#  @Agrippa_Inv ๐๐ ๐ซ๐ข๐ฉ๐ฉ๐ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ๐ฌ ๐๐ ๐ซ๐ข๐ฉ๐ฉ๐ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ๐ฌ posts on X about $iren, $clsk, $btc, $hims the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1499280175376351235/interactions)  - [--] Week [------] -94% - [--] Month [---------] +63% - [--] Months [---------] +259% - [--] Year [---------] +136% ### Mentions: [--] [#](/creator/twitter::1499280175376351235/posts_active)  - [--] Month [--] -6.30% - [--] Months [---] +256% - [--] Year [---] +67% ### Followers: [------] [#](/creator/twitter::1499280175376351235/followers)  - [--] Week [------] +0.46% - [--] Month [------] +14% - [--] Months [------] +170% - [--] Year [------] +312% ### CreatorRank: [---------] [#](/creator/twitter::1499280175376351235/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [countries](/list/countries) [currencies](/list/currencies) [fashion brands](/list/fashion-brands) [celebrities](/list/celebrities) [exchanges](/list/exchanges) **Social topic influence** [$iren](/topic/$iren) #95, [$clsk](/topic/$clsk), [$btc](/topic/$btc), [$hims](/topic/$hims), [clsk](/topic/clsk), [$irens](/topic/$irens) #3, [$mara](/topic/$mara), [ai](/topic/ai), [investment](/topic/investment), [bitcoin](/topic/bitcoin) **Top accounts mentioned or mentioned by** [@danroberts0101](/creator/undefined) [@fransbakker9812](/creator/undefined) [@irenltd](/creator/undefined) [@umbisam](/creator/undefined) [@thekamahsutra](/creator/undefined) [@litigiousdulce](/creator/undefined) [@cazenoveuk](/creator/undefined) [@rexfinance](/creator/undefined) [@mcnalliem](/creator/undefined) [@pennyether](/creator/undefined) [@chargestack](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@ckcryptoklepto](/creator/undefined) [@cleansparkinc](/creator/undefined) [@benemodi](/creator/undefined) [@andrewdudum](/creator/undefined) [@stockinf0](/creator/undefined) [@rolandsberlin](/creator/undefined) [@web3eth](/creator/undefined) [@kevinlhr88](/creator/undefined) **Top assets mentioned** [Iris Energy Limited (IREN)](/topic/$iren) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Bitcoin (BTC)](/topic/$btc) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Tesla, Inc. (TSLA)](/topic/$tsla) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Microsoft Corp. (MSFT)](/topic/$msft) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [CoreWeave, Inc (CRWV)](/topic/$crwv) [TeraWulf Inc. (WULF)](/topic/$wulf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Enphase Energy Inc (ENPH)](/topic/$enph) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Hive (HIVE)](/topic/$hive) [Morgan Stanley (MS)](/topic/morgan-stanley) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Gold Royalty Corp. (GROY)](/topic/$groy) [Riot Platforms, Inc. (RIOT)](/topic/$riot) ### Top Social Posts Top posts by engagements in the last [--] hours "@lukas2023_lukas @investor_daddy @BTDenominator @MichaelWigginsO @presidential01 @himsstocknews @ADAMBERGMANSMM @moonstargang $AMZN didnt turn a profit for decades and still hardly does yet revenue grew exponentially. They managed to grow revenue by having free cash flow and reinvesting everything back into growth. At this stage $HIMS shouldnt worry about profits as long as its cash flow positive" [X Link](https://x.com/Agrippa_Inv/status/1667825621940985857) 2023-06-11T09:26Z [----] followers, [---] engagements "@lukas2023_lukas @investor_daddy @BTDenominator @MichaelWigginsO @presidential01 @himsstocknews @ADAMBERGMANSMM @moonstargang Rationalising price movement is a fools game. Look at $TSLA. Stock price was in the sh*t just a couple weeks back now look at it. Nothing has changed within the Tesla thesis. Sentiment changes all the time for a number of stupid reasons" [X Link](https://x.com/Agrippa_Inv/status/1667836894040735744) 2023-06-11T10:11Z [---] followers, [--] engagements "Sold 5% of $TSLA today @ market close used the funds to increase my position in $HIMS. I think there is a good chance that $HIMS will outperform during the next couple of months due to sector rotation" [X Link](https://x.com/Agrippa_Inv/status/1669133303444566016) 2023-06-15T00:02Z [---] followers, [--] engagements "@Sebo80682661 @AB296659251 Yea I think $HIMS woukd definitely benefit from a recession. Similar to $TSLA. Disrupting companies are usually agile and flexible enough to deal with recessions. Recessions are a tailwind for capable disrupters. While the most inefficient incumbents get crushed and die off" [X Link](https://x.com/Agrippa_Inv/status/1669506135269752833) 2023-06-16T00:44Z [---] followers, [--] engagements "$ENPH is perfectly positioned for the solar revolution ๐ฏ Probably still the best solar play out there. Highly recommend everyone invested in $ENPH or thinking to invest in the stock to watch this video Its the best video on Enphase I have ever seen" [X Link](https://x.com/Agrippa_Inv/status/1670406602581524487) 2023-06-18T12:22Z [---] followers, [--] engagements "Just a bit over [--] month ago $TSLA stock was in the gutter. Everyone and their moma was bearish and calling for lower prices. Everybody was waiting for that 140$ gap fill that never came ๐ Now $TSLA is mooning and all of a sudden everyone is bullish af & coming up with" [X Link](https://x.com/Agrippa_Inv/status/1670876640048545800) 2023-06-19T19:31Z [---] followers, [---] engagements "Just sold another 5% of my $TSLA position & used those funds to buy more $HIMS. TSLA/HIMS hitting the 23.6% FIB level on LOG chart. I'm not trying to perfectly time the outperformance of one stock over the other but I'm use TA to justify my moves" [X Link](https://x.com/anyuser/status/1671167814118555651) 2023-06-20T14:49Z [--] followers, [---] engagements "Looking to sell a further 25% of my $TSLA position in the 280$-290$ range. Afterwards IF $TSLA goes back to 244$-234$ I will use all the cash to reinvest into the stock and increase my total position size by 3.75% (25% x 15% = 3.75%)" [X Link](https://x.com/Agrippa_Inv/status/1671293912034553858) 2023-06-20T23:10Z [---] followers, [---] engagements "Just bought [---] shares of $COIN @ 65$ I sold 25% of these stocks to make the purchase: - $CRWD - $SOFI - $NU - $MELI - $Abnb This is more of a short term play. Fundamentally I prefer all of these companies over Coinbase. However as Crypto is pumping and $COIN is still in the" [X Link](https://x.com/Agrippa_Inv/status/1673339900869984258) 2023-06-26T14:38Z [---] followers, [---] engagements "@RafaelA46932951 Its a very serious issue the western world is facing. We already see the first real world consequences playing out in France - raising of the retirement age. In many countries the retirement system is a ponzi scheme in which new folks pay for the old. Well what happens when the" [X Link](https://x.com/Agrippa_Inv/status/1674537906403155971) 2023-06-29T22:10Z [---] followers, [--] engagements "@Devatrades999 @Sebo80682661 @RafaelA46932951 So according to your logic companies such as $APPL $MSFT $TSLA & $AMZN are bad companies because "dumb retail" ownership is even higher than with $HIMS. Retail ownership: Apple: 39.7% MS: 27.9% Tesla: 42.6% AMZN 28.5% HIMS: 24.4% You are grasping at straws my friend &" [X Link](https://x.com/Agrippa_Inv/status/1674693694388068352) 2023-06-30T08:19Z [---] followers, [---] engagements "$HIMS TA (Technical Analysis) Update (1): Positive RSI Divergence [--] trading sessions ago $HIMS printed some solid positive divergence. Although it didn't print a higher high yet (at that time) the RSI printed a higher high - classic bullish divergence. This increases the odds of a meaningful reversal" [X Link](https://x.com/Agrippa_Inv/status/1676366465123987458) 2023-07-04T23:04Z [----] followers, [---] engagements "$HIMS TA Update (2): Elliot Wave Theory - ABC I believe that there is a decent chance that the most recent pullback is part of a larger ABC corrective pattern - specifically a "Expanded Flats" formation. This corrective pattern is characterized by a [--]. top that is slightly higher and a [--]. pull back that is slightly lower. Both of which did form on $HIMS โ Also wave C i.e. the most recent pullback must have momentum divergence in order for this wave formation to be valid. On my recent post I showed that $HIMS indeed has positive momentum divergence โ " [X Link](https://x.com/Agrippa_Inv/status/1676370693179465730) 2023-07-04T23:21Z [----] followers, [---] engagements "$HIMS TA Update (3): 5-Wave Impulsive Rally I believe $HIMS is currently in a 5-wave Impulsive rally & just completed wave [--]. If true this would mean $HIMS could rally substantially from here on (wave 5) before a significant correction. ๐" [X Link](https://x.com/Agrippa_Inv/status/1676372993197461510) 2023-07-04T23:30Z [----] followers, [----] engagements "$HIMS TA Update (4): Cup & Handle Pattern I believe $HIMS is currently within a massive Cup & Handle pattern. IF true this would mean that we'll test the ATH range of 21-24$ soon. CUP & HANDLE patterns usually trade over a very long period & therefore it is not a very common chart pattern. However with a 65% success rate this pattern is very significant" [X Link](https://x.com/Agrippa_Inv/status/1676586385858351105) 2023-07-05T13:38Z [----] followers, [----] engagements "$COIN current profit: 37.5% / 8300$ Holding time: [--] days We bought in at 65$ now it's at 89$. Meanwhile $CRWD / $MELI / $SOFI/ $NU / $ABNB on average didn't move at all since I entered this trade which makes this swap highly profitable for us. I'm planning on holding" [X Link](https://x.com/Agrippa_Inv/status/1678901530202603524) 2023-07-12T00:20Z [---] followers, [----] engagements "Spec Play (High Risk) Bought $5.5k (each) of $NRDS $UPWK $FVRR None of these companies are amazing but the valuations of these companies are a joke: Nerdwallet: [---] PS Upwork: [---] PS Fiverr: [---] PS With small caps recently receiving some love I think that each of these" [X Link](https://x.com/Agrippa_Inv/status/1679268954441646080) 2023-07-13T00:51Z [---] followers, [---] engagements "@RafaelA46932951 @BTDenominator We are about to be blessed with a [--] minute $hims video by the legend himself ๐" [X Link](https://x.com/Agrippa_Inv/status/1679507705399001091) 2023-07-13T16:36Z [---] followers, [---] engagements "@kindofabrick @SawyerMerritt There are not going to be farmers around in [--] yrs. Life stock is being replaced by precision fermentation (laboratory production) while veggies will be mostly grown indoors. Energy will be free which will make indoor agriculture very cheap while not having problems with pests" [X Link](https://x.com/Agrippa_Inv/status/1681962511510261762) 2023-07-20T09:41Z [---] followers, 10.2K engagements "We already have central banks. In the USA it's called the Federal Reserve Bank. In Europe it's called the ECB (European Central Bank). However these central banks are currently not allowed to take money from citizens but rather be the 'bank of banks'" [X Link](https://x.com/Agrippa_Inv/status/1682010712514740224) 2023-07-20T12:52Z [----] followers, [--] engagements "Crypto Play (Expect 100%-200% upside) Just bought $22k in crypto. Here is the breakdown: - $XRP = $9000 - $ATOM = $3000 - $MATIC = $3000 - $ARB = $3000 - $OP = $3000 - $QNT = $1000 With the SEC taking a fat L on their Ripple ( $XRP ) lawsuit BTC dominance going down and" [X Link](https://x.com/Agrippa_Inv/status/1683869412929970181) 2023-07-25T15:58Z [---] followers, [--] engagements "$HIMS is the Tesla of healthcare ๐" [X Link](https://x.com/Agrippa_Inv/status/1686142453336698881) 2023-07-31T22:31Z [----] followers, [----] engagements "I just bought another [----] shares of $Hims bringing my total to [-----] shares. I'm very content about management's execution the more I study this business - the more bullish I get. Can't wait for the EC on August [--]. ๐ซฃ" [X Link](https://x.com/Agrippa_Inv/status/1686316466973421568) 2023-08-01T14:44Z [---] followers, [----] engagements "Just bought another [----] shares of $hims โ " [X Link](https://x.com/Agrippa_Inv/status/1686737638118531072) 2023-08-02T22:29Z [---] followers, [----] engagements "I'm currently working on a full breakdown of the $hims bear post (linked below) that was recently posted on LinkedIn & got quite a bit of traction from uneducated retail. As I said previously this clown has no idea on how to interpret financial data - so I will do it for him. ๐คก ๐โ Currently I'm going through ALL previous financial statements of $hims & I'm copying every single number onto my spreadsheet. I'm doing this for all [--] major financial statements from Q1 [----] until now (Income Statement / Balance Sheet / Cashflow Statement) This allows me to do ANY financial analysis & do visual" [X Link](https://x.com/Agrippa_Inv/status/1687799757987520512) 2023-08-05T12:16Z [----] followers, 13.7K engagements "Love to see it $HIMS Q2 results Short squeeze in progress ๐" [X Link](https://x.com/Agrippa_Inv/status/1688656411771760641) 2023-08-07T21:00Z [----] followers, [----] engagements "82% gross margins . wow ๐ฎ๐จ $hims killing it" [X Link](https://x.com/Agrippa_Inv/status/1688661166845771776) 2023-08-07T21:19Z [----] followers, [----] engagements "๐ Q2 $HIMS / Financial deep dive ๐ Profitability of $hims continues to improve โ Revenue increases by 83% yoy โ Marketing costs as % of Revenue slightly increased (marginally) while non-marketing operating costs (R&D G&A support) stayed flat - BUT gross expenses as % of rev decreased from 20% to 18% = improved profitability ๐ฏ Quarter over Quarter performance: - Gross Margins went from 80% to 82% - Loss from operations decreased by 18% - Revenue grew by 9% - Gross expenses ONLY grew by 1% - Marketing expenses grew by 10% Non - Marketing Operating Expenses: - Operating Support grew by 11.5%" [X Link](https://x.com/Agrippa_Inv/status/1688677334407069697) 2023-08-07T22:23Z [----] followers, [----] engagements "$Hims' Revenue growth exceeding Subscriber growth is EXACTLY what you want to see as a shareholder. ๐ฏ This means $hims is successfully upselling / cross - selling their services & makes MORE revenue per customer. โ Impressively they achieved this while lowering prices ๐" [X Link](https://x.com/Agrippa_Inv/status/1688681760060497920) 2023-08-07T22:41Z [----] followers, [----] engagements "Im looking to add to my $ENPH position today at market open. Ill increase my position by 30% ($10k). This is a very solid support (demand) zone and I think the stock could rally to the low $200s in the upcoming months. ๐" [X Link](https://x.com/Agrippa_Inv/status/1688799509181026304) 2023-08-08T06:29Z [---] followers, [----] engagements "If it wasnt for the high national interest rates I would definitely be concerned the rev decline of $ENPH. Also if the solar space itself wouldnt be suffering right now I also would be concerned as this would indicate $ENPH is loosing market share. But since this is not the case Im not worried one bit. My enphase thesis is more of a solar thesis enphase just happens to be the market leader + has stellar management & great business metrics. There is no doubt in my mind that the solar space is just in a stale period rn due to falling energy prices & tight macro conditions (which clearly affect" [X Link](https://x.com/Agrippa_Inv/status/1688874328975118336) 2023-08-08T11:26Z [---] followers, [---] engagements "Debunking @sprucepointcap 's newest $hims short attack (they blocked me): ๐ Their Claim: CAC is becoming a major problem for $hims -- this proves their bear thesis right. ๐ However they completely ignore that Operating Expenses in relation to Revenue stayed flat QoQ (and have been flat for [--] consecutive quarters) while Gross Margins are continuously improving despite price cuts. What is the result increased profitability. Meanwhile $hims is still growing their top-line at 9% QoQ in a time in which other growth companies are growing their top-line at that rate per YEAR not QUARTER. Spruce" [X Link](https://x.com/Agrippa_Inv/status/1688964378316443655) 2023-08-08T17:24Z [----] followers, [----] engagements "@EnergyCredit1 @presidential01 lol $hims just turned an Ebitda profit a couple quarter ago while $Elf has been profitable for many years. Comparing them based on Ebitda is like saying $Apple is better than $Tsla because its dividend is higher. $Elf is anything but cheap you are in for a rude awakening bud" [X Link](https://x.com/Agrippa_Inv/status/1689501395345686528) 2023-08-10T04:58Z [---] followers, [---] engagements "@DataDInvesting Absolutely ๐ฏMost so called analysts are completely ignoring that shelter is a lagging component of CPI. Likewise it was also (one of) the last components that went up when inflation initially sky rocketed. Like you said inflation was yesterdays problem" [X Link](https://x.com/Agrippa_Inv/status/1690459504633155584) 2023-08-12T20:25Z [---] followers, [--] engagements "$Hims FREE Spreadsheet โ For anyone wondering how I create these fancy charts - I copied all major financial data from $hims' financial statements which allows me to visually represent all types of of metrics. I want other $hims investors to be able to do the same. This will allow us to spread awareness about $hims' stellar financials & kill the unwarranted FUD. ๐ IF you create some unique & new charts and decide to POST about it I'm asking you to @ me on the post + send me a copy of your edited spreadsheet. It's important to me that you do BOTH of these steps. This will allow me to add your" [X Link](https://x.com/Agrippa_Inv/status/1690694304769949696) 2023-08-13T11:58Z [---] followers, [----] engagements "Just bought another [----] shares of $hims โ Total share count: 23501" [X Link](https://x.com/Agrippa_Inv/status/1691112645477228544) 2023-08-14T15:40Z [---] followers, [----] engagements "Just put in another $15k into $TLT ( $IDTL ) โ I'm full port at this point. From here on out the he plan is to slowly take profits from my lesser conviction stocks (short term plays) & move the funds into $TLT" [X Link](https://x.com/Agrippa_Inv/status/1691113433226207232) 2023-08-14T15:43Z [---] followers, [---] engagements "I think $NVDA is currently trading at a premium due to the AI hype (I think the AI potential is real but these valuation premiums wont last forever). On the other hand I believe companies such as $TSM & $ASML trade on a discount comparatively due to the direct risk of China invading Taiwan. Although you can make a great argument that Nvidia would be similarly screwed by this macro event I think a company like TSMC is associated much more with this risk. Either-way if this event were to happen $NVDAs share price would fall like a rock (covid style x 3). For that reason I would not buy the" [X Link](https://x.com/Agrippa_Inv/status/1691127231534321677) 2023-08-14T16:38Z [---] followers, [---] engagements "@Yoel_E_S @XFINANCE411 @Movni5 Tbh I would like to see some of these 'competitors'. Competition is often times brought up but I never come across a company with a similar business model / value proposition of $hims. Sounds a lot like what $TSLA bears said for years & we are seeing how that story is playing" [X Link](https://x.com/Agrippa_Inv/status/1691133973718618117) 2023-08-14T17:05Z [---] followers, [---] engagements "I want to give a big shout out to @Stock_Inf0 who wrote an amazing piece about $Hims on Seeking Alpha He addressed some of the key talking points surrounding $hims & I believe he did an excellent job addressing each of them. It would have been easy for him to fall for some of the FUD that was spreading around recently but NO he really did his research and it shows I especially like how he addressed the discussion around 'competition' and 'moat'. He brought up some great arguments which I share the same opinion of. I also want to point out that he kindly reached out to me requesting to use" [X Link](https://x.com/Agrippa_Inv/status/1691573353906147615) 2023-08-15T22:11Z [----] followers, [----] engagements "@Torbo122 @Stock_Inf0 @aletechview @XFINANCE411 @SamMeciar EV/S ratio favors $hims even mor tho ๐They dont got any debt yet have plenty of cash & cash-like short term assets" [X Link](https://x.com/Agrippa_Inv/status/1692070258540986455) 2023-08-17T07:06Z [---] followers, [---] engagements "@MarkSherbe40211 @XFINANCE411 Bruh ๐ฅฒ๐ญhardly have I seen a worse take on $hims. Middle man company. My guy you know that they produce their own products right . unlike most of their E-Pharmacy competitors . 