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[@LTVresearch](/creator/twitter/LTVresearch)
"Since we recommended $PSIX below $XX a month ago due to technical selling equity is up more than 35%. Cheers to all that followed. We still see fair value closer to $XXX & view $PSIX as the cheapest data center power beneficiary at 13x XX P/E while growing top line XX% in 25"  
[X Link](https://x.com/LTVresearch/status/1969093035028877786) [@LTVresearch](/creator/x/LTVresearch) 2025-09-19T17:35Z XXX followers, 1908 engagements


"$CRON We are +60% since recommending the equity at a negative EV. It was a sleep well at night pitch in June and is now an asymmetric play on legalization. I would not rule out a takeout from $MO which owns XX% of the equity already and could easily pay XXX% above current prices"  
[X Link](https://x.com/LTVresearch/status/1972755047814684864) [@LTVresearch](/creator/x/LTVresearch) 2025-09-29T20:07Z XXX followers, XXX engagements


"Growth stalls in '27 before reaccelerating to XX% from '28-'30. In this setup $HIMS can still reach $4.15B revenue and $750M EBITDA (18% margin) by 2030 driving $560M FCF (75% conversion). That's $XXXX FCF / share. I think this is exactly what the market is digesting today"  
[X Link](https://x.com/LTVresearch/status/1979257542887784631) [@LTVresearch](/creator/x/LTVresearch) 2025-10-17T18:45Z XXX followers, XXX engagements


"$PSIX looking attractive again $XXX. Base case est. of $XXXX / $XXXX of EPS in '26 / '27 peers trade at 21.5x '26x & 16x '27 PE. Company should be debt free by YE and start to pile up cash on the B/S thru '26. Easy XX% upside as equity reprices to '27. Charts from BCA"  
[X Link](https://x.com/LTVresearch/status/1973080570197377421) [@LTVresearch](/creator/x/LTVresearch) 2025-09-30T17:40Z XXX followers, 4740 engagements


"$DHR setting up for a compounder bro victory lap. Add another +15% and well be drowning in DBS/Kaizen/historical value creation posts. Pfizer deal is a big win for domestic bioprocessing and I expect more deals to come. Picked up some shares. $XXX by YE feels very doable"  
[X Link](https://x.com/LTVresearch/status/1973434185676366321) [@LTVresearch](/creator/x/LTVresearch) 2025-10-01T17:05Z XXX followers, XXX engagements


"@TheIcahnist @OrlandoBravoTB @R2Discovery check out 8:25 when Orlando starts talking about AI tailwinds for cyber. And European firms are just going to opt for US cyber security firms defending against AI threats and not an onshore player like $ALLIX So bullish"  
[X Link](https://x.com/LTVresearch/status/1976016475464008096) [@LTVresearch](/creator/x/LTVresearch) 2025-10-08T20:06Z XXX followers, 1060 engagements


"1/n $HIMS women's health launch is actually compelling. Company launches into 1-2 new verticals / yr w/ a credible history of product led growth & an emphasis on personalized healthcare. Pen to paper on verticals (ests) below.guide of $6.5bn topline by 2030 including inorganic"  
[X Link](https://x.com/LTVresearch/status/1978900380592284137) [@LTVresearch](/creator/x/LTVresearch) 2025-10-16T19:06Z XXX followers, 3755 engagements


"If ests are correct and inorganic rev is thoughtful (I model rev multiples in line w/ the recent Zava-Europe deal) can pencil to $1.3bn of EBITDA (20% margin guide) by '30. @ XX% FCF conv looking at $XXXX of FCF / sh. Growth HC should trade at 30x FCF good for XX% upside"  
[X Link](https://x.com/LTVresearch/status/1978902260185751832) [@LTVresearch](/creator/x/LTVresearch) 2025-10-16T19:13Z XXX followers, XXX engagements


"I know $HIMS is a retail favorite and the recent credit card data has been weak(ish) but there's real upside from these prices on the back of the Menopause launch. You could make a pretty decent XXXX% IRR through 2030 if you can stomach the volatility and be disciplined on R/R"  
[X Link](https://x.com/LTVresearch/status/1978902679888814485) [@LTVresearch](/creator/x/LTVresearch) 2025-10-16T19:15Z XXX followers, XXX engagements


"1/n Numbers below illustrate a bear case for $HIMS: GLP-1 price caps hit in 2026 $HIMS loses share to Novo and Lilly as their drugs are priced $150-$200. Canada GLP-1s go generic. Hormone revenues (read HERS) grow modestly. New verticals roll out in 26-29 but traction is muted"  
[X Link](https://x.com/LTVresearch/status/1979257268601287047) [@LTVresearch](/creator/x/LTVresearch) 2025-10-17T18:44Z XXX followers, XXX engagements


"Per Bloomberg on GLP-1s @ $XXX /mo implementation would be challenging especially as there's no detail on the proportion of patients the lower price would actually apply to. As such we view $NVO & $LLY negative share price moves as knee-jerk reactions $HIMS too I would add"  
[X Link](https://x.com/LTVresearch/status/1979293956551639230) [@LTVresearch](/creator/x/LTVresearch) 2025-10-17T21:10Z XXX followers, XXX engagements