[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@InvestChameleon](/creator/twitter/InvestChameleon) "Appreciate you sharing his portfolio info. Definitely someone I should make sure to follow. $SPT I considered at one point and passed. $SEMR is VERY much on my radar as of recently. $AZO is so different from the rest of his that it makes me want to go look into it and figure out why"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947175374619631797) 2025-07-21 06:02:40 UTC XXX followers, XX engagements "@meeijer @JSpitTrades Man if only someone had posted a Hims thread you could repost so people could learn more about the company. 🤪"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947738995942953141) 2025-07-22 19:22:18 UTC XXX followers, XX engagements "So what do you think Do the controversial marketing strategies concern you or do you like the bold strategy in a sterile space Does the continued expansion into other categories mean an expanding ecosystem or do the potential risks of those categories concern you Is Hims going to live up to the hype as the Netflix of healthcare Or will they be unsuccessful in the expansion into new categories because of the complications with the more nuanced treatment plans required in those categories Lets talk about it in the comments Thanks for reading $HIMS"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723861698744518) 2025-07-22 18:22:10 UTC XXX followers, XXX engagements "So we can see why $HIMS subscriber growth has been through the roof But why are customersstickingaround After all XX% of Hims revenue is recurring. There are a number of contributors to their strong customer retention. First and foremost- the seamless experience. From sign up to delivery. No waiting rooms and no picking up prescriptions. Second- Theyve deepened customer relationships by offering personalized treatments at scale. Over XX% of customers have a treatment that is tailored specifically to them. Third- The follow up care to ensure the quality of the customer experience. This is not"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723846678941997) 2025-07-22 18:22:06 UTC XXX followers, XXX engagements "@TacticzH Have you looked at $SEMR at all I think they operate in a similar space but no one is talking about it. Similar growth rate to $ZETA but a much higher gross margin. P/S is similar but the former is already profitable"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947443118028345422) 2025-07-21 23:46:35 UTC XXX followers, XXX engagements "@TheStockBro @MorningstarInc Hm just given how much overlap of spaces there is with $SPT $META $GOOG $WIX and $SEMR it sure seems like he has a preference of industry to dive into"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947176022098739264) 2025-07-21 06:05:15 UTC XXX followers, XX engagements "@optionsly Data/AI driven marketing for businesses. Less emphasis on SEO and now GEO but ultimately they are just trying to get more effective marketing ROI just the same as $SEMR is"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947438291969839405) 2025-07-21 23:27:25 UTC XXX followers, XX engagements "@NighthawkTradez Check out my thread on $hims just posted it"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947755698445815815) 2025-07-22 20:28:40 UTC XXX followers, XXX engagements "Well believe me I have my list of losers too. But with those larger companies I think it is just about paying attention. Tariffs didnt cut $ELF value in half. $META at $XXX (Eventually in the $130s but I bought before that) was crazy. The market just gives opportunities that are insane sometimes. Just need to have some dry powder ready when they finally do"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947181007242670272) 2025-07-21 06:25:03 UTC XXX followers, XX engagements "$HIMS squarely in focus here regarding healthcare. A LOT of tech companies trading at historical premiums though"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947445582613909578) 2025-07-21 23:56:23 UTC XXX followers, XXX engagements "Itll be interesting to see if any of these changes after the earnings call. $PGY announced preliminary numbers on the 17th hence the updated price targets since then"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947293418209861801) 2025-07-21 13:51:44 UTC XXX followers, XXX engagements "The fact that $HIMS YoY revenue growth BOTTOMED at XX% is crazy"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1945501134581371336) 2025-07-16 15:09:50 UTC XXX followers, XXX engagements "@Ashton_1nvests I just posted my $hims thread would love if you checked it out"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947727079329698144) 2025-07-22 18:34:57 UTC XXX followers, XX engagements "@SarAEsQMd @TheTechInvest Healthcare start up yes but its an insurance company. That changes things a lot $OSCR"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947725269722402933) 2025-07-22 18:27:45 UTC XXX followers, XXX engagements "@whatssarcasm