80% gross margins as a middle man company lmao ๐" [X Link](https://x.com/Agrippa_Inv/status/1692126526647451745) 2023-08-17T10:49Z [---] followers, [---] engagements "Today I swapped my alt-coin positions to $BTC. This was done with the intention of de-risking my portfolio. I never intended to hold these alts very long. I front-ran a potential alt-coin break out which didnt materialise. My macro thesis is that the [--]. half of the bear market will continue either late this year or at the start of next year. There is also a less likely chance (imo) that we already started it. To protect my portfolio from the latter scenario I moved all my crypto holdings into $BTC. Im very bullish on Bitcoin over the long run & hence dont mind holding it in bear market (I" [X Link](https://x.com/Agrippa_Inv/status/1693730580041458018) 2023-08-21T21:03Z [----] followers, [---] engagements "@kcna12 @DataDInvesting So then explain me why $CRWD and $SNOW trade a PS of [--] and [--] ๐ฅด Gotta use equal standards. These companies are unprofitable have lower gross margins than $hims less revenue growth and similar rates of dilution. These companies are trading 10x higher with worse metrics ๐" [X Link](https://x.com/Agrippa_Inv/status/1694291641958306183) 2023-08-23T10:13Z [---] followers, [---] engagements "You can't take $hims guidance serious. I'm pretty annoyed to constantly point that out to people that are not paying attention. Fact is $hims is growing at a faster paste than $CRWD. To be fair Crowdstrike just a couple of years ago was growing at a similar pace as $hims is now & as it got bigger the growth rate naturally declined - just like what will happen with $hims. But when $CRWD used to grow as much as $hims is growing now their PS was 30-50 while Hims' PS is below [--] atm ๐คทโ. Currently $CRWD is still valued SEVEN TIMES as much as Hims on a PS basis while growing less. this discrepancy" [X Link](https://x.com/Agrippa_Inv/status/1694325495926517927) 2023-08-23T12:27Z [---] followers, [---] engagements "Calling 56% growth at nearly 1b rev seems a bit rich. I get your point though when $CRWD was at a similar size it was growing at 90%. But it was valued 20x higher than $hims so who is getting the better deal here Also $hims is managing to grow as much while having 81% gross margins while Crowd currently has less than 74%. But there are pros and cons regarding both of their financials. It's the insane difference in valuation that sparks my interest in $hims" [X Link](https://x.com/Agrippa_Inv/status/1694367530779877467) 2023-08-23T15:14Z [---] followers, [---] engagements "@trader_has @DataDInvesting @eprogressplease @ssboisen @kcna12 Of course you can. Earnings are earnings no matter from where they come ๐ SaaS is only valued as much because of high profit margins & consistent revenue - both factors that $hims matches. To say SaaS is better just "because" shows a lack of financial understanding" [X Link](https://x.com/Agrippa_Inv/status/1694403498257903782) 2023-08-23T17:37Z [---] followers, [---] engagements "Dissecting PS ๐ฌ Now that we all fully understand the link between PS & PE we can look at the factors that influence the PS. The PS metric is mostly influenced by these factors: ๐Profit Margins the higher the profit margins the higher the PS ๐Revenue growth the" [X Link](https://x.com/Agrippa_Inv/status/1694406601250083088) 2023-08-23T17:49Z [---] followers, [--] engagements "$HIMS fair PS To determine a fair PS for $hims we will have to apply the factors that could influence its PS: ๐Profit Margins 81% gross margins ๐Revenue growth 83% yoy - last [--] quarters have had well over 70% yoy growth ๐Debt [--] ๐Runway (Cash Flow) infinite / cash flow positive ๐Dilution Medium - [----] dilution was low at only 1.67% yet [----] dilution is over 5%. Now to determine a fair PS with these metrics you will have to look at companies with similar financials. You will quickly realize that this is a hard task as these financial metrics are stellar. You will not find many companies" [X Link](https://x.com/Agrippa_Inv/status/1694407488034968055) 2023-08-23T17:53Z [---] followers, [----] engagements "Hwat you just describes is [--] of many factors that tries to rationalize quality of revenue. I could turn this stick around and say that $CRWD is suffering from greater customer concentration risk than $hims does. This potentially could harm future revenue for Crowdstrike. The key word here is could. As long as the financials are not reflecting these risks its just speculation. You could say the same about Apple - their market place is crowded with competition yet they prevailed as the market leader. I agree that CRWD proved itself and hence deserves to trade on a premium but a 7x premium" [X Link](https://x.com/Agrippa_Inv/status/1694409844374032567) 2023-08-23T18:02Z [---] followers, [---] engagements "@elinklx05 @trader_has @DataDInvesting @eprogressplease @ssboisen @kcna12 It seems like SBC of $CRWD is growing faster than revenue ๐ ๐ฌ" [X Link](https://x.com/Agrippa_Inv/status/1694783020257972664) 2023-08-24T18:45Z [---] followers, [---] engagements "@RafaelA46932951 @AndrewDudum I dont think big money has left. Why do you think that I think if anything its retail that is fumbling the bag rn. Institutional ownership of $hims was continuously rising for months. Tho I havent kept track of it over the last [--] weeks or so. If anyone knows lmk ๐ค" [X Link](https://x.com/Agrippa_Inv/status/1694875736560017734) 2023-08-25T00:53Z [---] followers, [---] engagements "Yesterday I sold all my smaller positions and consolidated my portfolio into these [--] holdings: $Hims: [-----] shares $Tsla: [----] shares $Enph: [---] shares $IDTL ( $TLT clone): [-----] shares $BTC: 1" [X Link](https://x.com/Agrippa_Inv/status/1695024193522282826) 2023-08-25T10:43Z [---] followers, [----] engagements "I was making pretty good gains from my other positions since I bought them early in [----]. I want to take advantage of $hims insane valuation. I also believe $enph is very fairly priced as well as $IDTL ( $TLT ). These [--] positions are my highest conviction plays & I feel much more comfortable holding these in a potential recessionary environment. If you havent payed attention yet in a bear market the stocks with the highest valuation premiums get crushed the most. The opposite is true with stocks that trade on a significant discount. Plan A still remains - if we continue to rally during the 2." [X Link](https://x.com/Agrippa_Inv/status/1695024198685438321) 2023-08-25T10:43Z [---] followers, [---] engagements "@BeansterX Thanks Yes $Enph is a very well run company. Pretty cheap rn considering the long term growth runway. There is still lots of selling pressure since it had such an impressive run up the last 5-6 years with hardly any significant pullback" [X Link](https://x.com/Agrippa_Inv/status/1695032469781614884) 2023-08-25T11:16Z [---] followers, [---] engagements "@VFirst999 I agree that $STNE is a great valuation play atm but Im not that confident in their business model and the market its in. I dont know how CBDCs would affect their business operations (if at all). So for me its not as clear of a growth story as $TSLA / $ENPH / $HIMS " [X Link](https://x.com/Agrippa_Inv/status/1695108103782506739) 2023-08-25T16:17Z [---] followers, [---] engagements "@trader_has @DataDInvesting @eprogressplease @ssboisen @kcna12 As I said you are talking about revenue safety which is fine. If you want to pay a higher premium for that then sure thing I dont have a problem with that. Personally I agree that this deserves a little premium but not that much tbh" [X Link](https://x.com/Agrippa_Inv/status/1695122306652156151) 2023-08-25T17:13Z [---] followers, [--] engagements "@AnirudhYarlaga1 I might add $PLTR to my portfolio next year but it would have to have a lower valuation & significantly reduce its dilution rate" [X Link](https://x.com/Agrippa_Inv/status/1695181628916535464) 2023-08-25T21:09Z [---] followers, [--] engagements "@AnirudhYarlaga1 True they announced a buy back program. I will stick on the side lines for now but Im definitely interested in starting a $pltr position at one point. I want them to fractionalize their faundry platform and make it accessible to ALL companies not just select mega corps" [X Link](https://x.com/Agrippa_Inv/status/1695186341431013500) 2023-08-25T21:28Z [---] followers, [--] engagements "@DataDInvesting @teardowntitan recently gave them so cred for making the necessary changes in their manufacturing processes. I still think there is a decent risk $RIVN goes bankrupt during this decade (given the market they are in) but I think they will manage to survive" [X Link](https://x.com/Agrippa_Inv/status/1695187645477867576) 2023-08-25T21:33Z [---] followers, [---] engagements "It seems very similar to their original foundry platform. Im not a tech guy tho & not that knowledgable about $PLTR. My biggest concern with Palantir was always their go to market strategy. They have awesome tech but their offerings very always so personalised and not that scalable. I want them to offer less customised tech that requires less oversight on Palantirs end which is accessible to every business in the world" [X Link](https://x.com/Agrippa_Inv/status/1695192373519683994) 2023-08-25T21:52Z [---] followers, [--] engagements "$Hims CAC / LTV / Churn In this detailed thread I will calculate each of these [--] metrics using publicly available data published by $hims. This thread consists of [--] sections: Calculations (3 parts) Summary and Analysis. Enjoy โ" [X Link](https://x.com/Agrippa_Inv/status/1697645434926248086) 2023-09-01T16:19Z [----] followers, 26.8K engagements "Summary โ ๐$Hims overall YoY churn rate = 34.25% ๐$Hims overall QoQ churn rate = 10% $Hims CAC measured quarterly ๐ ๐$Hims LTV (10 year value) per customer = $1627 $Hims LTV to CAC ratio measured quarterly ๐" [X Link](https://x.com/Agrippa_Inv/status/1697649577929716233) 2023-09-01T16:36Z [---] followers, [----] engagements "Analysis ๐ค Under any regular business circumstances these metrics are very solid. They demonstrate $hims ability to effectively turn marketing costs into future monetary value. Yes the company has high churn over the first year however that levels off very quickly. Their current churn of 34% YoY is artificially high due to [--]. year subscribers making up a large part of their total subscribers - which is primarily a result of $hims tremendous growth. Once growth levels off $hims overall churn rate will level off closer to the long term average of 15%. $Hims is only [--] years old and hence its" [X Link](https://x.com/Agrippa_Inv/status/1697650591906877468) 2023-09-01T16:40Z [---] followers, [----] engagements "I'm not currently invested in $Sofi but the management team of this company did an undeniably excellent job over the last couple of years. This SA article by my buddy @Stock_Inf0 does a great job highlighting this. ๐" [X Link](https://x.com/Agrippa_Inv/status/1698679756932194519) 2023-09-04T12:49Z [---] followers, [---] engagements "@DataDInvesting You are living by the motto: Be greedy when others are fearful which is commendable Great picks ๐ฏ Im loving $ENPH & $HIMS at these valuations - great bargains ๐ $STNE also seems very cheap although Im more confident about the upside potential of the other 2" [X Link](https://x.com/Agrippa_Inv/status/1699511231390847249) 2023-09-06T19:53Z [---] followers, [----] engagements "@BrianFeroldi @safalniveshak A good rule of thumb is not to touch any hyped up newly IPOed stock for at least 1-2 years since they are almost always over valued at IPO. If anything scale in slowly" [X Link](https://x.com/Agrippa_Inv/status/1702276625407099388) 2023-09-14T11:02Z [---] followers, [----] engagements "Why $hims has a 'low' PS of 'only' 2: - SPAC hate - Tele-health hate - Misunderstood business model - High marketing to rev ratio - Relatively high SBC - Continuous insider selling (bad for investor moral) SPAC + Tele health hate is temporary and is primarily a causation of the corresponding SPAC + Tele-health bubbles of 2020/2021. The same way tech was hated after the .com bubble and look at tech now ๐ The business model will continue to get 'misunderstood' for years as people conflate their service with "selling commodities". This factor alone shouldn't drag the valuation down too much" [X Link](https://x.com/Agrippa_Inv/status/1703545568365064218) 2023-09-17T23:04Z [---] followers, [----] engagements "@fauzibasrah @himsinvestor @temerson102 Dont worry mate. The stock markets volatility is part of the game. Dont let it influence your conviction too much ๐ฏ๐ค๐ผ" [X Link](https://x.com/Agrippa_Inv/status/1703709992032100847) 2023-09-18T09:58Z [---] followers, [---] engagements "@TheManicRat Sadly this info is a bit outdated. Would be great to track month over month app performance of $hims. But I guess you'd need access to Apptopia which is mainly a B2B SaaS platform" [X Link](https://x.com/Agrippa_Inv/status/1704163977079685491) 2023-09-19T16:02Z [---] followers, [---] engagements "In a debt based global economy the 'can' needs to be kicked down the road. Money get's created via debt (banks loaning) therefore there is always more debt than money (debt = money + interest). If the money supply doesn't expand everyone with debt is screwed. After all how are you supposed to pay back your debt if there is not enough money created to pay it back We will 100% go back to QE sooner than later otherwise the debt bubble will burst & the global economy will collapse. The USA doing QT atm makes me very bullish on the USD & $DXY during the next couple of years. How are foreign" [X Link](https://x.com/Agrippa_Inv/status/1704475010994512267) 2023-09-20T12:38Z [---] followers, [---] engagements "$HIMS Reviews & App Store ranking There is reason to believe that Q3 [----] will be a blow-out quarter for $hims. This detailed thread consists of [--] parts: - Volume Increase of Reviews - App Store Performance - Negative reviews" [X Link](https://x.com/Agrippa_Inv/status/1704542852611719388) 2023-09-20T17:07Z [----] followers, 18.1K engagements "$Hims Volume increase in reviews (1/3) ๐ There has been a significant increase in the volume of reviews on Trustpilot App Store & Google Play Store for both the Hims platform & the Hers platform. Note that September data was recorded within the last [--] days. Also note that" [X Link](https://x.com/Agrippa_Inv/status/1704543366309113983) 2023-09-20T17:09Z [---] followers, [--] engagements "$Hims Volume increase in reviews (2/3) ๐ Imo this increase in volume could be contributed to [--] possible reasons: ๐ Seasonality ๐ Fake Reviews ๐ Marketing tactics ๐ Increase in Demand I will analyze each of these possibilities in the following paragraphs โ 1" [X Link](https://x.com/Agrippa_Inv/status/1704544335931523528) 2023-09-20T17:13Z [---] followers, [--] engagements "$Hims Volume increase in reviews (3/3) ๐ [--] Marketing tactics = โ I think that Marketing Tactics is one of the more likely reasons for the recent uptick in reviews. I noticed that in years prior to [----] some months had unusually high spikes in review counts. This tells me that $hims most probably sent out emails to their customers asking for a review on Trustpilot. I think its possible that $hims is sending out these emails more frequently nowadays - leading to more reviews on Trustpilot. This however doesnt explain the uptick in written App / Play Store reviews - unless $hims is sending out" [X Link](https://x.com/Agrippa_Inv/status/1704545318145253805) 2023-09-20T17:17Z [---] followers, [----] engagements "$Hims Negative Reviews () โ Finally I want to briefly bring up the significance of bad reviews regarding $hims. If you browse on Hims Subreddit or Trustpilot page you can easily find tons of negative reviews & comments. A lot of $hims investors have high expectations for the company & dont stomach the negative reviews However lets bring this issue into context. As good as ALL subscription based B2C companies struggle with negative reviews on Trustpilot many of which are related to payment disputes. Online platforms as a whole generally struggle with negative reviews. ๐ค Check out the" [X Link](https://x.com/Agrippa_Inv/status/1704547029819736151) 2023-09-20T17:24Z [----] followers, [----] engagements "$Hims Negative Reviews (2/2) Its also worthwhile pointing out that @wearehims responds to ALL of their negative Trustpilot reviews in a timely manner. Fun Fact: In June & July of this year $hims replied to ALL previous negative reviews that haven't been replied to - even" [X Link](https://x.com/Agrippa_Inv/status/1704547916508184759) 2023-09-20T17:27Z [---] followers, [--] engagements "All this FUD about "Wall Street didn't like the $hims Q2 results" is such bs ๐ Here are the receipts ๐ Today: Notice a trend Retail ownership continues to slide while Institutions are picking up those shares ๐ . retail always fumbling the bag nothing new ๐ฅฑ" [X Link](https://x.com/Agrippa_Inv/status/1704645931059294313) 2023-09-20T23:57Z [----] followers, [----] engagements "@Stock_Inf0 @Fibonacci_TA @aletechview @lukas2023_lukas @himsinvestor @RafaelA46932951 @Movni5 @Samuel947117225 @XFINANCE411 Great TA I have a similar set up. I'm currently eying the $6-$5.7 zone for a potential $hims reversal. Solid trend line + 50% major fib level" [X Link](https://x.com/Agrippa_Inv/status/1705351407405015271) 2023-09-22T22:40Z [---] followers, [--] engagements "@Samuel947117225 I disagree. I believe their car business alone will do a 10x by the early 2030s. Besides that $TSLA has one of the strongest product pipelines in history with FSD Energy Tesla Bot Cybertruck Compact car" [X Link](https://x.com/Agrippa_Inv/status/1706668874211717273) 2023-09-26T13:55Z [---] followers, [---] engagements "@Samuel947117225 I agree with the "safety" aspect though. Imo $TSLA has the best risk/reward ratio in the stock market atm. While I believe $Hims has more upside potential over the next [--] years $TSLA is just much safer with a bit less upside" [X Link](https://x.com/Agrippa_Inv/status/1706669690154860980) 2023-09-26T13:58Z [---] followers, [---] engagements "@AndrewDudum @TDCowenResearch Awesome interview Lots of great insights about your AI initiatives & long term vision for $hims. You had some very well articulated answers I wouldnt be surprised to see you at Joe Rogans podcast one day ๐" [X Link](https://x.com/Agrippa_Inv/status/1707400474771517655) 2023-09-28T14:22Z [---] followers, [---] engagements "I'm excited to share that I've joined the team for @Stock_Inf0's new Substack project. I'm in the process of writing an in-depth 'mega article' on $hims.