1185 engagements

"companies to study and build your conviction for coming decades $HIMS $TSLA $PLTR $DUOL $RKLB $MELI $EOSE $OKLO $CRWD $ISRG $ZS $TSM $AMD $NBIS $TTD $TMDX $GLBE $DLO $MNMD $ISRG $PRME $TEM $SPOT $ASTS $NU $ABCL $NTLA $LMND $OSCR $IONQ $IREN study & find ur mag X from the list"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-16 21:35:16 UTC XXX followers, 1653 engagements

"Below businesses are : X. founder led X. have massive TAM X. have disruptive edge & optionality X. AI/Sector tailwind $RKLB $NBIS $ASTS $ABCL which of these will have 500b+ of market cap at least in the coming decades"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-26 20:03:26 UTC XXX followers, XXX engagements

"It seems my first 10x would come from $RKLB. Here is the thesis for $RKLB in a nutshell: Space E2E launch Vertical integration Electron + photon advantage Expanding into space systems + satellites Becoming AWS of Space infra layer Peter beck leadership"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-16 13:51:41 UTC XXX followers, XXX engagements