What do you think Is there specific competition that you think has a leg up in any specific category Or in the industry as a whole Curious if there was someone specific in mind when you asked or if it was just competition in general"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947766778639356361) 2025-07-22 21:12:42 UTC XXX followers, XX engagements "@chad_ventures I posted my Hims thread today. A lot more qualitative focused rather than charting but might be of interest"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947768724171206954) 2025-07-22 21:20:26 UTC XXX followers, XXX engagements "@meeijer I am finally getting my $hims thread posted momentarily"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947722737977631129) 2025-07-22 18:17:42 UTC XXX followers, XXX engagements "@DividendNGrowth It is not a totally dissimilar company to $ZETA. Similar P/S similar historical growth but Zeta is not as profitable"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947527394987807167) 2025-07-22 05:21:28 UTC XXX followers, XXX engagements "Now for the icing on the cake. $HIMS is vertically integrated. They handle everything from the provider network to making the medication to fulfillment. Hims has managed to build a business centered around the customer. Vertically integrating all of these things is why they are able to achieve 70%+ gross margins and still save their customers money. The success of the platform has led to the ability to build an entire ecosystem. The expansion of Hims moving forward includes everything we talked about here. Keep casting those wide nets- they will launch Testosterone and Menopause treatment"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723850181132329) 2025-07-22 18:22:07 UTC XXX followers, XXX engagements "Most of the market has $HIMS backwards. They react to what they're selling. I care more about how they're selling itand how effectively that model is scaling. The stock soars or plummets based on the latest GLP-1 headline. But this isn't about any one specific treatment especially not GLP-1s. It's about the platform they're building. 🧵👇"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723830673461296) 2025-07-22 18:22:02 UTC XXX followers, 7026 engagements "@himshouse @davidmaris I just posed my thread on $HIMS focused on big picture strategy check it out"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947729334556627336) 2025-07-22 18:43:55 UTC XXX followers, XXX engagements "It will be interesting to see how $GOOGL approaches this from a revenue generation perspective. The search engine revenue is such a cash cow for them. But the more their AI improves less and less search results will end with clicks. Which means paying to be one of the first options listed will become less important. Gemini will just tell you the answer or solution that it believes is best. So it would seem that an inevitable result of this would be ad revenue getting hit hard. It is incredible technology but how do they monetize it to replace the ad revenue they would lose from Google Search"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947675616494686342) 2025-07-22 15:10:27 UTC XXX followers, XXX engagements "@TheStockBro $SG and $ZETA I have looked into. Like the companies a lot but couldn't quite get enough conviction to buy for differing reasons"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947174829586588099) 2025-07-21 06:00:30 UTC XXX followers, XXX engagements "@EndicottInvests $hims thread getting posted shortly"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947722278726471732) 2025-07-22 18:15:52 UTC XXX followers, XXX engagements "@optionsly TON of names I don't know on that list. Crazy how $SEMR is as low as it is. Size just not big enough to have it on enough radars to get really purchase power behind it Balance sheet in great shape too"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947170782075031973) 2025-07-21 05:44:25 UTC XXX followers, XX engagements "@GlpTrackerApp @danielisdizzy @Ashton_1nvests $HIMS is largely misunderstood as simple a GLP-1 provider is my point"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1946256979283923087) 2025-07-18 17:13:18 UTC XXX followers, XX engagements "@alc2022 Check out my $hims thread I just posted"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947728457984840081) 2025-07-22 18:40:26 UTC XXX followers, XXX engagements "You will see me post about em But there are some I am looking at right now. $SEMR is one I am diving deep into. $PGY and $OUST were great but these are a lot different prices compared to when I got in. Happy to discuss some I have been saving in messages. Just working on threads about them before I announce the more recent buys"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947181588074074372) 2025-07-21 06:27:22 UTC XXX followers, XXX engagements "Yea I considered going financials as well but it just would have gotten LONG. It definitely took some digging to get some of