๐ฅ You will be able to access it for free on the Substack page a few days before the Q3 Earnings Call. I'll regularly post detailed articles on investment topics that interest me on this Substack. โ If this interests you check out the link below to see a brief overview of the Substack and its authors ๐ Cheers ๐ฏ" [X Link](https://x.com/Agrippa_Inv/status/1709279864023306466) 2023-10-03T18:50Z [---] followers, [----] engagements "@Stock_Inf0 It even went as low as [--] yesterday ๐. Great buying opportunity imo" [X Link](https://x.com/Agrippa_Inv/status/1709603700610568570) 2023-10-04T16:17Z [---] followers, [--] engagements "How MedMatch will help define the MOAT of $hims ๐ฐ Many critics point to $hims ' lack of moat and non-existent competitive differentiation. In this post I highlight $hims ' current value proposition & explain how their new AI initiative MedMatch will cement the companys MOAT. $Hims value proposition is three-fold: ๐ CONVENIENCE: Customers receive both the prescription and the product from the comfort of their home. The subscription model plays into this - customers no longer have to take care of their refills as this is managed automatically. ๐ UNIQUE PRODUCT FORMULATIONS: $Hims brings to" [X Link](https://x.com/Agrippa_Inv/status/1709643749892960560) 2023-10-04T18:56Z [----] followers, 14.4K engagements "@JasonAmareld Yeah same here. Most people dont understand the concept of a Moat. They think moats are solely created by patents and IP. $TSLA is proving that sheer execution & operational excellency is one of the best moats of all time. $Hims is similar in that regard" [X Link](https://x.com/Agrippa_Inv/status/1709697669365469267) 2023-10-04T22:31Z [----] followers, [---] engagements "@Stock_Inf0 @FrisoAlenus @steelandquill Glad to see $ENPH on the list ๐ช๐ผ" [X Link](https://x.com/Agrippa_Inv/status/1710389987726741971) 2023-10-06T20:22Z [---] followers, [---] engagements "@wealthhealthon1 @alc2022 @temerson102 @mk12856907 @michaelnuovo @JonahLupton So why is no one doing it then Why isn't Roman doing it or $AMZN or $COST You think compounding custom made formulations at mass is that easy huh ๐ You didn't even know the difference between $hims & Roman ๐. Next time do better due diligence before shorting a stock" [X Link](https://x.com/Agrippa_Inv/status/1711852444127302012) 2023-10-10T21:13Z [---] followers, [---] engagements "@wealthhealthon1 @Samuel947117225 @mk12856907 @alc2022 @temerson102 @michaelnuovo @JonahLupton @peterthiel $hims is not optimizing for op income though ๐ Its putting back most of it gross profit into marketing - thats why its growing so much ๐คช Text book hyper growth strategy" [X Link](https://x.com/Agrippa_Inv/status/1712074904344891420) 2023-10-11T11:57Z [---] followers, [---] engagements "Nah these takes are getting too ridiculous ๐ The Dunning-Kruger effect is strong in this one. Before you read this post check out the post Im quote-retweeting. ๐ The side effects of finasteride (for hair loss) are well known yet happen incredibly rare. You cant treat hair loss without using either finasteride or dutasteride. Dutasteride is even stronger with worse sides. The side effects of these meds include decreasing libido levels and causing ED issues. These meds are so effective in treating hair loss because they reduce your DHT levels a form of testosterone. Hair loss is caused by" [X Link](https://x.com/Agrippa_Inv/status/1714808400624656530) 2023-10-19T00:59Z [---] followers, [----] engagements "@IanStockport @MatchasmMatt yeah but the main advantages of micro-inverters is that if one panel breaks down it doesnt affect the entire system. Whereas with traditional string inverters it would. $Enph micro-inverters usually also have longer warranties" [X Link](https://x.com/Agrippa_Inv/status/1715320263049367848) 2023-10-20T10:53Z [---] followers, [--] engagements "@FrameworkWisely @presidential01 @BTDenominator I believe @BTDenominator did a video on this stock recently & concluded it was too (heart) heavy of a sector to delve into due to the nature of the business model" [X Link](https://x.com/Agrippa_Inv/status/1715832824807280931) 2023-10-21T20:49Z [---] followers, [--] engagements "Interesting business model & very impressive growth over the past [--] quarters. But the valuation is too rich imo with a PS of [--]. - It only started growing topline properly within the past [--] years which is not enough time for me. - it has a lot of debt for its size & is still deeply cash flow negative. - Dilution is also pretty big. I could live with that if at least cash flow wasnt that negative still. - gross margins a pretty good at 70% tho. Overall imo the valuation is too rich for what it offers. Without the debt a bit less dilution & a couple more years of impressive growth I could" [X Link](https://x.com/Agrippa_Inv/status/1715836287612047622) 2023-10-21T21:03Z [---] followers, [---] engagements "Most high growth tech companies are not profitable yet have valuations 10x the one of $hims. Im referring to the likes of $Net $Crwd $ZS $MDB $snow and even $pltr. $Hims has better gross margins & equal if not higher growth than all of these companies. Sure these are holly SaaS companies so you might argue they deserve a higher valuation - but a 10x higher valuation I doubt you would make that point. And yes you can make the argument that all of the companies I referred to are themselves over valued. But claiming $hims is fairly valued at a PS of [----] with 80% gross margins and a revenue CAGR" [X Link](https://x.com/Agrippa_Inv/status/1718734012376555773) 2023-10-29T20:58Z [---] followers, [----] engagements "$Hims Mega Article ๐ I just published a very comprehensive article on $Hims covering the company from A-Z (link below) ๐ In the making of this article I went through every EC Transcript News and interviews related to Hims & Hers. After digging this deep I for one got even more bullish on $hims and its growth potential. It's a very long 'article' (more like a report) but I think even seasoned $hims investors can get value out of it. Tons of gems in here ๐ I want to give a special S/O to my friend @Stock_Inf0 who not only let me publish it on his awesome Substack page but who also helped" [X Link](https://x.com/Agrippa_Inv/status/1721152779412963815) 2023-11-05T13:09Z [----] followers, 15.2K engagements "Fantastic Q3 results for $Hims ๐ My Key Takeaways are: - Impressive margins improvements โ - Stabilising QoQ revenue growth โ - Reaccelerating subscriber growth โ - Amazing Q4 guidance ๐ฅ They reduced prices of up to 20-30% for certain subscriptions & still increased gross margins to a staggering 82.6% ๐คฏ Meanwhile 80% of Q3 orders were fulfilled by affiliated pharmacies up from 70% in Q2. The efficiency & incredible operational execution is something to behold ๐ฏ Here are some interesting charts ๐ Congrats to CEO @AndrewDudum COO @hollandbaird and the rest of the @wearehims team ๐" [X Link](https://x.com/Agrippa_Inv/status/1721665090968051827) 2023-11-06T23:05Z [----] followers, [----] engagements "$Hims announced to be GAAP profitable as early as Q4 [----] or H1 [----] ๐ What growth company is growing 9% QoQ announced GAAP profitability in the near term share buy backs 83% gross margins all while trading at a PS of [---] " [X Link](https://x.com/Agrippa_Inv/status/1721679488940159110) 2023-11-07T00:02Z [----] followers, 13.1K engagements "@perhub1 @ChicanoInvestor Spot on๐ฏ Im also amazed by Q4 guidance. Very impressive revenue growth re-acceleration" [X Link](https://x.com/Agrippa_Inv/status/1721819097652986043) 2023-11-07T09:17Z [---] followers, [--] engagements "@uzocapital I always wondered that too. But $hims management guiding for GAAP profitability while simultaneously guiding for accelerating revenue growth - is something to behold of. ๐" [X Link](https://x.com/Agrippa_Inv/status/1721822445693280380) 2023-11-07T09:30Z [---] followers, [---] engagements "Bought an additional [----] shares of $hims โ Had to let go of some cheap $enph. Total $Hims shares: 36000" [X Link](https://x.com/Agrippa_Inv/status/1721903914008904183) 2023-11-07T14:54Z [---] followers, [----] engagements "@Raul_DSF How is $hims growth slowing $Hims growth literally went up QoQ and is guided to accelerate in Q4. If you only look at YoY growth you are lost my friend. YoY growth is down because of PAST quarters slowdowns in growth" [X Link](https://x.com/Agrippa_Inv/status/1721944878555234720) 2023-11-07T17:37Z [---] followers, [---] engagements "@Anthonycleary2 @AndrewDudum Just that $SHOP at the time had 55% gross margins while $hims has 83% if anything $hims should have a higher market cap than $SHOP had in [----] - but nope $hims is 12x cheaper" [X Link](https://x.com/Agrippa_Inv/status/1722001549759594679) 2023-11-07T21:22Z [---] followers, [---] engagements "$Hims Myth Busting #1 I see a lot of retail investors still complaining about high marketing costs some of them even try to make the point that marketing costs are out growing revenue - which is simply NOT true โ Check out the yellow line ๐ Marketing as % of revenue stayed flat since IPO. Moreover as the $hims management team is eyeing GAAP profitability in H1 [----] this metric is set to DECREASE very soon โ " [X Link](https://x.com/Agrippa_Inv/status/1722239096943522052) 2023-11-08T13:06Z [----] followers, [----] engagements "$Hims - Revenue Growth Slowdown ๐ค There is a lot of confusion about $hims revenue growth slowing down. Yes YoY growth is slowing down at 'only' 56.5% - but that's because of the growth slowdown of PAST quarters. Q3 QoQ revenue growth is flat / slightly up at 9.04%. I'm expecting Q4 revenue to re-accelerate to 10% QoQ๐. Management is guiding Q4 revenue to be $245.5 million at the mid point representing QoQ growth of 8.3%. However since IPO $hims ALWAYS exceeded their guided revenue midpoint. If we take a conservative assumption of $hims beating the midpoint of guidance by 'only' 2% then Q4" [X Link](https://x.com/Agrippa_Inv/status/1722321737851814393) 2023-11-08T18:34Z [----] followers, [----] engagements "Yes I agree good observation. I believe CAC will come down over time via excellerated growth on new verticals such as the entire Hers platform & weight-loss. There is a limit on how much you can grow in every given market. And I think $hims is slowly reaching this limit for hair-loss & ED hence their marketing spend does not have the same impact within these categories anymore (imo). But as Hers & mental health is growing very rapidly (100% yoy) & weight-loss on the horizon CAC should come down quite a bit in 2024" [X Link](https://x.com/Agrippa_Inv/status/1723102680090902639) 2023-11-10T22:17Z [---] followers, [---] engagements "$Hims Base Case in [--] years = 27.6x ๐ Assumptions: ๐ Hims grows at a 10y CAGR of 20% (6.2x of current rev) ๐ Gross Margin decline to 75% from 83% (now) ๐ CAC goes down by 20% ๐ YoY Churn goes down from 31.5% (now) to 25% ๐ Basic share count dilution is going to total 15% ๐ R&D as a % of Revenue is going to go from 5.41% (now) to 5% ๐ Operations & Support as a % of Rev. is going to go from 13.94% (now) to 12% ๐ General & Administration as a % of Rev. is going to go from 15.84% (now) to 10% ๐ Subscriber Count is going to grow slightly less than Rev. (19% CAGR) due to cross selling ๐" [X Link](https://x.com/Agrippa_Inv/status/1724165226759634987) 2023-11-13T20:39Z [----] followers, 24.6K engagements "@Torbo122 Bull case at 20% CAGR ๐ Idk mate $hims is currently stabilising at a QoQ growth rate of 9-10%. Thats without weight-loss & other future market expansions. I can easily see $hims growing at a CAGR of 25-30% & trading at a PE of 70-100. Remember $enph peaking at a PE of 300" [X Link](https://x.com/Agrippa_Inv/status/1724174356060803483) 2023-11-13T21:16Z [---] followers, [---] engagements "$Hims App & Website Flaws ๐ โ This post is specifically directed to @AndrewDudum @hollandbaird @DanBatten and the rest of the @wearehims Team. In this thread I will highlight [--] flaws that should be rectified ASAP as they could undermine the user experience & lead to great frustration for customers. Special thanks to @RafaelA46932951 & @hypergrowth102 who helped me verify that these flaws are not isolated incidents. Refer to the posts below (Screen Recordings)๐" [X Link](https://x.com/Agrippa_Inv/status/1725246553718136868) 2023-11-16T20:16Z [---] followers, [----] engagements "1) Weight Loss Program Bug (App) โ Both the Hims & the Hers App get stuck when filling out the questionnaire related to the weight loss program. It seems like this bug is present on both the IOS & the Android. After filling out one of the final questions specifically the question related to your weight & height the app fails to load the next questions and gets stuck. Closing the tab or restarting the app doesnt help - it always gets stuck at the same spot ๐" [X Link](https://x.com/Agrippa_Inv/status/1725246788490174482) 2023-11-16T20:17Z [---] followers, [----] engagements "Why $hims is going to smash their [----] guidance ๐ฅ In this post Ill explain why $hims will smash its [----] revenue guidance of $1.2b. To argue my point Ill share some insights released in the most recent earnings call. Currently $hims is making $227 million in revenue per quarter (as of Q3). Management is guiding for $245.5 million in revenue in Q4 at the midpoint. $Hims always exceeds its own guidance by a minimum of 2.5% (from midpoint) hence its reasonable to assume $hims will generate at least $250 million in revenue in Q4. With no material seasonality affecting $hims financial performance" [X Link](https://x.com/anyuser/status/1728505094646214740) 2023-11-25T20:05Z 25.1K followers, 18.4K engagements "@EmilVbf @JayTrading_Loot Before weight-loss but in that same statement they specified that weight loss is part of the new category releases which arent accounted for in the [----] guidance" [X Link](https://x.com/Agrippa_Inv/status/1728712074430439915) 2023-11-26T09:47Z [---] followers, [--] engagements "@BaumgarteMarkus Wow these are very optimistic expectations Weight loss would have to be an instant home-run for $hims to reaccelerate growth to that extend. I see it less likely but I hope you are right" [X Link](https://x.com/Agrippa_Inv/status/1728778663682793809) 2023-11-26T14:12Z [---] followers, [---] engagements "First Bank of Americas endeavour list now TD Cowen ๐ $Hims seems to be getting some well deserves recognition from WS as of late Now Jonna Kim (the TD Cowen analyst) doesnt really have the best track record ๐ But its still nice to see her pick $hims as one of her top [----] picks. My [----] price target for $hims is $25-$30. Imo the current fair value of this stock is $25. IF $hims shows success with its weight-loss offering & gets to GAAP profitability in Q4 or Q1 $hims could be pushing ATHs as early as H1 [----] imo" [X Link](https://x.com/Agrippa_Inv/status/1734655123522003015) 2023-12-12T19:23Z [----] followers, [----] engagements "@hypergrowth102 $Hims is the only stock I could confidently say has the potential to 3x in value over the next 6-8 months. This stock just has so many catalysts GAAP profitability new product launches weight-loss gross margin expansion. all while trading at a rediculous multiple" [X Link](https://x.com/Agrippa_Inv/status/1734710184079954086) 2023-12-12T23:01Z [---] followers, [---] engagements "Markets are about to go absolutely ballistic ๐ If you ask me H1 [----] is going to be a banger for stocks & crypto. Be honest do you agree with that sentiment ๐ค๐ญ Nope โ Yes ๐ฅ Nope โ Yes ๐ฅ" [X Link](https://x.com/Agrippa_Inv/status/1735028090223431906) 2023-12-13T20:05Z [----] followers, [----] engagements "@Stock_Inf0 Thanks for the updates ๐๐ผWhats the reason for the termination of the $adbe figma merger" [X Link](https://x.com/Agrippa_Inv/status/1736807911148630496) 2023-12-18T17:57Z [---] followers, [---] engagements "@Stock_Inf0 @RafaelA46932951 As of Q3 $Hims is cash flow positive even when accounting for SBC. Not on a TTM basis though. But the trend is clearly pointing towards $hims growing its cash flows faster than its SBC" [X Link](https://x.com/Agrippa_Inv/status/1737800742927314982) 2023-12-21T11:42Z [---] followers, [---] engagements "@hypergrowth102 @elonmusk @WholeMarsBlog 6.6x actually. And thats based on todays value of Apple & Aramco not the value these companies will have in [--] years. Might be a 10x by that time" [X Link](https://x.com/anyuser/status/1741185622251860316) 2023-12-30T19:52Z [--] followers, [--] engagements "Solid break-out and +10% move for $hims today ๐ It amazes me how most Wall Street analysts still expect $hims to have negative GAAP earnings in [----]. Hims' CFO Yemi Okupe made it very clear that the company could be profitable as early as Q4 [----] and surely by H1 [----]. With a consistent track record of not just meeting but beating its own guidance I wouldn't bet on $hims missing its GAAP profitability targets. Yahoo Finance: Y-Charts: Simply Wallst. No matter what stock screener you look at no forecast displays positive GAAP earnings in [----]. I know that a LOT of investors use these type of" [X Link](https://x.com/Agrippa_Inv/status/1742331439314505827) 2024-01-02T23:46Z [----] followers, [----] engagements "Amazing Quarter by $hims ๐ฅ Hitting profitability for the [--]. time while being such a young company & growing at this pace is remarkable While their top-line came in a bit shallow (still beating guidance but I expected a bigger beat) their Q1 revenue guidance is stellar - guiding for 10% qoq top-line growth. Moreover their [----] guidance of 1.2b in revenue & [---] million in adjusted EBITDA indicates that $hims will continue to grow rapidly AND expand their net margins simultaneously . Remember when wall-street consensus was for $hims to hit $1.2b in revenue & become profitable by [----] Well these" [X Link](https://x.com/Agrippa_Inv/status/1762297106818060702) 2024-02-27T02:02Z [----] followers, 10.4K engagements "@ChicanoInvestor @wearehims $Hims is crushing Roman one of their (if not THE) closest competitor. Their personalised offering proofs to be a formidable moat ๐" [X Link](https://x.com/Agrippa_Inv/status/1762428784802754779) 2024-02-27T10:45Z [----] followers, [----] engagements "Fantastic Article Couldnt have said it any better ๐ Every $Hims investor should have a look at it - its excellent @riyadosofian made the case for a $28 price target using very conservative estimations. Soon I will make another mega post about my [----] price targets. My new $HIMS article is finally out Here I address the companys Q4 results CAC guidance valuation and more. This one took a while to write so if you could do me a favor please give this post a like and retweet :) Enjoy https://t.co/8RibOglkfZ My new $HIMS article is finally out Here I address the companys Q4 results CAC guidance" [X Link](https://x.com/Agrippa_Inv/status/1763280868955615458) 2024-02-29T19:11Z [----] followers, [----] engagements "@SchweizerEmu @hypergrowth102 Lol ๐ $hims would be at $200 if it had the same PS as $pltr" [X Link](https://x.com/Agrippa_Inv/status/1764602388353098195) 2024-03-04T10:42Z [---] followers, [---] engagements "@Stock_Inf0 @elonmusk Not necessarily $tsla cut prices recently by $1k for a limited time (1 month) to even-out the order flow for the quarter which helps Tesla to reduce costs" [X Link](https://x.com/Agrippa_Inv/status/1768940787977347522) 2024-03-16T10:02Z [---] followers, [--] engagements "@Stock_Inf0 Without a question $TSLA ๐ at least 10t market cap" [X Link](https://x.com/Agrippa_Inv/status/1772646111691305422) 2024-03-26T15:25Z [----] followers, [---] engagements "$CLSK - my next 10-15x investment ๐ I recently took profits on the vast majority (90%) of my $hims position and moved these funds into #BTC & $CLSK. In this thread Ill go into why I sold $hims for $CLSK & lay out my investment case for this stock" [X Link](https://x.com/anyuser/status/1772719461604171808) 2024-03-26T20:17Z 25.1K followers, 166.5K engagements "Part 1: Why I took profits on $hims ๐ฐ Part 2: Why I'm bullish on #BTC Part 3: $CLSK - Investment Case โ Part 4: $CLSK - Metrics & Price Target ๐" [X Link](https://x.com/Agrippa_Inv/status/1772719464426930456) 2024-03-26T20:17Z [----] followers, [----] engagements "Why I took profits on $hims ๐ฐ As of writing this I own 15.3k shares of $CLSK at an average price of $16.9 and [---] #BTC at an avg. price of $42.6k. Additionally I also still hold 4k $hims shares and 1k $TSLA shares. I have sold the majority of my $hims position and locked in an easy 2x on that investment. Dont get me wrong Im still very bullish on $hims & think this stock has 10-15x potential from here over the next 7-10 years. $Hims is still thriving and they provided excellent guidance during the last EC. I estimate $hims to reach $25-30 this year. However Im not married to one stock alone" [X Link](https://x.com/Agrippa_Inv/status/1772719466477973657) 2024-03-26T20:17Z [----] followers, [----] engagements "Why Im bullish on #BTC CleanSpark is arguably the best publicly traded Bitcoin mining company. To be bullish on $CLSK means being bullish on $BTC . If you dont believe in the value proposition of $BTC then this investment isnt for you. ๐ My $BTC price target for [----] is 250-300k. ๐ If you are not sold on Bitcoin think it doesnt have any intrinsic value or are general very skeptical about this asset I would highly recommend you to dig a bit deeper. Check out the Bitcoin related content published by @invest_answers (especially on YT) @BTDenominator @BobLoukas @100trillionUSD and listen to the" [X Link](https://x.com/Agrippa_Inv/status/1772719470068326660) 2024-03-26T20:17Z [----] followers, [----] engagements "$CLSK - Investment Case โ As I previously stated $CLSK is arguably the best publicly traded mining company. Investing in $CLSK is a leveraged play on $BTC itself. In the following parts I will lay out why I believe this stock is set to do a 10x over the coming [--] months. ๐ Before CleanSpark began mining Bitcoin (Dec. 2020) the company was deeply involved in the energy sector specifically focusing on the development of microgrids and distributed energy systems. CleanSpark's background in energy systems especially in microgrids and distributed energy gives it a unique cost advantage in the" [X Link](https://x.com/Agrippa_Inv/status/1772719474468168064) 2024-03-26T20:17Z [----] followers, [----] engagements "$CLSK Metrics & Price Target ๐ (1/2) In this part I'll explain my rationale for a price target of $200-250$ over the next 8-12 months (10x increase from current prices). Imo the best way to value a $BTC miner is in their ability to grow its $BTC per share. ๐ Bitcoin mining companies often dilute their shares to fund growth or maintain operations. It's vital to monitor the total share count relative to their $BTC holdings aiming for an upward trend in $BTC per share. This provides a leveraged play on Bitcoin; If BTC per share - a measure reflecting the amount of BTC held per company share -" [X Link](https://x.com/Agrippa_Inv/status/1772719478553366894) 2024-03-26T20:17Z [----] followers, [----] engagements "$CLSK Metrics & Price Target ๐ (2/2) Looking at $CLSK s production trajectory I estimate their $BTC holdings to reach at least [-----] $BTC by the end of [----]. However accounting for potential dilution of 25% its $BTC per share could do a 1.9x increase. Calculation: ๐ (10000 BTC / [---] mill shares) = [----------] ๐ Current BTC per share = [----------] ๐ [----------] / [----------] = [---] However there is one more variable to account for I call it the valuation multiplier i.e. the premium multiple you are paying per share. To illustrate this concept checkout this table: ๐ The multiplier is calculated" [X Link](https://x.com/Agrippa_Inv/status/1772719482286276835) 2024-03-26T20:17Z [----] followers, 10.1K engagements "Thanks mate Great question ๐ฏ $MSTR has an excellent track record of growing its BTC per share. However I believe that $CLSK s BTC per share growth will handily outpace the one of $MSTR. Thereby at these prices I think $CLSK has higher upside this bull run. $MSTR is the safer bet long-term though" [X Link](https://x.com/Agrippa_Inv/status/1772727828515016734) 2024-03-26T20:50Z [----] followers, [----] engagements "@MarketMaestro1 $CLSK is easy money at these prices ๐" [X Link](https://x.com/Agrippa_Inv/status/1772729207732236679) 2024-03-26T20:55Z [----] followers, [---] engagements "@Jojo67706263 Its very high indeed but certainly realistic imo. If $BTC continues to rally (which I believe it will) then $CLSK will have very strong earnings throughout the year thanks to the new accounting standard" [X Link](https://x.com/Agrippa_Inv/status/1772744986544505056) 2024-03-26T21:58Z [----] followers, [---] engagements "@quandou666 Well my bear case for $CLSK is $75 and my base case is $200 over the next 8-12 months. So yes imo these are still very attractive prices. Personally I entered my position last week. CleanSparks execution is stellar however if $BTC doesnt perform - $CLSK wont either" [X Link](https://x.com/Agrippa_Inv/status/1773016391177601081) 2024-03-27T15:57Z [----] followers, [---] engagements "@ivandang13 Thank you so much sir ๐I really appreciate the kind words. Im glad you liked the post. ๐ฏ" [X Link](https://x.com/Agrippa_Inv/status/1773074138757759167) 2024-03-27T19:46Z [----] followers, [---] engagements "Very interesting video about $CLSK. Anyone interested in this $BTC mining stock should have a look at it. @BTDenominator is making the case that $CLSK is very undervalued relative to this years earnings potential. Is CleanSpark Overvalued The Best Bitcoin Miner (CLSK Stock Analysis) https://t.co/V3uIvgtN6L $CLSK #CleanSpark Is CleanSpark Overvalued The Best Bitcoin Miner (CLSK Stock Analysis) https://t.co/V3uIvgtN6L $CLSK #CleanSpark" [X Link](https://x.com/Agrippa_Inv/status/1775616058717532493) 2024-04-03T20:07Z [----] followers, [----] engagements "@BTDenominator Yes I saw ๐ I always enjoy your #BTC related content. I think general interest in $BTC & bitcoin related equities is slowly coming back. Google trends data relating to #BTC is slowly ticking up albeit still relatively low in comparison to prior cycles. ๐" [X Link](https://x.com/Agrippa_Inv/status/1775623282747662503) 2024-04-03T20:35Z [----] followers, [---] engagements "@marianWilon @BTDenominator The more negativity I see the more bullish I get on $CLSK. The ATM looked ugly right after the insider sales. However I'm certain that management will use these proceeds very strategically post-halving. $CLSK is easy money at these prices ๐" [X Link](https://x.com/Agrippa_Inv/status/1775625957761528305) 2024-04-03T20:46Z [----] followers, [---] engagements "Just bought an additional [----] shares of $CLSK โ Total shares: [-----] Cost basis: $16.60 $CLSK is easy money at these prices ๐" [X Link](https://x.com/anyuser/status/1776347665829347781) 2024-04-05T20:34Z 25.1K followers, 34.9K engagements "@jondew990 Easy 10x I would say ๐คท๐ปโ" [X Link](https://x.com/Agrippa_Inv/status/1776352076169138420) 2024-04-05T20:51Z [----] followers, [----] engagements "@Happyjuss Its not necessarily better. $MSTR is arguably a safer pick long-term but I prefer $CLSK over the short-medium term since its higher beta (higher leveraged play on $btc). Im assuming that $CLSK will out-perform $MSTR over the short-medium term (remainder of this cycle)" [X Link](https://x.com/Agrippa_Inv/status/1776645224418115673) 2024-04-06T16:16Z [----] followers, [---] engagements "@WheelSpin_FuelS Ill soon make multiple posts highlighting data about all the top $BTC mining companies & compare them to each other. In those posts I will articulate why I think that $CLSK the best choice is" [X Link](https://x.com/Agrippa_Inv/status/1776725929219211508) 2024-04-06T21:37Z [----] followers, [---] engagements "#BTC - Miner Comparison โ In this mega-thread I'll compare the top $BTC mining companies on several key metrics over time (late [----] - present). ๐ฌ Key Metrics: $BTC mined - HODL - Hash Rate- Market Share Miners: $CLSK $MARA $RIOT $BITF $CIFR $WULF $IREN $HUT $HIVE $CORZ" [X Link](https://x.com/Agrippa_Inv/status/1778907227098620308) 2024-04-12T22:05Z [----] followers, [----] engagements "#BTC mined - Miner Comparison Analysis ๐ $BTC mined is arguably the most important metric to track. Its the bread & butter of this industry. As a growth investor Im looking for companies with a solid track record of being able to grow their topline (in this case measured in $BTC). โ Imo there are [--] clear winners on that front - thats $CLSK and $MARA followed by $WULF. ๐ While $MARA narrowly outgrew $CLSK since the start of [----] $CLSK performed better recently (over the past 8-10 months) - a trend thats also noticeable in the other metrics. CleanSparks growth also appears to be more smooth" [X Link](https://x.com/Agrippa_Inv/status/1778907233805300016) 2024-04-12T22:05Z [----] followers, [---] engagements "#BTC HODL - Miner Comparison Analysis ๐ Since I expect $BTC prices to continue rising over the coming 10-12 months I like to see $BTC miners with a growing HODL balance. ๐ Clearly the miner with the most impressive HODL growth performance is $CLSK. This miner increased its HODL balance from [---] $BTC in February [----] to over [----] $BTC within just [--] months - all self-mined (no $BTC was bought). ๐ This is a result of excellent execution & having one of the lowest costs to mine. $CLSK also has been very strategic with its HODL strategy. As you can see on the [--]. chart CleanSpark was the first" [X Link](https://x.com/Agrippa_Inv/status/1778907237445980402) 2024-04-12T22:05Z [----] followers, [---] engagements "@lifttraveltrade I gave $MARA a lot of credit. Im not downplaying anything Im just critiquing their uptime issues. I would be more bullish on $Mara if it wasnt for this issue + their incredible high post-halving cash cost per BTC ($47k)" [X Link](https://x.com/Agrippa_Inv/status/1778916285159448874) 2024-04-12T22:41Z [----] followers, [---] engagements "@SaudTweet @HIVEDigitalTech $HIVE us growing too slow for me. Their hash rate is pretty much growing at the same pace as the industry resulting in market share staying flat over the years. I like to invest in insustry leading companies that increase market share over time $Hive isnt doing that" [X Link](https://x.com/Agrippa_Inv/status/1779041747374366950) 2024-04-13T06:59Z [----] followers, [--] engagements "Just purchased 5.5k additional shares of $CLSK โ Total shares: 24.3k $CLSK at these prices is like picking up money off the street ๐ฐ just too easy" [X Link](https://x.com/anyuser/status/1780603541847187697) 2024-04-17T14:25Z 25.1K followers, 25.3K engagements "@MrTeslaX My plan is to hold $CLSK until Q1 [----] (latest) & sell at a price target of $200. I might sell a portion of it earlier already. However if for whatever reason I completely miss the exit point or $BTC crashes badly I'm confident enough to hold the stock over the long run" [X Link](https://x.com/Agrippa_Inv/status/1780632097067069712) 2024-04-17T16:19Z [----] followers, [---] engagements "My timeline is based on when I believe $BTC might top. I think too many people are expecting a standard cycle with $BTC topping some time in late [----]. This bull market started well before the halving event which is not typical. Thereby I believe $BTC will prob top some time before most peoples expectations. On the other hand There are quite a lot or people calling for a left-transcended cycle and a top sometime in [----]. My Q1 [----] aims to be in the middle of these [--] camps & thereby resulting in most folks being caught off guard (as the market likes to do so often). But I admit that my" [X Link](https://x.com/Agrippa_Inv/status/1780634817761083679) 2024-04-17T16:29Z [----] followers, [---] engagements "Is $CLSK about to top $MARA & $CORZ in operating hash rate ๐ค Imo its just a question of time $CLSK recently exercised their options to acquire an additional 100k Bitmain S21 Pro miners - adding [----] EH/s to their fleet over the coming 8-10 months" [X Link](https://x.com/Agrippa_Inv/status/1780657590151663653) 2024-04-17T18:00Z [----] followers, [----] engagements "$CLSK with an unprecedented HODL growth over the past [--] year ๐ Notice how $CLSK was the only mining firm that strategically reduced their $BTC holdings at the top of the [----] bull market - reinvesting these funds into growth ๐ค $CLSK $MARA $RIOT $BITF $CIFR $HUT $HIVE $CORZ" [X Link](https://x.com/Agrippa_Inv/status/1780699274332033412) 2024-04-17T20:46Z [----] followers, [----] engagements "Yes exactly. $CLSK is obviously tied ro $BTC. If $BTC flops $CLSK will flop even harder. But even if $BTC were to crash tmr I would still hold on to my shares (contingent on managements performance ofc). They have the lowest cost to mine so if $BTC dropps $CLSK would suffer - but other miners would suffer more (thus leading to $CLSK increasing its market share). Btw Im planning on going all in on $TSLA if my $btc + $clsk investments hit my target. I pray that $tsla prices stay in the mud for a while longer ;))" [X Link](https://x.com/Agrippa_Inv/status/1780721386375221527) 2024-04-17T22:13Z [----] followers, [---] engagements "@RockyInvest84 From what I was seeing $MARA is currently leading $CLSK in $btc production for April so I highly doubt that $CLSK is up on EH/s. They bought 100k new miners but theyll arrive in batches throughout this year" [X Link](https://x.com/Agrippa_Inv/status/1780896077937299496) 2024-04-18T09:48Z [----] followers, [---] engagements "@Chiron_Cap As you can see on the graph $RIOT s hash rate growth has been pretty weak. Thus their market share has been on a consistent decline for a while now (Ill post a chart about that later today)" [X Link](https://x.com/Agrippa_Inv/status/1780896738145923575) 2024-04-18T09:50Z [----] followers, [---] engagements "@bitcoinarch Yeah $MARA has a lot of energized hash rate in the back. If thats coming back online any time soon (which it appears is slowly happening) then $CLSK will have it hard to catch up any time soon. I still think $CLSK gets it done eventually" [X Link](https://x.com/Agrippa_Inv/status/1780922576648142966) 2024-04-18T11:33Z [----] followers, [---] engagements "@Fatih90017743 I laid out my reasoning for this price target in my pinned post. It comes down to my $BTC price expectations expected $CLSK s operating hash rate (i.e. mining capacity and earnings potential" [X Link](https://x.com/Agrippa_Inv/status/1780923303596560577) 2024-04-18T11:36Z [----] followers, [---] engagements "@bitcoinarch Too many people are expecting $CLSK to close that gap. If its too obvious it aint happening. Reminds me a lot when everyone called for the $140 gap fill on $TSLA last year & the $4.5 gap fill on $hims. Market didnt close these gaps before ripping higher" [X Link](https://x.com/Agrippa_Inv/status/1780925221647655172) 2024-04-18T11:43Z [----] followers, [---] engagements "@bitcoinarch Yeah its getting filled now [--] year later ;). I see too many positive catalysts for $CLSK too much negative sentiment & too many people calling for this gap to be filled. Therefore I doubt it will get filled (any time soon)" [X Link](https://x.com/Agrippa_Inv/status/1780931184991650170) 2024-04-18T12:07Z [----] followers, [---] engagements "Why Im balls deep into a #BTC mining stock ( $CLSK ) BEFORE the upcoming halving event. ๐ฐ๐ฏ Narrative: $BTC miners are about to lose half of their revenue therefore stay away from these stocks for a while. โ My POV: ๐ The $BTC halving will lead to less efficient miners to go offline thus reducing the global hash rate of the $BTC network (at least for a couple months). This will lead larger & more efficient $BTC miners - such as $CLSK - to increase their market share & thereby earn more of the total $BTC mining pie i.e. increase their market share. $CLSK is about to add an additional 23.4" [X Link](https://x.com/anyuser/status/1780986788468629904) 2024-04-18T15:48Z 25.1K followers, 71.6K engagements "$CLSK & $MARA are clearly ahead of the pack ๐ #BTC miners that are not consistently growing their mining figures will get smoked post halving ๐จ $CLSK $MARA $RIOT $BITF $CIFR $WULF $IREN $HUT $HIVE $CORZ" [X Link](https://x.com/Agrippa_Inv/status/1781066956054863975) 2024-04-18T21:07Z [----] followers, [----] engagements "@mortenlund89 @MariusFabry @janusPrime supports their citizens yeah by taxing the shit out of the working class & distributing that wealth to the poor via inefficient welfare programs. The dog eat dog system works so well because if you DONT work you end up on the street - best incentive for working hard" [X Link](https://x.com/Agrippa_Inv/status/1781231919146946814) 2024-04-19T08:02Z [----] followers, [--] engagements "The [----] #BTC halving is going to be remembered as an epic "BUY the rumour SELL the news event" for $BTC mining firms such as $CLSK (.just in reverse). ๐ฅ I believe the 'negative' impact of this halving event on $BTC miners is already priced in. โ ๐ It's not as if the halving event is a secret. Market participants knew years in advance (pretty much since $BTC 's inception) that there would be a halving event in H1 [----]. Thus I highly doubt that the market is that inefficient and hasn't already priced in reduced $BTC mining productivity for the publicly traded mining firms. ๐ $BTC mining" [X Link](https://x.com/Agrippa_Inv/status/1781385633027477994) 2024-04-19T18:13Z [----] followers, 15.8K engagements "@invest_answers @RockyInvest84 @redfoxryder How did you come up with that 60k figure From what I have seen from $CLSK 's Q1 report & CoinShares mining report (the one you have shared on YT) CleanSpark's BE point post-halving should be ca. 28k. How come your figure is more than 2x that ๐ค" [X Link](https://x.com/Agrippa_Inv/status/1781438117880164811) 2024-04-19T21:41Z [----] followers, [---] engagements "@redfoxryder @invest_answers I love the content of @invest_answers best alpha in the space imo. BUT I gotta disagree on this one. According to both $CLSK 's Q1 report & independent research by @CoinSharesCo $CLSK 's cash-cost & BE point should be ca. $28k post-halving. Am I missing something" [X Link](https://x.com/Agrippa_Inv/status/1781438847852618114) 2024-04-19T21:44Z [----] followers, [----] engagements "@Bob762368771970 @RockyInvest84 @redfoxryder @invest_answers $CLSK aint paying 30k in SG&A costs. For most miners electricty costs is the bulk of the cash cost" [X Link](https://x.com/Agrippa_Inv/status/1781585887542862254) 2024-04-20T07:29Z [----] followers, [---] engagements "I think I get now the discrepancy between @invest_answers 's $BTC miner BE calculation & the one of $CLSK itself or @CoinSharesCo @invest_answers uses ALL costs including depreciation & amortization costs while the other [--] entities do not include these in their calculations. Using all costs related to the business is indeed the best way to calculate BE points. $CLSK had a BE point of $40k last quarter ๐ With $CLSK scaling its hash rate to over [--] EH/s soon after the halving it's probably going to end up mining at least [---] $BTC per month. That would result in a BE point of $60-65k post" [X Link](https://x.com/Agrippa_Inv/status/1781700060188717320) 2024-04-20T15:02Z [----] followers, [---] engagements "I would only invest in #BTC miners with a consistent track record of growing their market share. ๐ Clear Winners ๐: $CLSK / $MARA / $WULF Miners: $CLSK $MARA $RIOT $BITF $CIFR $WULF $IREN $HUT $HIVE $CORZ" [X Link](https://x.com/Agrippa_Inv/status/1781705427312402623) 2024-04-20T15:24Z [----] followers, 15.7K engagements "For a number of reasons. As you probably know markets aren't rational & perfectly efficient. Investors could have anticipated the "buy the rumor sell the news" event i.e. the halving and front ran it (like I did [--] days ago by buying more $CLSK). But we shouldn't rationalize every market move as if there were [--] main reason for why assets moved up or down that day. My post makes the point that the negative effects of the halving event is already priced in - due to mining stocks being down over the past quarter or so while $BTC is up. Whether miners are up or down a couple days pre or post" [X Link](https://x.com/Agrippa_Inv/status/1781804923971117105) 2024-04-20T21:59Z [----] followers, [---] engagements "@gary_pallett The start of this year was plagued with uptime & maintenance related issues for $MARA. They heavily rely on contractors & hosts for their operations which contributes to these issues" [X Link](https://x.com/Agrippa_Inv/status/1781826383037018540) 2024-04-20T23:24Z [----] followers, [---] engagements "Sold [--] $BTC yesterday. Used that capital to buy [--] shares of $MSTR today. $MSTR did an excellent job in growing its $BTC per share over the past years thus increasing value for shareholders. It's a great leveraged play on #BTC ๐ Easy money ๐ธ" [X Link](https://x.com/Agrippa_Inv/status/1783937882685657175) 2024-04-26T19:15Z [----] followers, [----] engagements "Sold another $BTC today & bought an additional 3.7k shares of $CLSK at $16.1 โ Total $CLSK bag: 28k shares Sure the stock could go lower but in German we say schau einem geschenkten Gaul nicht ins Maul ๐ Meaning: don't look a gifted horse in the mouth ๐ด (be grateful)" [X Link](https://x.com/Agrippa_Inv/status/1786491669614825713) 2024-05-03T20:23Z [----] followers, 14.6K engagements "@Charge_Stack Perhaps they are in the process of finalizing a large acquisition thus reserving their cash. ๐คWell see next week at their EC" [X Link](https://x.com/Agrippa_Inv/status/1786493632721068500) 2024-05-03T20:30Z [----] followers, [---] engagements "@FlyBrandCEO Indeed We should love volatility though thats where the alpha lies ๐ฏ" [X Link](https://x.com/Agrippa_Inv/status/1786516493527564760) 2024-05-03T22:01Z [----] followers, [---] engagements "@tsuturrrrr @presidential01 @AndrewDudum Well said ๐ฏ @AndrewDudum shouldnt blow it up even more by addressing it in the EC. An EC is not a place to talk about some social media posts" [X Link](https://x.com/Agrippa_Inv/status/1786642348018909554) 2024-05-04T06:21Z [----] followers, [--] engagements "@TeslaPhonatic @CuriousPejjy lmao ๐you are the type of investor who would have bean bearish at Apple Google Amazon FB in the early days for being too expensive. You are missing the forrest for the trees mate" [X Link](https://x.com/Agrippa_Inv/status/1786824160301187448) 2024-05-04T18:24Z [----] followers, [---] engagements "@FruitScientist $CLSK s dilution so far has been very accretive. Im confident that $CLSK will outperform $BTC this cycle. But I agree with you. $BTC is obviously the safer investment especially over the long run - there is no debate" [X Link](https://x.com/Agrippa_Inv/status/1786857268874526731) 2024-05-04T20:35Z [----] followers, [---] engagements "@OnTheRocks27 @divinecalls Thanks to the new FASB accounting rule any public company holding $BTC on their balance sheets can mark the price increase or decrease of $BTC as profits (or losses if BTC fell in price QoQ). In other words miners such as $CLSK are making bank this bull run ๐" [X Link](https://x.com/Agrippa_Inv/status/1786859359730835463) 2024-05-04T20:44Z [----] followers, [---] engagements "@Neon68 $BTC miners are buying bitcoin they are mining it. $CLSK has the lowest cost to mine $BTC out of all publicly traded miners. Imo miners will soon catch up with btc prices. Although $CLSK is already outperforming $btc YTD" [X Link](https://x.com/Agrippa_Inv/status/1786860407694442727) 2024-05-04T20:48Z [----] followers, [---] engagements "@OnTheRocks27 @divinecalls If it was very rational stocks would move in a straight line. But they don't. Market sentiment and emotions drive the market. Yes the market is forward looking but it's often times not really good at it - that's why assets get violent up & down swings all the time" [X Link](https://x.com/Agrippa_Inv/status/1786874970032713834) 2024-05-04T21:46Z [----] followers, [--] engagements "@JayceThompson18 You think $MARA is king yet you go all in on $CLSK. Mate put the crack pipe down ๐ April fools was over a month ago" [X Link](https://x.com/Agrippa_Inv/status/1787962600124543107) 2024-05-07T21:47Z [----] followers, [----] engagements "@JayceThompson18 ๐ You are too emotional mate. Cant be flip flopping that much in this game. Dont get me wrong Im very bullish on $CLSK. But just yesterday you were holding $MARA till $100 & today u are saying it will go to $0. Cant take you serious