those older images. One I might have used for financials was mentioned how they wanted to hit (if I remember correctly) $X billion by 2025 (this being in 2022) and obviously they FLEW by that number. They do a great job of underpromising and overdelivering"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947763545938256347) 2025-07-22 20:59:51 UTC XXX followers, XX engagements "$HIMS entering testosterone has some potential to open them to some risk legally speaking. They will need to be dialed on the personalization of that because it has a lot more nuance to it compared to other things they sell like hair loss. Hopefully they can pull it off but from my understanding medically it is one of if not the most challenging spaces they have ever entered"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947180130121719941) 2025-07-21 06:21:34 UTC XXX followers, XX engagements "So who are they winning to the platform $HIMS is focused on younger consumers especially those 18-40. This group isn't loyal to the traditional healthcare system and they're the most comfortable receiving care online. By starting with broad high-demand treatments like hair loss and birth control Hims is building customer loyalty early. With the plan to grow with them into other care categories as they age like cholesterol diabetes and menopause. Wide now deep later"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723837736665517) 2025-07-22 18:22:04 UTC XXX followers, XXX engagements "@FinFluentialx @optionsly @deusexdividend @drpetetobin X% dilution (assuming from SBC) is not too hard to stomach given the age of the company"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947171072849408003) 2025-07-21 05:45:35 UTC XXX followers, XX engagements "@TheValueTrade My $hims thread is getting posted here in a little bit"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947722399727948270) 2025-07-22 18:16:21 UTC XXX followers, XX engagements "$HIMS didn't start with ED and hair loss by coincidence. And when they launched HERS it was no coincidence that they started with birth control. They chose these markets very intentionally because of the massive TAMs for each of them. The goal Bring in as many people to their platform as possible. The plan was to go wide and then go deep. Start with the widest nets cast one then grab the next widest. The image below is from their 4Q22 earnings. Notice how 'weight' is listed as a prospective market (what the stock tends to trade on any news of lately). But it is far from alone. There are"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723833923792958) 2025-07-22 18:22:03 UTC XXX followers, XXX engagements "I mentioned at the end of my thread on $HIMS that I wanted to keep it brief and so I did not dive into the potential global expansion of the company. Hiring for a position like this just shows that there are real plans for it (we already knew that) and that this is not speculation"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947771312237384081) 2025-07-22 21:30:43 UTC XXX followers, XXX engagements "@optionsly Learning more about this. Curious why you prefer $SEMR over $ZETA Similar spaces"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947437466392392187) 2025-07-21 23:24:08 UTC XXX followers, XXX engagements "There is relevant competition. I just think Hims is executing their strategy better at this point. The marketing being so focused is keeping customer acquisition lower than a lot of them are able to do and no one is expanding to large TAM markets as quickly as Hims. Not to mention the vertical integration. There are other players who will carve out their own sections of the market but Hims in my eyes is the front runner to be the go to platform"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947761827250622862) 2025-07-22 20:53:01 UTC XXX followers, XX engagements "Agreed. The most telling thing is that when they do get a new customer they don't lose them. They provide value that is hard to replicate or replace and so their customers stick with them. The work they do just ends up making their customers look better too because the applicant does not even know $PGY is involved at any level"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947169036070264927) 2025-07-21 05:37:29 UTC XXX followers, XX engagements "@TheLongInvest $CELH $META $ELF heck even $GOOGL have all way oversold at some point in recent years. Just have to be paying attention for when. Multiple of those became core positions for me when they over sold on news that was not THAT drastic to the business"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1946257798255297017) 2025-07-18 17:16:33 UTC XXX followers, 2173 engagements "@BullTradeFinder Check out my $hims thread Would love to hear your thoughts on my observations"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947743155312595095) 2025-07-22 19:38:50 UTC XXX followers, XX engagements "@P14Capital Continuing to learn about this. Why do you like $SEMR