anymore โ" [X Link](https://x.com/Agrippa_Inv/status/1787963856330834049) 2024-05-07T21:52Z [----] followers, [----] engagements "@CleanSpark_Inc Bravo ๐" [X Link](https://x.com/Agrippa_Inv/status/1788564137129214409) 2024-05-09T13:38Z [----] followers, [----] engagements "@SLee_518 @CleanSpark_Inc Their call is after close. But as you can see they posted results shortly before open" [X Link](https://x.com/Agrippa_Inv/status/1788565596067516438) 2024-05-09T13:44Z [----] followers, [---] engagements "@smatthewschultz Just [--] years into it & now on top of the food chain ๐ฏ Excellent execution by @smatthewschultz @ZachKBradford @GaryVec & the rest of the $CLSK team. Congrats to another outstanding quarter ๐ Looking forward to todays EC ๐" [X Link](https://x.com/Agrippa_Inv/status/1788628475839926689) 2024-05-09T17:53Z [----] followers, [---] engagements "@BrettSimba @Rex_Finance Huh Dude investments into CapEx is NOT part of the P&L. It shows on the balance sheet & cashflow statement. $MARA could have invested $10b worth of miners & it wouldnt affect the income statement (GAAP earnings). . stick to trading or learn basic accounting ๐๐คฃ" [X Link](https://x.com/Agrippa_Inv/status/1788685906527859053) 2024-05-09T21:42Z [----] followers, [---] engagements "Explosive hash rate growth ๐ $IREN is showing very impressive growth lately growing its hash rate by 16% QoQ and almost 50% YTD - from [---] EH/s (January) to [---] EH/s (April). In their latest mining update posted on May [--] $IREN announced to be already at [---] EH/s & assured that they'll hit [--] EH/s this month. ๐ This sort of growth certainly caught my attention. $IREN is targeting [--] EH/s in H2 [----] - a staggering 3.5x in hash rate over [--] months. Usually I give little attention to EH/s targets set by miners but given $IREN's impressive growth so far I'm confident that they'll hit that" [X Link](https://x.com/Agrippa_Inv/status/1790061058947768372) 2024-05-13T16:46Z [----] followers, [----] engagements "@AustinHotaling Its a conservative estimate. Well see what the actual mining cost per $BTC (post halving) is in Q2" [X Link](https://x.com/Agrippa_Inv/status/1790120171366928885) 2024-05-13T20:41Z [----] followers, [---] engagements "@AustinHotaling Including depreciation $CLSK also has a cash cost per $BTC of below $30k post-halving. But accounting for depreciation expenses that figure is in the mid 50s. I doubt $WULF has a lower total cost than $CLSK. Depreciation is a real thing" [X Link](https://x.com/Agrippa_Inv/status/1790137223150440468) 2024-05-13T21:49Z [----] followers, [---] engagements "Yeah but they probably left out depreciation expenses all the miners conveniently leave it out while its one of the most significant expenses ๐ $CLSK & others do the same thing. But as an investor you MUST account for this expense IF you are forecasting earnings using mining production" [X Link](https://x.com/Agrippa_Inv/status/1790139306792583614) 2024-05-13T21:57Z [----] followers, [---] engagements "@ProfRowan_ Earnings Growth. A company that grows its earnings from $0 gaap profits to $750 mill / year deserves higher valuation multiples. A PE of [--] under these circumstances is really not that high though. Just look at $SMCI that recently had a PE of [--] while their moat is weak" [X Link](https://x.com/Agrippa_Inv/status/1790260562019921970) 2024-05-14T05:59Z [----] followers, [---] engagements "@stockdude1688 Ofc 25k shares. Had to trim a bit to size up my new $IREN position. Higher conviction in $CLSK but $IREN has higher price appreciation potential imo (because its so undervalued)" [X Link](https://x.com/Agrippa_Inv/status/1790266385211261430) 2024-05-14T06:22Z [----] followers, [---] engagements "@Tonycoinz1 Patience mate. $CLSK pumped over 3.5x at the start of the year. Trading sideways for a while is to be expected. Though I'd guess the stock will break out soon" [X Link](https://x.com/Agrippa_Inv/status/1790862242843381853) 2024-05-15T21:50Z [----] followers, [--] engagements "@wethepeoplebs @Invst_Informant Just look at $IRENs earnings coming from $BTC mining alone for the last quarter & compare it to any other miner. They are rivalling $CLSKs mining profits while being half the size. $IREN might be the most cost efficient miner at the moment" [X Link](https://x.com/Agrippa_Inv/status/1791025923459801298) 2024-05-16T08:40Z [----] followers, [---] engagements "@hypergrowth102 Gotta add some $CLSK & $IREN. They fit your hyper growth / small cap criteria" [X Link](https://x.com/Agrippa_Inv/status/1791132856980324428) 2024-05-16T15:45Z [----] followers, [---] engagements "@LindblomRalph @Charge_Stack $CLSK deserves a higher valuation due to their $BTC stack valued at $400 mill. Perhaps another premium for having a stronger track record (although that gap is closing fast). But that premium is no where near worth over $2.5b" [X Link](https://x.com/Agrippa_Inv/status/1791207728557220034) 2024-05-16T20:42Z [----] followers, [---] engagements "$IREN's Q1 results - Deep Dive โ In this thread Ill give my [--] cents on $IREN's recent Q1 earnings (reported as Q3). I will cover: ๐ Mining Costs ๐ธ ๐ EH/s Expansion Plans ๐ ๐ AI Developments ๐ค ๐ $500 mill ATM & new financing options ๐ท ๐ New Price Target ๐ฏ" [X Link](https://x.com/anyuser/status/1792596571000799407) 2024-05-20T16:41Z 25.1K followers, 53.9K engagements "Mining Costs ๐ธ $IREN is now clearly one of the most profitable $BTC miners rivalling $CLSK in all-in cost per $BTC. Note: I used net income figures from pure mining activities. For $IREN I excluded the $4.7 mill of foreign exchange gains from the pre-tax net income figure & applied the same tax rate. For $CLSK I did the same for the $119.7 mill in FASB gains (unrealized $BTC gains). As we can see $IREN's profitability is exceptional - coming very close to the lowest cost miner $CLSK. However keep in mind that these are pre-halving figures (Jan-March) & dont reflect the current post-halving" [X Link](https://x.com/Agrippa_Inv/status/1792596575211987149) 2024-05-20T16:41Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Agrippa_Inv ๐๐ ๐ซ๐ข๐ฉ๐ฉ๐ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ๐ฌ
๐๐ ๐ซ๐ข๐ฉ๐ฉ๐ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ๐ฌ posts on X about $iren, $clsk, $btc, $hims the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -94%
- [--] Month [---------] +63%
- [--] Months [---------] +259%
- [--] Year [---------] +136%
Mentions: [--] #
- [--] Month [--] -6.30%
- [--] Months [---] +256%
- [--] Year [---] +67%
Followers: [------] #
- [--] Week [------] +0.46%
- [--] Month [------] +14%
- [--] Months [------] +170%
- [--] Year [------] +312%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance cryptocurrencies technology brands automotive brands countries currencies fashion brands celebrities exchanges
Social topic influence $iren #95, $clsk, $btc, $hims, clsk, $irens #3, $mara, ai, investment, bitcoin
Top accounts mentioned or mentioned by @danroberts0101 @fransbakker9812 @irenltd @umbisam @thekamahsutra @litigiousdulce @cazenoveuk @rexfinance @mcnalliem @pennyether @chargestack @thebtcminingguy @ckcryptoklepto @cleansparkinc @benemodi @andrewdudum @stockinf0 @rolandsberlin @web3eth @kevinlhr88
Top assets mentioned Iris Energy Limited (IREN) CLEANSPARK INC (CLSK) Bitcoin (BTC) Hims & Hers Health, Inc. (HIMS) MARA Holdings, Inc. (MARA) Tesla, Inc. (TSLA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT) Core Scientific, Inc. Common Stock (CORZ) CoreWeave, Inc (CRWV) TeraWulf Inc. (WULF) Cipher Mining Inc. Common Stock (CIFR) Enphase Energy Inc (ENPH) Palantir Technologies Inc. (PLTR) Crowdstrike Holdings Inc (CRWD) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Hive (HIVE) Morgan Stanley (MS) Amazon.com, Inc. (AMZN) Hut [--] Mining Corp. (HUT) Gold Royalty Corp. (GROY) Riot Platforms, Inc. (RIOT)
Top Social Posts
Top posts by engagements in the last [--] hours
"@lukas2023_lukas @investor_daddy @BTDenominator @MichaelWigginsO @presidential01 @himsstocknews @ADAMBERGMANSMM @moonstargang $AMZN didnt turn a profit for decades and still hardly does yet revenue grew exponentially. They managed to grow revenue by having free cash flow and reinvesting everything back into growth. At this stage $HIMS shouldnt worry about profits as long as its cash flow positive"
X Link 2023-06-11T09:26Z [----] followers, [---] engagements
"@lukas2023_lukas @investor_daddy @BTDenominator @MichaelWigginsO @presidential01 @himsstocknews @ADAMBERGMANSMM @moonstargang Rationalising price movement is a fools game. Look at $TSLA. Stock price was in the sh*t just a couple weeks back now look at it. Nothing has changed within the Tesla thesis. Sentiment changes all the time for a number of stupid reasons"
X Link 2023-06-11T10:11Z [---] followers, [--] engagements
"Sold 5% of $TSLA today @ market close used the funds to increase my position in $HIMS. I think there is a good chance that $HIMS will outperform during the next couple of months due to sector rotation"
X Link 2023-06-15T00:02Z [---] followers, [--] engagements
"@Sebo80682661 @AB296659251 Yea I think $HIMS woukd definitely benefit from a recession. Similar to $TSLA. Disrupting companies are usually agile and flexible enough to deal with recessions. Recessions are a tailwind for capable disrupters. While the most inefficient incumbents get crushed and die off"
X Link 2023-06-16T00:44Z [---] followers, [--] engagements
"$ENPH is perfectly positioned for the solar revolution ๐ฏ Probably still the best solar play out there. Highly recommend everyone invested in $ENPH or thinking to invest in the stock to watch this video Its the best video on Enphase I have ever seen"
X Link 2023-06-18T12:22Z [---] followers, [--] engagements
"Just a bit over [--] month ago $TSLA stock was in the gutter. Everyone and their moma was bearish and calling for lower prices. Everybody was waiting for that 140$ gap fill that never came ๐ Now $TSLA is mooning and all of a sudden everyone is bullish af & coming up with"
X Link 2023-06-19T19:31Z [---] followers, [---] engagements
"Just sold another 5% of my $TSLA position & used those funds to buy more $HIMS. TSLA/HIMS hitting the 23.6% FIB level on LOG chart. I'm not trying to perfectly time the outperformance of one stock over the other but I'm use TA to justify my moves"
X Link 2023-06-20T14:49Z [--] followers, [---] engagements
"Looking to sell a further 25% of my $TSLA position in the 280$-290$ range. Afterwards IF $TSLA goes back to 244$-234$ I will use all the cash to reinvest into the stock and increase my total position size by 3.75% (25% x 15% = 3.75%)"
X Link 2023-06-20T23:10Z [---] followers, [---] engagements
"Just bought [---] shares of $COIN @ 65$ I sold 25% of these stocks to make the purchase: - $CRWD - $SOFI - $NU - $MELI - $Abnb This is more of a short term play. Fundamentally I prefer all of these companies over Coinbase. However as Crypto is pumping and $COIN is still in the"
X Link 2023-06-26T14:38Z [---] followers, [---] engagements
"@RafaelA46932951 Its a very serious issue the western world is facing. We already see the first real world consequences playing out in France - raising of the retirement age. In many countries the retirement system is a ponzi scheme in which new folks pay for the old. Well what happens when the"
X Link 2023-06-29T22:10Z [---] followers, [--] engagements
"@Devatrades999 @Sebo80682661 @RafaelA46932951 So according to your logic companies such as $APPL $MSFT $TSLA & $AMZN are bad companies because "dumb retail" ownership is even higher than with $HIMS. Retail ownership: Apple: 39.7% MS: 27.9% Tesla: 42.6% AMZN 28.5% HIMS: 24.4% You are grasping at straws my friend &"
X Link 2023-06-30T08:19Z [---] followers, [---] engagements
"$HIMS TA (Technical Analysis) Update (1): Positive RSI Divergence [--] trading sessions ago $HIMS printed some solid positive divergence. Although it didn't print a higher high yet (at that time) the RSI printed a higher high - classic bullish divergence. This increases the odds of a meaningful reversal"
X Link 2023-07-04T23:04Z [----] followers, [---] engagements
"$HIMS TA Update (2): Elliot Wave Theory - ABC I believe that there is a decent chance that the most recent pullback is part of a larger ABC corrective pattern - specifically a "Expanded Flats" formation. This corrective pattern is characterized by a [--]. top that is slightly higher and a [--]. pull back that is slightly lower. Both of which did form on $HIMS โ
Also wave C i.e. the most recent pullback must have momentum divergence in order for this wave formation to be valid. On my recent post I showed that $HIMS indeed has positive momentum divergence โ
"
X Link 2023-07-04T23:21Z [----] followers, [---] engagements
"$HIMS TA Update (3): 5-Wave Impulsive Rally I believe $HIMS is currently in a 5-wave Impulsive rally & just completed wave [--]. If true this would mean $HIMS could rally substantially from here on (wave 5) before a significant correction. ๐"
X Link 2023-07-04T23:30Z [----] followers, [----] engagements
"$HIMS TA Update (4): Cup & Handle Pattern I believe $HIMS is currently within a massive Cup & Handle pattern. IF true this would mean that we'll test the ATH range of 21-24$ soon. CUP & HANDLE patterns usually trade over a very long period & therefore it is not a very common chart pattern. However with a 65% success rate this pattern is very significant"
X Link 2023-07-05T13:38Z [----] followers, [----] engagements
"$COIN current profit: 37.5% / 8300$ Holding time: [--] days We bought in at 65$ now it's at 89$. Meanwhile $CRWD / $MELI / $SOFI/ $NU / $ABNB on average didn't move at all since I entered this trade which makes this swap highly profitable for us. I'm planning on holding"
X Link 2023-07-12T00:20Z [---] followers, [----] engagements
"Spec Play (High Risk) Bought $5.5k (each) of $NRDS $UPWK $FVRR None of these companies are amazing but the valuations of these companies are a joke: Nerdwallet: [---] PS Upwork: [---] PS Fiverr: [---] PS With small caps recently receiving some love I think that each of these"
X Link 2023-07-13T00:51Z [---] followers, [---] engagements
"@RafaelA46932951 @BTDenominator We are about to be blessed with a [--] minute $hims video by the legend himself ๐"
X Link 2023-07-13T16:36Z [---] followers, [---] engagements
"@kindofabrick @SawyerMerritt There are not going to be farmers around in [--] yrs. Life stock is being replaced by precision fermentation (laboratory production) while veggies will be mostly grown indoors. Energy will be free which will make indoor agriculture very cheap while not having problems with pests"
X Link 2023-07-20T09:41Z [---] followers, 10.2K engagements
"We already have central banks. In the USA it's called the Federal Reserve Bank. In Europe it's called the ECB (European Central Bank). However these central banks are currently not allowed to take money from citizens but rather be the 'bank of banks'"
X Link 2023-07-20T12:52Z [----] followers, [--] engagements
"Crypto Play (Expect 100%-200% upside) Just bought $22k in crypto. Here is the breakdown: - $XRP = $9000 - $ATOM = $3000 - $MATIC = $3000 - $ARB = $3000 - $OP = $3000 - $QNT = $1000 With the SEC taking a fat L on their Ripple ( $XRP ) lawsuit BTC dominance going down and"
X Link 2023-07-25T15:58Z [---] followers, [--] engagements
"$HIMS is the Tesla of healthcare ๐"
X Link 2023-07-31T22:31Z [----] followers, [----] engagements
"I just bought another [----] shares of $Hims bringing my total to [-----] shares. I'm very content about management's execution the more I study this business - the more bullish I get. Can't wait for the EC on August [--]. ๐ซฃ"
X Link 2023-08-01T14:44Z [---] followers, [----] engagements
"Just bought another [----] shares of $hims โ
"
X Link 2023-08-02T22:29Z [---] followers, [----] engagements
"I'm currently working on a full breakdown of the $hims bear post (linked below) that was recently posted on LinkedIn & got quite a bit of traction from uneducated retail. As I said previously this clown has no idea on how to interpret financial data - so I will do it for him. ๐คก ๐โ Currently I'm going through ALL previous financial statements of $hims & I'm copying every single number onto my spreadsheet. I'm doing this for all [--] major financial statements from Q1 [----] until now (Income Statement / Balance Sheet / Cashflow Statement) This allows me to do ANY financial analysis & do visual"
X Link 2023-08-05T12:16Z [----] followers, 13.7K engagements
"Love to see it $HIMS Q2 results Short squeeze in progress ๐"
X Link 2023-08-07T21:00Z [----] followers, [----] engagements
"82% gross margins . wow ๐ฎ๐จ $hims killing it"
X Link 2023-08-07T21:19Z [----] followers, [----] engagements
"๐ Q2 $HIMS / Financial deep dive ๐ Profitability of $hims continues to improve โ
Revenue increases by 83% yoy โ
Marketing costs as % of Revenue slightly increased (marginally) while non-marketing operating costs (R&D G&A support) stayed flat - BUT gross expenses as % of rev decreased from 20% to 18% = improved profitability ๐ฏ Quarter over Quarter performance: - Gross Margins went from 80% to 82% - Loss from operations decreased by 18% - Revenue grew by 9% - Gross expenses ONLY grew by 1% - Marketing expenses grew by 10% Non - Marketing Operating Expenses: - Operating Support grew by 11.5%"
X Link 2023-08-07T22:23Z [----] followers, [----] engagements
"$Hims' Revenue growth exceeding Subscriber growth is EXACTLY what you want to see as a shareholder. ๐ฏ This means $hims is successfully upselling / cross - selling their services & makes MORE revenue per customer. โ
Impressively they achieved this while lowering prices ๐"
X Link 2023-08-07T22:41Z [----] followers, [----] engagements
"Im looking to add to my $ENPH position today at market open. Ill increase my position by 30% ($10k). This is a very solid support (demand) zone and I think the stock could rally to the low $200s in the upcoming months. ๐"
X Link 2023-08-08T06:29Z [---] followers, [----] engagements
"If it wasnt for the high national interest rates I would definitely be concerned the rev decline of $ENPH. Also if the solar space itself wouldnt be suffering right now I also would be concerned as this would indicate $ENPH is loosing market share. But since this is not the case Im not worried one bit. My enphase thesis is more of a solar thesis enphase just happens to be the market leader + has stellar management & great business metrics. There is no doubt in my mind that the solar space is just in a stale period rn due to falling energy prices & tight macro conditions (which clearly affect"
X Link 2023-08-08T11:26Z [---] followers, [---] engagements
"Debunking @sprucepointcap 's newest $hims short attack (they blocked me): ๐ Their Claim: CAC is becoming a major problem for $hims -- this proves their bear thesis right. ๐ However they completely ignore that Operating Expenses in relation to Revenue stayed flat QoQ (and have been flat for [--] consecutive quarters) while Gross Margins are continuously improving despite price cuts. What is the result increased profitability. Meanwhile $hims is still growing their top-line at 9% QoQ in a time in which other growth companies are growing their top-line at that rate per YEAR not QUARTER. Spruce"
X Link 2023-08-08T17:24Z [----] followers, [----] engagements
"@EnergyCredit1 @presidential01 lol $hims just turned an Ebitda profit a couple quarter ago while $Elf has been profitable for many years. Comparing them based on Ebitda is like saying $Apple is better than $Tsla because its dividend is higher. $Elf is anything but cheap you are in for a rude awakening bud"
X Link 2023-08-10T04:58Z [---] followers, [---] engagements
"@DataDInvesting Absolutely ๐ฏMost so called analysts are completely ignoring that shelter is a lagging component of CPI. Likewise it was also (one of) the last components that went up when inflation initially sky rocketed. Like you said inflation was yesterdays problem"
X Link 2023-08-12T20:25Z [---] followers, [--] engagements
"$Hims FREE Spreadsheet โ
For anyone wondering how I create these fancy charts - I copied all major financial data from $hims' financial statements which allows me to visually represent all types of of metrics. I want other $hims investors to be able to do the same. This will allow us to spread awareness about $hims' stellar financials & kill the unwarranted FUD. ๐ IF you create some unique & new charts and decide to POST about it I'm asking you to @ me on the post + send me a copy of your edited spreadsheet. It's important to me that you do BOTH of these steps. This will allow me to add your"
X Link 2023-08-13T11:58Z [---] followers, [----] engagements
"Just bought another [----] shares of $hims โ
Total share count: 23501"
X Link 2023-08-14T15:40Z [---] followers, [----] engagements
"Just put in another $15k into $TLT ( $IDTL ) โ
I'm full port at this point. From here on out the he plan is to slowly take profits from my lesser conviction stocks (short term plays) & move the funds into $TLT"
X Link 2023-08-14T15:43Z [---] followers, [---] engagements
"I think $NVDA is currently trading at a premium due to the AI hype (I think the AI potential is real but these valuation premiums wont last forever). On the other hand I believe companies such as $TSM & $ASML trade on a discount comparatively due to the direct risk of China invading Taiwan. Although you can make a great argument that Nvidia would be similarly screwed by this macro event I think a company like TSMC is associated much more with this risk. Either-way if this event were to happen $NVDAs share price would fall like a rock (covid style x 3). For that reason I would not buy the"
X Link 2023-08-14T16:38Z [---] followers, [---] engagements
"@Yoel_E_S @XFINANCE411 @Movni5 Tbh I would like to see some of these 'competitors'. Competition is often times brought up but I never come across a company with a similar business model / value proposition of $hims. Sounds a lot like what $TSLA bears said for years & we are seeing how that story is playing"
X Link 2023-08-14T17:05Z [---] followers, [---] engagements
"I want to give a big shout out to @Stock_Inf0 who wrote an amazing piece about $Hims on Seeking Alpha He addressed some of the key talking points surrounding $hims & I believe he did an excellent job addressing each of them. It would have been easy for him to fall for some of the FUD that was spreading around recently but NO he really did his research and it shows I especially like how he addressed the discussion around 'competition' and 'moat'. He brought up some great arguments which I share the same opinion of. I also want to point out that he kindly reached out to me requesting to use"
X Link 2023-08-15T22:11Z [----] followers, [----] engagements
"@Torbo122 @Stock_Inf0 @aletechview @XFINANCE411 @SamMeciar EV/S ratio favors $hims even mor tho ๐They dont got any debt yet have plenty of cash & cash-like short term assets"
X Link 2023-08-17T07:06Z [---] followers, [---] engagements
"@MarkSherbe40211 @XFINANCE411 Bruh ๐ฅฒ๐ญhardly have I seen a worse take on $hims. Middle man company. My guy you know that they produce their own products right . unlike most of their E-Pharmacy competitors . 80% gross margins as a middle man company lmao ๐"
X Link 2023-08-17T10:49Z [---] followers, [---] engagements
"Today I swapped my alt-coin positions to $BTC. This was done with the intention of de-risking my portfolio. I never intended to hold these alts very long. I front-ran a potential alt-coin break out which didnt materialise. My macro thesis is that the [--]. half of the bear market will continue either late this year or at the start of next year. There is also a less likely chance (imo) that we already started it. To protect my portfolio from the latter scenario I moved all my crypto holdings into $BTC. Im very bullish on Bitcoin over the long run & hence dont mind holding it in bear market (I"
X Link 2023-08-21T21:03Z [----] followers, [---] engagements
"@kcna12 @DataDInvesting So then explain me why $CRWD and $SNOW trade a PS of [--] and [--] ๐ฅด Gotta use equal standards. These companies are unprofitable have lower gross margins than $hims less revenue growth and similar rates of dilution. These companies are trading 10x higher with worse metrics ๐"
X Link 2023-08-23T10:13Z [---] followers, [---] engagements
"You can't take $hims guidance serious. I'm pretty annoyed to constantly point that out to people that are not paying attention. Fact is $hims is growing at a faster paste than $CRWD. To be fair Crowdstrike just a couple of years ago was growing at a similar pace as $hims is now & as it got bigger the growth rate naturally declined - just like what will happen with $hims. But when $CRWD used to grow as much as $hims is growing now their PS was 30-50 while Hims' PS is below [--] atm ๐คทโ. Currently $CRWD is still valued SEVEN TIMES as much as Hims on a PS basis while growing less. this discrepancy"
X Link 2023-08-23T12:27Z [---] followers, [---] engagements
"Calling 56% growth at nearly 1b rev seems a bit rich. I get your point though when $CRWD was at a similar size it was growing at 90%. But it was valued 20x higher than $hims so who is getting the better deal here Also $hims is managing to grow as much while having 81% gross margins while Crowd currently has less than 74%. But there are pros and cons regarding both of their financials. It's the insane difference in valuation that sparks my interest in $hims"
X Link 2023-08-23T15:14Z [---] followers, [---] engagements
"@trader_has @DataDInvesting @eprogressplease @ssboisen @kcna12 Of course you can. Earnings are earnings no matter from where they come ๐ SaaS is only valued as much because of high profit margins & consistent revenue - both factors that $hims matches. To say SaaS is better just "because" shows a lack of financial understanding"
X Link 2023-08-23T17:37Z [---] followers, [---] engagements
"Dissecting PS ๐ฌ Now that we all fully understand the link between PS & PE we can look at the factors that influence the PS. The PS metric is mostly influenced by these factors: ๐Profit Margins the higher the profit margins the higher the PS ๐Revenue growth the"
X Link 2023-08-23T17:49Z [---] followers, [--] engagements
"$HIMS fair PS To determine a fair PS for $hims we will have to apply the factors that could influence its PS: ๐Profit Margins 81% gross margins ๐Revenue growth 83% yoy - last [--] quarters have had well over 70% yoy growth ๐Debt [--] ๐Runway (Cash Flow) infinite / cash flow positive ๐Dilution Medium - [----] dilution was low at only 1.67% yet [----] dilution is over 5%. Now to determine a fair PS with these metrics you will have to look at companies with similar financials. You will quickly realize that this is a hard task as these financial metrics are stellar. You will not find many companies"
X Link 2023-08-23T17:53Z [---] followers, [----] engagements
"Hwat you just describes is [--] of many factors that tries to rationalize quality of revenue. I could turn this stick around and say that $CRWD is suffering from greater customer concentration risk than $hims does. This potentially could harm future revenue for Crowdstrike. The key word here is could. As long as the financials are not reflecting these risks its just speculation. You could say the same about Apple - their market place is crowded with competition yet they prevailed as the market leader. I agree that CRWD proved itself and hence deserves to trade on a premium but a 7x premium"
X Link 2023-08-23T18:02Z [---] followers, [---] engagements
"@elinklx05 @trader_has @DataDInvesting @eprogressplease @ssboisen @kcna12 It seems like SBC of $CRWD is growing faster than revenue ๐ ๐ฌ"
X Link 2023-08-24T18:45Z [---] followers, [---] engagements
"@RafaelA46932951 @AndrewDudum I dont think big money has left. Why do you think that I think if anything its retail that is fumbling the bag rn. Institutional ownership of $hims was continuously rising for months. Tho I havent kept track of it over the last [--] weeks or so. If anyone knows lmk ๐ค"
X Link 2023-08-25T00:53Z [---] followers, [---] engagements
"Yesterday I sold all my smaller positions and consolidated my portfolio into these [--] holdings: $Hims: [-----] shares $Tsla: [----] shares $Enph: [---] shares $IDTL ( $TLT clone): [-----] shares $BTC: 1"
X Link 2023-08-25T10:43Z [---] followers, [----] engagements
"I was making pretty good gains from my other positions since I bought them early in [----]. I want to take advantage of $hims insane valuation. I also believe $enph is very fairly priced as well as $IDTL ( $TLT ). These [--] positions are my highest conviction plays & I feel much more comfortable holding these in a potential recessionary environment. If you havent payed attention yet in a bear market the stocks with the highest valuation premiums get crushed the most. The opposite is true with stocks that trade on a significant discount. Plan A still remains - if we continue to rally during the 2."
X Link 2023-08-25T10:43Z [---] followers, [---] engagements
"@BeansterX Thanks Yes $Enph is a very well run company. Pretty cheap rn considering the long term growth runway. There is still lots of selling pressure since it had such an impressive run up the last 5-6 years with hardly any significant pullback"
X Link 2023-08-25T11:16Z [---] followers, [---] engagements
"@VFirst999 I agree that $STNE is a great valuation play atm but Im not that confident in their business model and the market its in. I dont know how CBDCs would affect their business operations (if at all). So for me its not as clear of a growth story as $TSLA / $ENPH / $HIMS "
X Link 2023-08-25T16:17Z [---] followers, [---] engagements
"@trader_has @DataDInvesting @eprogressplease @ssboisen @kcna12 As I said you are talking about revenue safety which is fine. If you want to pay a higher premium for that then sure thing I dont have a problem with that. Personally I agree that this deserves a little premium but not that much tbh"
X Link 2023-08-25T17:13Z [---] followers, [--] engagements
"@AnirudhYarlaga1 I might add $PLTR to my portfolio next year but it would have to have a lower valuation & significantly reduce its dilution rate"
X Link 2023-08-25T21:09Z [---] followers, [--] engagements
"@AnirudhYarlaga1 True they announced a buy back program. I will stick on the side lines for now but Im definitely interested in starting a $pltr position at one point. I want them to fractionalize their faundry platform and make it accessible to ALL companies not just select mega corps"
X Link 2023-08-25T21:28Z [---] followers, [--] engagements
"@DataDInvesting @teardowntitan recently gave them so cred for making the necessary changes in their manufacturing processes. I still think there is a decent risk $RIVN goes bankrupt during this decade (given the market they are in) but I think they will manage to survive"
X Link 2023-08-25T21:33Z [---] followers, [---] engagements
"It seems very similar to their original foundry platform. Im not a tech guy tho & not that knowledgable about $PLTR. My biggest concern with Palantir was always their go to market strategy. They have awesome tech but their offerings very always so personalised and not that scalable. I want them to offer less customised tech that requires less oversight on Palantirs end which is accessible to every business in the world"
X Link 2023-08-25T21:52Z [---] followers, [--] engagements
"$Hims CAC / LTV / Churn In this detailed thread I will calculate each of these [--] metrics using publicly available data published by $hims. This thread consists of [--] sections: Calculations (3 parts) Summary and Analysis. Enjoy โ"
X Link 2023-09-01T16:19Z [----] followers, 26.8K engagements
"Summary โ
๐$Hims overall YoY churn rate = 34.25% ๐$Hims overall QoQ churn rate = 10% $Hims CAC measured quarterly ๐ ๐$Hims LTV (10 year value) per customer = $1627 $Hims LTV to CAC ratio measured quarterly ๐"
X Link 2023-09-01T16:36Z [---] followers, [----] engagements
"Analysis ๐ค Under any regular business circumstances these metrics are very solid. They demonstrate $hims ability to effectively turn marketing costs into future monetary value. Yes the company has high churn over the first year however that levels off very quickly. Their current churn of 34% YoY is artificially high due to [--]. year subscribers making up a large part of their total subscribers - which is primarily a result of $hims tremendous growth. Once growth levels off $hims overall churn rate will level off closer to the long term average of 15%. $Hims is only [--] years old and hence its"
X Link 2023-09-01T16:40Z [---] followers, [----] engagements
"I'm not currently invested in $Sofi but the management team of this company did an undeniably excellent job over the last couple of years. This SA article by my buddy @Stock_Inf0 does a great job highlighting this. ๐"
X Link 2023-09-04T12:49Z [---] followers, [---] engagements
"@DataDInvesting You are living by the motto: Be greedy when others are fearful which is commendable Great picks ๐ฏ Im loving $ENPH & $HIMS at these valuations - great bargains ๐ $STNE also seems very cheap although Im more confident about the upside potential of the other 2"
X Link 2023-09-06T19:53Z [---] followers, [----] engagements
"@BrianFeroldi @safalniveshak A good rule of thumb is not to touch any hyped up newly IPOed stock for at least 1-2 years since they are almost always over valued at IPO. If anything scale in slowly"
X Link 2023-09-14T11:02Z [---] followers, [----] engagements
"Why $hims has a 'low' PS of 'only' 2: - SPAC hate - Tele-health hate - Misunderstood business model - High marketing to rev ratio - Relatively high SBC - Continuous insider selling (bad for investor moral) SPAC + Tele health hate is temporary and is primarily a causation of the corresponding SPAC + Tele-health bubbles of 2020/2021. The same way tech was hated after the .com bubble and look at tech now ๐ The business model will continue to get 'misunderstood' for years as people conflate their service with "selling commodities". This factor alone shouldn't drag the valuation down too much"
X Link 2023-09-17T23:04Z [---] followers, [----] engagements
"@fauzibasrah @himsinvestor @temerson102 Dont worry mate. The stock markets volatility is part of the game. Dont let it influence your conviction too much ๐ฏ๐ค๐ผ"
X Link 2023-09-18T09:58Z [---] followers, [---] engagements
"@TheManicRat Sadly this info is a bit outdated. Would be great to track month over month app performance of $hims. But I guess you'd need access to Apptopia which is mainly a B2B SaaS platform"
X Link 2023-09-19T16:02Z [---] followers, [---] engagements
"In a debt based global economy the 'can' needs to be kicked down the road. Money get's created via debt (banks loaning) therefore there is always more debt than money (debt = money + interest). If the money supply doesn't expand everyone with debt is screwed. After all how are you supposed to pay back your debt if there is not enough money created to pay it back We will 100% go back to QE sooner than later otherwise the debt bubble will burst & the global economy will collapse. The USA doing QT atm makes me very bullish on the USD & $DXY during the next couple of years. How are foreign"
X Link 2023-09-20T12:38Z [---] followers, [---] engagements
"$HIMS Reviews & App Store ranking There is reason to believe that Q3 [----] will be a blow-out quarter for $hims. This detailed thread consists of [--] parts: - Volume Increase of Reviews - App Store Performance - Negative reviews"
X Link 2023-09-20T17:07Z [----] followers, 18.1K engagements
"$Hims Volume increase in reviews (1/3) ๐ There has been a significant increase in the volume of reviews on Trustpilot App Store & Google Play Store for both the Hims platform & the Hers platform. Note that September data was recorded within the last [--] days. Also note that"
X Link 2023-09-20T17:09Z [---] followers, [--] engagements
"$Hims Volume increase in reviews (2/3) ๐ Imo this increase in volume could be contributed to [--] possible reasons: ๐ Seasonality ๐ Fake Reviews ๐ Marketing tactics ๐ Increase in Demand I will analyze each of these possibilities in the following paragraphs โ
1"
X Link 2023-09-20T17:13Z [---] followers, [--] engagements
"$Hims Volume increase in reviews (3/3) ๐ [--] Marketing tactics = โ
I think that Marketing Tactics is one of the more likely reasons for the recent uptick in reviews. I noticed that in years prior to [----] some months had unusually high spikes in review counts. This tells me that $hims most probably sent out emails to their customers asking for a review on Trustpilot. I think its possible that $hims is sending out these emails more frequently nowadays - leading to more reviews on Trustpilot. This however doesnt explain the uptick in written App / Play Store reviews - unless $hims is sending out"
X Link 2023-09-20T17:17Z [---] followers, [----] engagements
"$Hims Negative Reviews () โ Finally I want to briefly bring up the significance of bad reviews regarding $hims. If you browse on Hims Subreddit or Trustpilot page you can easily find tons of negative reviews & comments. A lot of $hims investors have high expectations for the company & dont stomach the negative reviews However lets bring this issue into context. As good as ALL subscription based B2C companies struggle with negative reviews on Trustpilot many of which are related to payment disputes. Online platforms as a whole generally struggle with negative reviews. ๐ค Check out the"
X Link 2023-09-20T17:24Z [----] followers, [----] engagements
"$Hims Negative Reviews (2/2) Its also worthwhile pointing out that @wearehims responds to ALL of their negative Trustpilot reviews in a timely manner. Fun Fact: In June & July of this year $hims replied to ALL previous negative reviews that haven't been replied to - even"
X Link 2023-09-20T17:27Z [---] followers, [--] engagements
"All this FUD about "Wall Street didn't like the $hims Q2 results" is such bs ๐ Here are the receipts ๐ Today: Notice a trend Retail ownership continues to slide while Institutions are picking up those shares ๐ . retail always fumbling the bag nothing new ๐ฅฑ"
X Link 2023-09-20T23:57Z [----] followers, [----] engagements
"@Stock_Inf0 @Fibonacci_TA @aletechview @lukas2023_lukas @himsinvestor @RafaelA46932951 @Movni5 @Samuel947117225 @XFINANCE411 Great TA I have a similar set up. I'm currently eying the $6-$5.7 zone for a potential $hims reversal. Solid trend line + 50% major fib level"
X Link 2023-09-22T22:40Z [---] followers, [--] engagements
"@Samuel947117225 I disagree. I believe their car business alone will do a 10x by the early 2030s. Besides that $TSLA has one of the strongest product pipelines in history with FSD Energy Tesla Bot Cybertruck Compact car"
X Link 2023-09-26T13:55Z [---] followers, [---] engagements
"@Samuel947117225 I agree with the "safety" aspect though. Imo $TSLA has the best risk/reward ratio in the stock market atm. While I believe $Hims has more upside potential over the next [--] years $TSLA is just much safer with a bit less upside"
X Link 2023-09-26T13:58Z [---] followers, [---] engagements
"@AndrewDudum @TDCowenResearch Awesome interview Lots of great insights about your AI initiatives & long term vision for $hims. You had some very well articulated answers I wouldnt be surprised to see you at Joe Rogans podcast one day ๐"
X Link 2023-09-28T14:22Z [---] followers, [---] engagements
"I'm excited to share that I've joined the team for @Stock_Inf0's new Substack project. I'm in the process of writing an in-depth 'mega article' on $hims.๐ฅ You will be able to access it for free on the Substack page a few days before the Q3 Earnings Call. I'll regularly post detailed articles on investment topics that interest me on this Substack. โ
If this interests you check out the link below to see a brief overview of the Substack and its authors ๐ Cheers ๐ฏ"
X Link 2023-10-03T18:50Z [---] followers, [----] engagements
"@Stock_Inf0 It even went as low as [--] yesterday ๐. Great buying opportunity imo"
X Link 2023-10-04T16:17Z [---] followers, [--] engagements
"How MedMatch will help define the MOAT of $hims ๐ฐ Many critics point to $hims ' lack of moat and non-existent competitive differentiation. In this post I highlight $hims ' current value proposition & explain how their new AI initiative MedMatch will cement the companys MOAT. $Hims value proposition is three-fold: ๐ CONVENIENCE: Customers receive both the prescription and the product from the comfort of their home. The subscription model plays into this - customers no longer have to take care of their refills as this is managed automatically. ๐ UNIQUE PRODUCT FORMULATIONS: $Hims brings to"
X Link 2023-10-04T18:56Z [----] followers, 14.4K engagements
"@JasonAmareld Yeah same here. Most people dont understand the concept of a Moat. They think moats are solely created by patents and IP. $TSLA is proving that sheer execution & operational excellency is one of the best moats of all time. $Hims is similar in that regard"
X Link 2023-10-04T22:31Z [----] followers, [---] engagements
"@Stock_Inf0 @FrisoAlenus @steelandquill Glad to see $ENPH on the list ๐ช๐ผ"
X Link 2023-10-06T20:22Z [---] followers, [---] engagements
"@wealthhealthon1 @alc2022 @temerson102 @mk12856907 @michaelnuovo @JonahLupton So why is no one doing it then Why isn't Roman doing it or $AMZN or $COST You think compounding custom made formulations at mass is that easy huh ๐ You didn't even know the difference between $hims & Roman ๐. Next time do better due diligence before shorting a stock"
X Link 2023-10-10T21:13Z [---] followers, [---] engagements
"@wealthhealthon1 @Samuel947117225 @mk12856907 @alc2022 @temerson102 @michaelnuovo @JonahLupton @peterthiel $hims is not optimizing for op income though ๐ Its putting back most of it gross profit into marketing - thats why its growing so much ๐คช Text book hyper growth strategy"