over something like $ZETA. Obviously the latter has a lot more hype behind it on X. But strictly from a business perspective why do you prefer the former"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947436995112014074) 2025-07-21 23:22:15 UTC XXX followers, XXX engagements "@Gubloinvestor I would be interested to hear your thoughts on my $HIMS thread I am posting this week. Love hearing from the other perspective"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947670779854000383) 2025-07-22 14:51:14 UTC XXX followers, XXX engagements "#5 $PETQ (PetIQ) 📅 Bought: 12/1/21 at $XXXXX 📈 Sold: 10/18/23 at $XXXXX 📊 S&P XXX returned XXX% over the same timeframe 💰 Return: +52.6% 🦍 Alpha: +96.3% First off shoutout to @smallcapking2 for putting this one on the radar. Give him a follow He is authentic and shows his wins and losses. Not just a hype train. It took a while to see a return and we had to hold through some troubled waters. But this trade is a perfect example of why measuring alpha matters. Is it the best raw return on the list Not even close. But we found XX% when the market returned just 1.4%so the alpha was very high"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1945495115314979184) 2025-07-16 14:45:55 UTC XXX followers, XX engagements "@StockSavvyShay $OUST XXX% should be included. They make LiDar detectors specifically for drones and recently got approved by the Department of Defense for use. Great list"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1945569033509568958) 2025-07-16 19:39:39 UTC XXX followers, 2011 engagements "$HIMS and $OUST down a little today. Most of the rest of my portfolio was basically flat. $GOOG earnings this week as well as $DHI (which I do not own) but will be interested to see because of my $GRBK holding"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947435220359414254) 2025-07-21 23:15:12 UTC XXX followers, XXX engagements "@danielisdizzy @Ashton_1nvests I am posting a thread on $HIMS soon and that is kind of the entire reason why. So much movement on GLP-1 headlines and that is not at all what this company is about. Im excited to finish it and get it out to the world"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1946252223647764928) 2025-07-18 16:54:24 UTC XXX followers, XX engagements "@TheStockBro @Gubloinvestor SUPER interesting so far. These companies that I find late night are dangerous for my sleep schedule because I will get DIALED in to research and look up and its X in the morning haha"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947174434764468299) 2025-07-21 05:58:56 UTC XXX followers, XX engagements "Which one is your favorite I am not by any means an insurance expert so I am hoping someone does a breakdown of $OSCR vs $LMND. The comparing and contrasting of those two companies would be interesting to see especially given where both companies are today and potentially on similar trajectories"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1945495610448093493) 2025-07-16 14:47:53 UTC XXX followers, 2250 engagements "Now lets talk about how $HIMS is winning customers. They have a wide variety of ads that highlight specific treatment options they carry as opposed to the platform as a whole. This allows them to target their ads more precisely to the people who actually need those treatments. While the business theyre building is all about the platform their marketing is focused on individual medications. That might be part of why the stock trades so heavily on individual drug news. But focusing the marketing this way helps them acquire customers at a much lower cost (payback period of less than X year)"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723840995660290) 2025-07-22 18:22:05 UTC XXX followers, XXX engagements "#6 $ARIS (Aris Water Solutions) 📅 Bought: 3/8/24 at $XXXXX 📈 Sold: 7/15/25 at $XXXXX 📊 S&P XXX returned XXXX% over the same timeframe 💰 Return: +92.2% 🦍 Alpha: +69.3% Bought this one for the valuation and steady growth at strong EBITDA margins. It climbed gradually but the chart now looks like its starting to trend downward. Unlike a few others on this list we probably shouldve sold a little earlierARIS briefly hit $XX. Still locking in this kind of gain is never a bad outcome. Id consider reentering if the price comes back down"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1945308109297074584) 2025-07-16 02:22:49 UTC XXX followers, XX engagements "@MMMTwealth I posted my $HIMS thread today. $TMDX is amazing"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947762382669025426) 2025-07-22 20:55:14 UTC XXX followers, XXX engagements "@BullTradeFinder Long $HIMS just posted a thread on my thoughts on the big picture strategy. $ZETA I am giving a look but might like $SEMR more"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947742955051397351) 2025-07-22 19:38:02 UTC XXX followers, XXX engagements "Their marketing style is bold unconventional for the healthcare industry and most importantly compelling. It