X Link 2023-10-11T11:57Z [---] followers, [---] engagements
"Nah these takes are getting too ridiculous ๐ The Dunning-Kruger effect is strong in this one. Before you read this post check out the post Im quote-retweeting. ๐ The side effects of finasteride (for hair loss) are well known yet happen incredibly rare. You cant treat hair loss without using either finasteride or dutasteride. Dutasteride is even stronger with worse sides. The side effects of these meds include decreasing libido levels and causing ED issues. These meds are so effective in treating hair loss because they reduce your DHT levels a form of testosterone. Hair loss is caused by"
X Link 2023-10-19T00:59Z [---] followers, [----] engagements
"@IanStockport @MatchasmMatt yeah but the main advantages of micro-inverters is that if one panel breaks down it doesnt affect the entire system. Whereas with traditional string inverters it would. $Enph micro-inverters usually also have longer warranties"
X Link 2023-10-20T10:53Z [---] followers, [--] engagements
"@FrameworkWisely @presidential01 @BTDenominator I believe @BTDenominator did a video on this stock recently & concluded it was too (heart) heavy of a sector to delve into due to the nature of the business model"
X Link 2023-10-21T20:49Z [---] followers, [--] engagements
"Interesting business model & very impressive growth over the past [--] quarters. But the valuation is too rich imo with a PS of [--]. - It only started growing topline properly within the past [--] years which is not enough time for me. - it has a lot of debt for its size & is still deeply cash flow negative. - Dilution is also pretty big. I could live with that if at least cash flow wasnt that negative still. - gross margins a pretty good at 70% tho. Overall imo the valuation is too rich for what it offers. Without the debt a bit less dilution & a couple more years of impressive growth I could"
X Link 2023-10-21T21:03Z [---] followers, [---] engagements
"Most high growth tech companies are not profitable yet have valuations 10x the one of $hims. Im referring to the likes of $Net $Crwd $ZS $MDB $snow and even $pltr. $Hims has better gross margins & equal if not higher growth than all of these companies. Sure these are holly SaaS companies so you might argue they deserve a higher valuation - but a 10x higher valuation I doubt you would make that point. And yes you can make the argument that all of the companies I referred to are themselves over valued. But claiming $hims is fairly valued at a PS of [----] with 80% gross margins and a revenue CAGR"
X Link 2023-10-29T20:58Z [---] followers, [----] engagements
"$Hims Mega Article ๐ I just published a very comprehensive article on $Hims covering the company from A-Z (link below) ๐ In the making of this article I went through every EC Transcript News and interviews related to Hims & Hers. After digging this deep I for one got even more bullish on $hims and its growth potential. It's a very long 'article' (more like a report) but I think even seasoned $hims investors can get value out of it. Tons of gems in here ๐ I want to give a special S/O to my friend @Stock_Inf0 who not only let me publish it on his awesome Substack page but who also helped"
X Link 2023-11-05T13:09Z [----] followers, 15.2K engagements
"Fantastic Q3 results for $Hims ๐ My Key Takeaways are: - Impressive margins improvements โ
- Stabilising QoQ revenue growth โ
- Reaccelerating subscriber growth โ
- Amazing Q4 guidance ๐ฅ They reduced prices of up to 20-30% for certain subscriptions & still increased gross margins to a staggering 82.6% ๐คฏ Meanwhile 80% of Q3 orders were fulfilled by affiliated pharmacies up from 70% in Q2. The efficiency & incredible operational execution is something to behold ๐ฏ Here are some interesting charts ๐ Congrats to CEO @AndrewDudum COO @hollandbaird and the rest of the @wearehims team ๐"
X Link 2023-11-06T23:05Z [----] followers, [----] engagements
"$Hims announced to be GAAP profitable as early as Q4 [----] or H1 [----] ๐ What growth company is growing 9% QoQ announced GAAP profitability in the near term share buy backs 83% gross margins all while trading at a PS of [---] "
X Link 2023-11-07T00:02Z [----] followers, 13.1K engagements
"@perhub1 @ChicanoInvestor Spot on๐ฏ Im also amazed by Q4 guidance. Very impressive revenue growth re-acceleration"
X Link 2023-11-07T09:17Z [---] followers, [--] engagements
"@uzocapital I always wondered that too. But $hims management guiding for GAAP profitability while simultaneously guiding for accelerating revenue growth - is something to behold of. ๐"
X Link 2023-11-07T09:30Z [---] followers, [---] engagements
"Bought an additional [----] shares of $hims โ
Had to let go of some cheap $enph. Total $Hims shares: 36000"
X Link 2023-11-07T14:54Z [---] followers, [----] engagements
"@Raul_DSF How is $hims growth slowing $Hims growth literally went up QoQ and is guided to accelerate in Q4. If you only look at YoY growth you are lost my friend. YoY growth is down because of PAST quarters slowdowns in growth"
X Link 2023-11-07T17:37Z [---] followers, [---] engagements
"@Anthonycleary2 @AndrewDudum Just that $SHOP at the time had 55% gross margins while $hims has 83% if anything $hims should have a higher market cap than $SHOP had in [----] - but nope $hims is 12x cheaper"
X Link 2023-11-07T21:22Z [---] followers, [---] engagements
"$Hims Myth Busting #1 I see a lot of retail investors still complaining about high marketing costs some of them even try to make the point that marketing costs are out growing revenue - which is simply NOT true โ Check out the yellow line ๐ Marketing as % of revenue stayed flat since IPO. Moreover as the $hims management team is eyeing GAAP profitability in H1 [----] this metric is set to DECREASE very soon โ
"
X Link 2023-11-08T13:06Z [----] followers, [----] engagements
"$Hims - Revenue Growth Slowdown ๐ค There is a lot of confusion about $hims revenue growth slowing down. Yes YoY growth is slowing down at 'only' 56.5% - but that's because of the growth slowdown of PAST quarters. Q3 QoQ revenue growth is flat / slightly up at 9.04%. I'm expecting Q4 revenue to re-accelerate to 10% QoQ๐. Management is guiding Q4 revenue to be $245.5 million at the mid point representing QoQ growth of 8.3%. However since IPO $hims ALWAYS exceeded their guided revenue midpoint. If we take a conservative assumption of $hims beating the midpoint of guidance by 'only' 2% then Q4"
X Link 2023-11-08T18:34Z [----] followers, [----] engagements
"Yes I agree good observation. I believe CAC will come down over time via excellerated growth on new verticals such as the entire Hers platform & weight-loss. There is a limit on how much you can grow in every given market. And I think $hims is slowly reaching this limit for hair-loss & ED hence their marketing spend does not have the same impact within these categories anymore (imo). But as Hers & mental health is growing very rapidly (100% yoy) & weight-loss on the horizon CAC should come down quite a bit in 2024"
X Link 2023-11-10T22:17Z [---] followers, [---] engagements
"$Hims Base Case in [--] years = 27.6x ๐ Assumptions: ๐ Hims grows at a 10y CAGR of 20% (6.2x of current rev) ๐ Gross Margin decline to 75% from 83% (now) ๐ CAC goes down by 20% ๐ YoY Churn goes down from 31.5% (now) to 25% ๐ Basic share count dilution is going to total 15% ๐ R&D as a % of Revenue is going to go from 5.41% (now) to 5% ๐ Operations & Support as a % of Rev. is going to go from 13.94% (now) to 12% ๐ General & Administration as a % of Rev. is going to go from 15.84% (now) to 10% ๐ Subscriber Count is going to grow slightly less than Rev. (19% CAGR) due to cross selling ๐"
X Link 2023-11-13T20:39Z [----] followers, 24.6K engagements
"@Torbo122 Bull case at 20% CAGR ๐ Idk mate $hims is currently stabilising at a QoQ growth rate of 9-10%. Thats without weight-loss & other future market expansions. I can easily see $hims growing at a CAGR of 25-30% & trading at a PE of 70-100. Remember $enph peaking at a PE of 300"
X Link 2023-11-13T21:16Z [---] followers, [---] engagements
"$Hims App & Website Flaws ๐ โ This post is specifically directed to @AndrewDudum @hollandbaird @DanBatten and the rest of the @wearehims Team. In this thread I will highlight [--] flaws that should be rectified ASAP as they could undermine the user experience & lead to great frustration for customers. Special thanks to @RafaelA46932951 & @hypergrowth102 who helped me verify that these flaws are not isolated incidents. Refer to the posts below (Screen Recordings)๐"
X Link 2023-11-16T20:16Z [---] followers, [----] engagements
"1) Weight Loss Program Bug (App) โ Both the Hims & the Hers App get stuck when filling out the questionnaire related to the weight loss program. It seems like this bug is present on both the IOS & the Android. After filling out one of the final questions specifically the question related to your weight & height the app fails to load the next questions and gets stuck. Closing the tab or restarting the app doesnt help - it always gets stuck at the same spot ๐"
X Link 2023-11-16T20:17Z [---] followers, [----] engagements
"Why $hims is going to smash their [----] guidance ๐ฅ In this post Ill explain why $hims will smash its [----] revenue guidance of $1.2b. To argue my point Ill share some insights released in the most recent earnings call. Currently $hims is making $227 million in revenue per quarter (as of Q3). Management is guiding for $245.5 million in revenue in Q4 at the midpoint. $Hims always exceeds its own guidance by a minimum of 2.5% (from midpoint) hence its reasonable to assume $hims will generate at least $250 million in revenue in Q4. With no material seasonality affecting $hims financial performance"
X Link 2023-11-25T20:05Z 25.1K followers, 18.4K engagements
"@EmilVbf @JayTrading_Loot Before weight-loss but in that same statement they specified that weight loss is part of the new category releases which arent accounted for in the [----] guidance"
X Link 2023-11-26T09:47Z [---] followers, [--] engagements
"@BaumgarteMarkus Wow these are very optimistic expectations Weight loss would have to be an instant home-run for $hims to reaccelerate growth to that extend. I see it less likely but I hope you are right"
X Link 2023-11-26T14:12Z [---] followers, [---] engagements
"First Bank of Americas endeavour list now TD Cowen ๐ $Hims seems to be getting some well deserves recognition from WS as of late Now Jonna Kim (the TD Cowen analyst) doesnt really have the best track record ๐ But its still nice to see her pick $hims as one of her top [----] picks. My [----] price target for $hims is $25-$30. Imo the current fair value of this stock is $25. IF $hims shows success with its weight-loss offering & gets to GAAP profitability in Q4 or Q1 $hims could be pushing ATHs as early as H1 [----] imo"
X Link 2023-12-12T19:23Z [----] followers, [----] engagements
"@hypergrowth102 $Hims is the only stock I could confidently say has the potential to 3x in value over the next 6-8 months. This stock just has so many catalysts GAAP profitability new product launches weight-loss gross margin expansion. all while trading at a rediculous multiple"
X Link 2023-12-12T23:01Z [---] followers, [---] engagements
"Markets are about to go absolutely ballistic ๐ If you ask me H1 [----] is going to be a banger for stocks & crypto. Be honest do you agree with that sentiment ๐ค๐ญ Nope โ Yes ๐ฅ Nope โ Yes ๐ฅ"
X Link 2023-12-13T20:05Z [----] followers, [----] engagements
"@Stock_Inf0 Thanks for the updates ๐๐ผWhats the reason for the termination of the $adbe figma merger"
X Link 2023-12-18T17:57Z [---] followers, [---] engagements
"@Stock_Inf0 @RafaelA46932951 As of Q3 $Hims is cash flow positive even when accounting for SBC. Not on a TTM basis though. But the trend is clearly pointing towards $hims growing its cash flows faster than its SBC"
X Link 2023-12-21T11:42Z [---] followers, [---] engagements
"@hypergrowth102 @elonmusk @WholeMarsBlog 6.6x actually. And thats based on todays value of Apple & Aramco not the value these companies will have in [--] years. Might be a 10x by that time"
X Link 2023-12-30T19:52Z [--] followers, [--] engagements
"Solid break-out and +10% move for $hims today ๐ It amazes me how most Wall Street analysts still expect $hims to have negative GAAP earnings in [----]. Hims' CFO Yemi Okupe made it very clear that the company could be profitable as early as Q4 [----] and surely by H1 [----]. With a consistent track record of not just meeting but beating its own guidance I wouldn't bet on $hims missing its GAAP profitability targets. Yahoo Finance: Y-Charts: Simply Wallst. No matter what stock screener you look at no forecast displays positive GAAP earnings in [----]. I know that a LOT of investors use these type of"
X Link 2024-01-02T23:46Z [----] followers, [----] engagements
"Amazing Quarter by $hims ๐ฅ Hitting profitability for the [--]. time while being such a young company & growing at this pace is remarkable While their top-line came in a bit shallow (still beating guidance but I expected a bigger beat) their Q1 revenue guidance is stellar - guiding for 10% qoq top-line growth. Moreover their [----] guidance of 1.2b in revenue & [---] million in adjusted EBITDA indicates that $hims will continue to grow rapidly AND expand their net margins simultaneously . Remember when wall-street consensus was for $hims to hit $1.2b in revenue & become profitable by [----] Well these"
X Link 2024-02-27T02:02Z [----] followers, 10.4K engagements
"@ChicanoInvestor @wearehims $Hims is crushing Roman one of their (if not THE) closest competitor. Their personalised offering proofs to be a formidable moat ๐"
X Link 2024-02-27T10:45Z [----] followers, [----] engagements
"Fantastic Article Couldnt have said it any better ๐ Every $Hims investor should have a look at it - its excellent @riyadosofian made the case for a $28 price target using very conservative estimations. Soon I will make another mega post about my [----] price targets. My new $HIMS article is finally out Here I address the companys Q4 results CAC guidance valuation and more. This one took a while to write so if you could do me a favor please give this post a like and retweet :) Enjoy https://t.co/8RibOglkfZ My new $HIMS article is finally out Here I address the companys Q4 results CAC guidance"
X Link 2024-02-29T19:11Z [----] followers, [----] engagements
"@SchweizerEmu @hypergrowth102 Lol ๐ $hims would be at $200 if it had the same PS as $pltr"
X Link 2024-03-04T10:42Z [---] followers, [---] engagements
"@Stock_Inf0 @elonmusk Not necessarily $tsla cut prices recently by $1k for a limited time (1 month) to even-out the order flow for the quarter which helps Tesla to reduce costs"
X Link 2024-03-16T10:02Z [---] followers, [--] engagements
"@Stock_Inf0 Without a question $TSLA ๐ at least 10t market cap"
X Link 2024-03-26T15:25Z [----] followers, [---] engagements
"$CLSK - my next 10-15x investment ๐ I recently took profits on the vast majority (90%) of my $hims position and moved these funds into #BTC & $CLSK. In this thread Ill go into why I sold $hims for $CLSK & lay out my investment case for this stock"
X Link 2024-03-26T20:17Z 25.1K followers, 166.5K engagements
"Part 1: Why I took profits on $hims ๐ฐ Part 2: Why I'm bullish on #BTC Part 3: $CLSK - Investment Case โ
Part 4: $CLSK - Metrics & Price Target ๐"
X Link 2024-03-26T20:17Z [----] followers, [----] engagements
"Why I took profits on $hims ๐ฐ As of writing this I own 15.3k shares of $CLSK at an average price of $16.9 and [---] #BTC at an avg. price of $42.6k. Additionally I also still hold 4k $hims shares and 1k $TSLA shares. I have sold the majority of my $hims position and locked in an easy 2x on that investment. Dont get me wrong Im still very bullish on $hims & think this stock has 10-15x potential from here over the next 7-10 years. $Hims is still thriving and they provided excellent guidance during the last EC. I estimate $hims to reach $25-30 this year. However Im not married to one stock alone"
X Link 2024-03-26T20:17Z [----] followers, [----] engagements
"Why Im bullish on #BTC CleanSpark is arguably the best publicly traded Bitcoin mining company. To be bullish on $CLSK means being bullish on $BTC . If you dont believe in the value proposition of $BTC then this investment isnt for you. ๐ My $BTC price target for [----] is 250-300k. ๐ If you are not sold on Bitcoin think it doesnt have any intrinsic value or are general very skeptical about this asset I would highly recommend you to dig a bit deeper. Check out the Bitcoin related content published by @invest_answers (especially on YT) @BTDenominator @BobLoukas @100trillionUSD and listen to the"
X Link 2024-03-26T20:17Z [----] followers, [----] engagements
"$CLSK - Investment Case โ
As I previously stated $CLSK is arguably the best publicly traded mining company. Investing in $CLSK is a leveraged play on $BTC itself. In the following parts I will lay out why I believe this stock is set to do a 10x over the coming [--] months. ๐ Before CleanSpark began mining Bitcoin (Dec. 2020) the company was deeply involved in the energy sector specifically focusing on the development of microgrids and distributed energy systems. CleanSpark's background in energy systems especially in microgrids and distributed energy gives it a unique cost advantage in the"
X Link 2024-03-26T20:17Z [----] followers, [----] engagements
"$CLSK Metrics & Price Target ๐ (1/2) In this part I'll explain my rationale for a price target of $200-250$ over the next 8-12 months (10x increase from current prices). Imo the best way to value a $BTC miner is in their ability to grow its $BTC per share. ๐ Bitcoin mining companies often dilute their shares to fund growth or maintain operations. It's vital to monitor the total share count relative to their $BTC holdings aiming for an upward trend in $BTC per share. This provides a leveraged play on Bitcoin; If BTC per share - a measure reflecting the amount of BTC held per company share -"
X Link 2024-03-26T20:17Z [----] followers, [----] engagements
"$CLSK Metrics & Price Target ๐ (2/2) Looking at $CLSK s production trajectory I estimate their $BTC holdings to reach at least [-----] $BTC by the end of [----]. However accounting for potential dilution of 25% its $BTC per share could do a 1.9x increase. Calculation: ๐ (10000 BTC / [---] mill shares) = [----------] ๐ Current BTC per share = [----------] ๐ [----------] / [----------] = [---] However there is one more variable to account for I call it the valuation multiplier i.e. the premium multiple you are paying per share. To illustrate this concept checkout this table: ๐ The multiplier is calculated"
X Link 2024-03-26T20:17Z [----] followers, 10.1K engagements
"Thanks mate Great question ๐ฏ $MSTR has an excellent track record of growing its BTC per share. However I believe that $CLSK s BTC per share growth will handily outpace the one of $MSTR. Thereby at these prices I think $CLSK has higher upside this bull run. $MSTR is the safer bet long-term though"
X Link 2024-03-26T20:50Z [----] followers, [----] engagements
"@MarketMaestro1 $CLSK is easy money at these prices ๐"
X Link 2024-03-26T20:55Z [----] followers, [---] engagements
"@Jojo67706263 Its very high indeed but certainly realistic imo. If $BTC continues to rally (which I believe it will) then $CLSK will have very strong earnings throughout the year thanks to the new accounting standard"
X Link 2024-03-26T21:58Z [----] followers, [---] engagements
"@quandou666 Well my bear case for $CLSK is $75 and my base case is $200 over the next 8-12 months. So yes imo these are still very attractive prices. Personally I entered my position last week. CleanSparks execution is stellar however if $BTC doesnt perform - $CLSK wont either"
X Link 2024-03-27T15:57Z [----] followers, [---] engagements
"@ivandang13 Thank you so much sir ๐I really appreciate the kind words. Im glad you liked the post. ๐ฏ"
X Link 2024-03-27T19:46Z [----] followers, [---] engagements
"Very interesting video about $CLSK. Anyone interested in this $BTC mining stock should have a look at it. @BTDenominator is making the case that $CLSK is very undervalued relative to this years earnings potential. Is CleanSpark Overvalued The Best Bitcoin Miner (CLSK Stock Analysis) https://t.co/V3uIvgtN6L $CLSK #CleanSpark Is CleanSpark Overvalued The Best Bitcoin Miner (CLSK Stock Analysis) https://t.co/V3uIvgtN6L $CLSK #CleanSpark"
X Link 2024-04-03T20:07Z [----] followers, [----] engagements
"@BTDenominator Yes I saw ๐ I always enjoy your #BTC related content. I think general interest in $BTC & bitcoin related equities is slowly coming back. Google trends data relating to #BTC is slowly ticking up albeit still relatively low in comparison to prior cycles. ๐"
X Link 2024-04-03T20:35Z [----] followers, [---] engagements
"@marianWilon @BTDenominator The more negativity I see the more bullish I get on $CLSK. The ATM looked ugly right after the insider sales. However I'm certain that management will use these proceeds very strategically post-halving. $CLSK is easy money at these prices ๐"
X Link 2024-04-03T20:46Z [----] followers, [---] engagements
"Just bought an additional [----] shares of $CLSK โ
Total shares: [-----] Cost basis: $16.60 $CLSK is easy money at these prices ๐"
X Link 2024-04-05T20:34Z 25.1K followers, 34.9K engagements
"@jondew990 Easy 10x I would say ๐คท๐ปโ"
X Link 2024-04-05T20:51Z [----] followers, [----] engagements
"@Happyjuss Its not necessarily better. $MSTR is arguably a safer pick long-term but I prefer $CLSK over the short-medium term since its higher beta (higher leveraged play on $btc). Im assuming that $CLSK will out-perform $MSTR over the short-medium term (remainder of this cycle)"
X Link 2024-04-06T16:16Z [----] followers, [---] engagements
"@WheelSpin_FuelS Ill soon make multiple posts highlighting data about all the top $BTC mining companies & compare them to each other. In those posts I will articulate why I think that $CLSK the best choice is"
X Link 2024-04-06T21:37Z [----] followers, [---] engagements
"#BTC - Miner Comparison โ In this mega-thread I'll compare the top $BTC mining companies on several key metrics over time (late [----] - present). ๐ฌ Key Metrics: $BTC mined - HODL - Hash Rate- Market Share Miners: $CLSK $MARA $RIOT $BITF $CIFR $WULF $IREN $HUT $HIVE $CORZ"
X Link 2024-04-12T22:05Z [----] followers, [----] engagements
"#BTC mined - Miner Comparison Analysis ๐ $BTC mined is arguably the most important metric to track. Its the bread & butter of this industry. As a growth investor Im looking for companies with a solid track record of being able to grow their topline (in this case measured in $BTC). โ
Imo there are [--] clear winners on that front - thats $CLSK and $MARA followed by $WULF. ๐ While $MARA narrowly outgrew $CLSK since the start of [----] $CLSK performed better recently (over the past 8-10 months) - a trend thats also noticeable in the other metrics. CleanSparks growth also appears to be more smooth"
X Link 2024-04-12T22:05Z [----] followers, [---] engagements
"#BTC HODL - Miner Comparison Analysis ๐ Since I expect $BTC prices to continue rising over the coming 10-12 months I like to see $BTC miners with a growing HODL balance. ๐ Clearly the miner with the most impressive HODL growth performance is $CLSK. This miner increased its HODL balance from [---] $BTC in February [----] to over [----] $BTC within just [--] months - all self-mined (no $BTC was bought). ๐ This is a result of excellent execution & having one of the lowest costs to mine. $CLSK also has been very strategic with its HODL strategy. As you can see on the [--]. chart CleanSpark was the first"
X Link 2024-04-12T22:05Z [----] followers, [---] engagements
"@lifttraveltrade I gave $MARA a lot of credit. Im not downplaying anything Im just critiquing their uptime issues. I would be more bullish on $Mara if it wasnt for this issue + their incredible high post-halving cash cost per BTC ($47k)"
X Link 2024-04-12T22:41Z [----] followers, [---] engagements
"@SaudTweet @HIVEDigitalTech $HIVE us growing too slow for me. Their hash rate is pretty much growing at the same pace as the industry resulting in market share staying flat over the years. I like to invest in insustry leading companies that increase market share over time $Hive isnt doing that"
X Link 2024-04-13T06:59Z [----] followers, [--] engagements
"Just purchased 5.5k additional shares of $CLSK โ
Total shares: 24.3k $CLSK at these prices is like picking up money off the street ๐ฐ just too easy"
X Link 2024-04-17T14:25Z 25.1K followers, 25.3K engagements
"@MrTeslaX My plan is to hold $CLSK until Q1 [----] (latest) & sell at a price target of $200. I might sell a portion of it earlier already. However if for whatever reason I completely miss the exit point or $BTC crashes badly I'm confident enough to hold the stock over the long run"
X Link 2024-04-17T16:19Z [----] followers, [---] engagements
"My timeline is based on when I believe $BTC might top. I think too many people are expecting a standard cycle with $BTC topping some time in late [----]. This bull market started well before the halving event which is not typical. Thereby I believe $BTC will prob top some time before most peoples expectations. On the other hand There are quite a lot or people calling for a left-transcended cycle and a top sometime in [----]. My Q1 [----] aims to be in the middle of these [--] camps & thereby resulting in most folks being caught off guard (as the market likes to do so often). But I admit that my"
X Link 2024-04-17T16:29Z [----] followers, [---] engagements
"Is $CLSK about to top $MARA & $CORZ in operating hash rate ๐ค Imo its just a question of time $CLSK recently exercised their options to acquire an additional 100k Bitmain S21 Pro miners - adding [----] EH/s to their fleet over the coming 8-10 months"
X Link 2024-04-17T18:00Z [----] followers, [----] engagements
"$CLSK with an unprecedented HODL growth over the past [--] year ๐ Notice how $CLSK was the only mining firm that strategically reduced their $BTC holdings at the top of the [----] bull market - reinvesting these funds into growth ๐ค $CLSK $MARA $RIOT $BITF $CIFR $HUT $HIVE $CORZ"
X Link 2024-04-17T20:46Z [----] followers, [----] engagements
"Yes exactly. $CLSK is obviously tied ro $BTC. If $BTC flops $CLSK will flop even harder. But even if $BTC were to crash tmr I would still hold on to my shares (contingent on managements performance ofc). They have the lowest cost to mine so if $BTC dropps $CLSK would suffer - but other miners would suffer more (thus leading to $CLSK increasing its market share). Btw Im planning on going all in on $TSLA if my $btc + $clsk investments hit my target. I pray that $tsla prices stay in the mud for a while longer ;))"
X Link 2024-04-17T22:13Z [----] followers, [---] engagements
"@RockyInvest84 From what I was seeing $MARA is currently leading $CLSK in $btc production for April so I highly doubt that $CLSK is up on EH/s. They bought 100k new miners but theyll arrive in batches throughout this year"
X Link 2024-04-18T09:48Z [----] followers, [---] engagements
"@Chiron_Cap As you can see on the graph $RIOT s hash rate growth has been pretty weak. Thus their market share has been on a consistent decline for a while now (Ill post a chart about that later today)"
X Link 2024-04-18T09:50Z [----] followers, [---] engagements
"@bitcoinarch Yeah $MARA has a lot of energized hash rate in the back. If thats coming back online any time soon (which it appears is slowly happening) then $CLSK will have it hard to catch up any time soon. I still think $CLSK gets it done eventually"
X Link 2024-04-18T11:33Z [----] followers, [---] engagements
"@Fatih90017743 I laid out my reasoning for this price target in my pinned post. It comes down to my $BTC price expectations expected $CLSK s operating hash rate (i.e. mining capacity and earnings potential"
X Link 2024-04-18T11:36Z [----] followers, [---] engagements
"@bitcoinarch Too many people are expecting $CLSK to close that gap. If its too obvious it aint happening. Reminds me a lot when everyone called for the $140 gap fill on $TSLA last year & the $4.5 gap fill on $hims. Market didnt close these gaps before ripping higher"
X Link 2024-04-18T11:43Z [----] followers, [---] engagements
"@bitcoinarch Yeah its getting filled now [--] year later ;). I see too many positive catalysts for $CLSK too much negative sentiment & too many people calling for this gap to be filled. Therefore I doubt it will get filled (any time soon)"
X Link 2024-04-18T12:07Z [----] followers, [---] engagements
"Why Im balls deep into a #BTC mining stock ( $CLSK ) BEFORE the upcoming halving event. ๐ฐ๐ฏ Narrative: $BTC miners are about to lose half of their revenue therefore stay away from these stocks for a while. โ My POV: ๐ The $BTC halving will lead to less efficient miners to go offline thus reducing the global hash rate of the $BTC network (at least for a couple months). This will lead larger & more efficient $BTC miners - such as $CLSK - to increase their market share & thereby earn more of the total $BTC mining pie i.e. increase their market share. $CLSK is about to add an additional 23.4"
X Link 2024-04-18T15:48Z 25.1K followers, 71.6K engagements
"$CLSK & $MARA are clearly ahead of the pack ๐ #BTC miners that are not consistently growing their mining figures will get smoked post halving ๐จ $CLSK $MARA $RIOT $BITF $CIFR $WULF $IREN $HUT $HIVE $CORZ"
X Link 2024-04-18T21:07Z [----] followers, [----] engagements
"@mortenlund89 @MariusFabry @janusPrime supports their citizens yeah by taxing the shit out of the working class & distributing that wealth to the poor via inefficient welfare programs. The dog eat dog system works so well because if you DONT work you end up on the street - best incentive for working hard"
X Link 2024-04-19T08:02Z [----] followers, [--] engagements
"The [----] #BTC halving is going to be remembered as an epic "BUY the rumour SELL the news event" for $BTC mining firms such as $CLSK (.just in reverse). ๐ฅ I believe the 'negative' impact of this halving event on $BTC miners is already priced in. โ
๐ It's not as if the halving event is a secret. Market participants knew years in advance (pretty much since $BTC 's inception) that there would be a halving event in H1 [----]. Thus I highly doubt that the market is that inefficient and hasn't already priced in reduced $BTC mining productivity for the publicly traded mining firms. ๐ $BTC mining"
X Link 2024-04-19T18:13Z [----] followers, 15.8K engagements
"@invest_answers @RockyInvest84 @redfoxryder How did you come up with that 60k figure From what I have seen from $CLSK 's Q1 report & CoinShares mining report (the one you have shared on YT) CleanSpark's BE point post-halving should be ca. 28k. How come your figure is more than 2x that ๐ค"
X Link 2024-04-19T21:41Z [----] followers, [---] engagements
"@redfoxryder @invest_answers I love the content of @invest_answers best alpha in the space imo. BUT I gotta disagree on this one. According to both $CLSK 's Q1 report & independent research by @CoinSharesCo $CLSK 's cash-cost & BE point should be ca. $28k post-halving. Am I missing something"
X Link 2024-04-19T21:44Z [----] followers, [----] engagements
"@Bob762368771970 @RockyInvest84 @redfoxryder @invest_answers $CLSK aint paying 30k in SG&A costs. For most miners electricty costs is the bulk of the cash cost"
X Link 2024-04-20T07:29Z [----] followers, [---] engagements
"I think I get now the discrepancy between @invest_answers 's $BTC miner BE calculation & the one of $CLSK itself or @CoinSharesCo @invest_answers uses ALL costs including depreciation & amortization costs while the other [--] entities do not include these in their calculations. Using all costs related to the business is indeed the best way to calculate BE points. $CLSK had a BE point of $40k last quarter ๐ With $CLSK scaling its hash rate to over [--] EH/s soon after the halving it's probably going to end up mining at least [---] $BTC per month. That would result in a BE point of $60-65k post"
X Link 2024-04-20T15:02Z [----] followers, [---] engagements
"I would only invest in #BTC miners with a consistent track record of growing their market share. ๐ Clear Winners ๐: $CLSK / $MARA / $WULF Miners: $CLSK $MARA $RIOT $BITF $CIFR $WULF $IREN $HUT $HIVE $CORZ"
X Link 2024-04-20T15:24Z [----] followers, 15.7K engagements
"For a number of reasons. As you probably know markets aren't rational & perfectly efficient. Investors could have anticipated the "buy the rumor sell the news" event i.e. the halving and front ran it (like I did [--] days ago by buying more $CLSK). But we shouldn't rationalize every market move as if there were [--] main reason for why assets moved up or down that day. My post makes the point that the negative effects of the halving event is already priced in - due to mining stocks being down over the past quarter or so while $BTC is up. Whether miners are up or down a couple days pre or post"
X Link 2024-04-20T21:59Z [----] followers, [---] engagements
"@gary_pallett The start of this year was plagued with uptime & maintenance related issues for $MARA. They heavily rely on contractors & hosts for their operations which contributes to these issues"
X Link 2024-04-20T23:24Z [----] followers, [---] engagements
"Sold [--] $BTC yesterday. Used that capital to buy [--] shares of $MSTR today. $MSTR did an excellent job in growing its $BTC per share over the past years thus increasing value for shareholders. It's a great leveraged play on #BTC ๐ Easy money ๐ธ"
X Link 2024-04-26T19:15Z [----] followers, [----] engagements
"Sold another $BTC today & bought an additional 3.7k shares of $CLSK at $16.1 โ
Total $CLSK bag: 28k shares Sure the stock could go lower but in German we say schau einem geschenkten Gaul nicht ins Maul ๐ Meaning: don't look a gifted horse in the mouth ๐ด (be grateful)"
X Link 2024-05-03T20:23Z [----] followers, 14.6K engagements
"@Charge_Stack Perhaps they are in the process of finalizing a large acquisition thus reserving their cash. ๐คWell see next week at their EC"
X Link 2024-05-03T20:30Z [----] followers, [---] engagements
"@FlyBrandCEO Indeed We should love volatility though thats where the alpha lies ๐ฏ"
X Link 2024-05-03T22:01Z [----] followers, [---] engagements
"@tsuturrrrr @presidential01 @AndrewDudum Well said ๐ฏ @AndrewDudum shouldnt blow it up even more by addressing it in the EC. An EC is not a place to talk about some social media posts"
X Link 2024-05-04T06:21Z [----] followers, [--] engagements
"@TeslaPhonatic @CuriousPejjy lmao ๐you are the type of investor who would have bean bearish at Apple Google Amazon FB in the early days for being too expensive. You are missing the forrest for the trees mate"
X Link 2024-05-04T18:24Z [----] followers, [---] engagements
"@FruitScientist $CLSK s dilution so far has been very accretive. Im confident that $CLSK will outperform $BTC this cycle. But I agree with you. $BTC is obviously the safer investment especially over the long run - there is no debate"
X Link 2024-05-04T20:35Z [----] followers, [---] engagements
"@OnTheRocks27 @divinecalls Thanks to the new FASB accounting rule any public company holding $BTC on their balance sheets can mark the price increase or decrease of $BTC as profits (or losses if BTC fell in price QoQ). In other words miners such as $CLSK are making bank this bull run ๐"
X Link 2024-05-04T20:44Z [----] followers, [---] engagements
"@Neon68 $BTC miners are buying bitcoin they are mining it. $CLSK has the lowest cost to mine $BTC out of all publicly traded miners. Imo miners will soon catch up with btc prices. Although $CLSK is already outperforming $btc YTD"
X Link 2024-05-04T20:48Z [----] followers, [---] engagements
"@OnTheRocks27 @divinecalls If it was very rational stocks would move in a straight line. But they don't. Market sentiment and emotions drive the market. Yes the market is forward looking but it's often times not really good at it - that's why assets get violent up & down swings all the time"
X Link 2024-05-04T21:46Z [----] followers, [--] engagements
"@JayceThompson18 You think $MARA is king yet you go all in on $CLSK. Mate put the crack pipe down ๐ April fools was over a month ago"
X Link 2024-05-07T21:47Z [----] followers, [----] engagements
"@JayceThompson18 ๐ You are too emotional mate. Cant be flip flopping that much in this game. Dont get me wrong Im very bullish on $CLSK. But just yesterday you were holding $MARA till $100 & today u are saying it will go to $0. Cant take you serious anymore โ"
X Link 2024-05-07T21:52Z [----] followers, [----] engagements
"@CleanSpark_Inc Bravo ๐"
X Link 2024-05-09T13:38Z [----] followers, [----] engagements
"@SLee_518 @CleanSpark_Inc Their call is after close. But as you can see they posted results shortly before open"
X Link 2024-05-09T13:44Z [----] followers, [---] engagements
"@smatthewschultz Just [--] years into it & now on top of the food chain ๐ฏ Excellent execution by @smatthewschultz @ZachKBradford @GaryVec & the rest of the $CLSK team. Congrats to another outstanding quarter ๐ Looking forward to todays EC ๐"
X Link 2024-05-09T17:53Z [----] followers, [---] engagements
"@BrettSimba @Rex_Finance Huh Dude investments into CapEx is NOT part of the P&L. It shows on the balance sheet & cashflow statement. $MARA could have invested $10b worth of miners & it wouldnt affect the income statement (GAAP earnings). . stick to trading or learn basic accounting ๐๐คฃ"
X Link 2024-05-09T21:42Z [----] followers, [---] engagements
"Explosive hash rate growth ๐ $IREN is showing very impressive growth lately growing its hash rate by 16% QoQ and almost 50% YTD - from [---] EH/s (January) to [---] EH/s (April). In their latest mining update posted on May [--] $IREN announced to be already at [---] EH/s & assured that they'll hit [--] EH/s this month. ๐ This sort of growth certainly caught my attention. $IREN is targeting [--] EH/s in H2 [----] - a staggering 3.5x in hash rate over [--] months. Usually I give little attention to EH/s targets set by miners but given $IREN's impressive growth so far I'm confident that they'll hit that"
X Link 2024-05-13T16:46Z [----] followers, [----] engagements
"@AustinHotaling Its a conservative estimate. Well see what the actual mining cost per $BTC (post halving) is in Q2"
X Link 2024-05-13T20:41Z [----] followers, [---] engagements
"@AustinHotaling Including depreciation $CLSK also has a cash cost per $BTC of below $30k post-halving. But accounting for depreciation expenses that figure is in the mid 50s. I doubt $WULF has a lower total cost than $CLSK. Depreciation is a real thing"
X Link 2024-05-13T21:49Z [----] followers, [---] engagements
"Yeah but they probably left out depreciation expenses all the miners conveniently leave it out while its one of the most significant expenses ๐ $CLSK & others do the same thing. But as an investor you MUST account for this expense IF you are forecasting earnings using mining production"
X Link 2024-05-13T21:57Z [----] followers, [---] engagements
"@ProfRowan_ Earnings Growth. A company that grows its earnings from $0 gaap profits to $750 mill / year deserves higher valuation multiples. A PE of [--] under these circumstances is really not that high though. Just look at $SMCI that recently had a PE of [--] while their moat is weak"
X Link 2024-05-14T05:59Z [----] followers, [---] engagements
"@stockdude1688 Ofc 25k shares. Had to trim a bit to size up my new $IREN position. Higher conviction in $CLSK but $IREN has higher price appreciation potential imo (because its so undervalued)"
X Link 2024-05-14T06:22Z [----] followers, [---] engagements
"@Tonycoinz1 Patience mate. $CLSK pumped over 3.5x at the start of the year. Trading sideways for a while is to be expected. Though I'd guess the stock will break out soon"
X Link 2024-05-15T21:50Z [----] followers, [--] engagements
"@wethepeoplebs @Invst_Informant Just look at $IRENs earnings coming from $BTC mining alone for the last quarter & compare it to any other miner. They are rivalling $CLSKs mining profits while being half the size. $IREN might be the most cost efficient miner at the moment"
X Link 2024-05-16T08:40Z [----] followers, [---] engagements
"@hypergrowth102 Gotta add some $CLSK & $IREN. They fit your hyper growth / small cap criteria"
X Link 2024-05-16T15:45Z [----] followers, [---] engagements
"@LindblomRalph @Charge_Stack $CLSK deserves a higher valuation due to their $BTC stack valued at $400 mill. Perhaps another premium for having a stronger track record (although that gap is closing fast). But that premium is no where near worth over $2.5b"
X Link 2024-05-16T20:42Z [----] followers, [---] engagements
"$IREN's Q1 results - Deep Dive โ In this thread Ill give my [--] cents on $IREN's recent Q1 earnings (reported as Q3). I will cover: ๐ Mining Costs ๐ธ ๐ EH/s Expansion Plans ๐ ๐ AI Developments ๐ค ๐ $500 mill ATM & new financing options ๐ท ๐ New Price Target ๐ฏ"
X Link 2024-05-20T16:41Z 25.1K followers, 53.9K engagements
"Mining Costs ๐ธ $IREN is now clearly one of the most profitable $BTC miners rivalling $CLSK in all-in cost per $BTC. Note: I used net income figures from pure mining activities. For $IREN I excluded the $4.7 mill of foreign exchange gains from the pre-tax net income figure & applied the same tax rate. For $CLSK I did the same for the $119.7 mill in FASB gains (unrealized $BTC gains). As we can see $IREN's profitability is exceptional - coming very close to the lowest cost miner $CLSK. However keep in mind that these are pre-halving figures (Jan-March) & dont reflect the current post-halving"
X Link 2024-05-20T16:41Z [----] followers, [----] engagements
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