doesnt look like a pharma ad. Its something youd actually stop and watch. By relatable messaging modern design and at times humor they stand out in a space thats usually sterile and forgettable. That attention-grabbing approach is exactly why it works it resonates it sticks and it converts. Take this years Super Bowl Ad for example. It is bold edgy and compelling- it demands your attention. It ended up being controversial in the industry and received public criticism from other pharma"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723844195893275) 2025-07-22 18:22:06 UTC XXX followers, XXX engagements "@palmyInvesting $Goog is a core holding for me. $GRBK is another I own so I am interested to see $DHI earnings. Nothing else that I own has earnings this week. But definitely watching some small cap names and researching a lot"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947292263240945735) 2025-07-21 13:47:09 UTC XXX followers, XX engagements "@EventuallyWLTHY I am posting my $hims thread here shortly would love if you checked it out"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723726075924581) 2025-07-22 18:21:37 UTC XXX followers, XX engagements "Now for what I see as the biggest risk- As $HIMS continues to expand into new categories they open themselves up to risks associated with these new treatments especially treatment plans that have less standardized protocols. Providing hair loss treatment is one thing but expanding into testosterone is another. While these new categories have large TAMs hence why Hims is interested in pursuing them they inherently carry more risk. These treatments are a lot more complicated when compared to some of Hims current core categories. When there is more potential for things to go wrong for the"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723854446821572) 2025-07-22 18:22:08 UTC XXX followers, XXX engagements "@danielisdizzy Check out my $hims thread I just posted. Much more qualitative vs quantitative info. Hope you enjoy it"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947727232354439645) 2025-07-22 18:35:33 UTC XXX followers, XX engagements "@alc2022 Have you looked into $SEMR I would be super interested to hear your thoughts on that vs $ZETA"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947441936358641787) 2025-07-21 23:41:54 UTC XXX followers, XXX engagements "@Ashton_1nvests $REAX. It is sad seeing people buy into hype and hope and speculation in $OPEN when this absolute gem in the same industry is just sitting there. Nice move on it today though"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947447057427390509) 2025-07-22 00:02:14 UTC XXX followers, 1744 engagements "@alc2022 Excited to dive in. $ZETA is a super intriguing stock. I haven't gotten to the point of buying (and some people have voiced those disagreements pretty boldly haha) but still learning about it and enjoy learning others perspectives"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947434599719842014) 2025-07-21 23:12:44 UTC XXX followers, XXX engagements "@palmyInvesting This is super interesting. Do you have more info on how it works"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947292533073064062) 2025-07-21 13:48:13 UTC XXX followers, XX engagements "I have since developed much more of a niche for small cap unless there is a great value play from something selling off like crazy. $GOOG I was in under $XXX $Meta at $XXX stuff like that or $ELF at $XX earlier this year or $CELH getting down to the $20s. Otherwise it's small cap stuff for me"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947178074623332390) 2025-07-21 06:13:24 UTC XXX followers, XXX engagements "@alc2022 $hims- finally getting my thread posted today on it"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947722870492434746) 2025-07-22 18:18:13 UTC XXX followers, XXX engagements "@LogicalThesis If it is a stock that is dropping off no news or overreacting to news yes all the way. $ELF with tariffs this year was a great example of an overreaction. I don't like bottom fishing when there is legitimate bearish news driving the stock down though"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947446171754237990) 2025-07-21 23:58:43 UTC XXX followers, XX engagements "@himshouse I am about to post my thread on $hims Been working on it for a minute"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947722573040750945) 2025-07-22 18:17:03 UTC XXX followers, XXX engagements "@TheTechInvest I just posted my thread on $HIMS. Its much more focused on the strategy of the business as a whole as they continue to grow rather than quantitative information. Hope it offers something helpful to people looking to understand it more. Check it out"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947733066287300663) 2025-07-22 18:58:44 UTC XXX followers, XX engagements "$GOOGL is the only one I hold on the docket this week. Although $DHI could affect how $GRBK (another holding of mine) trades to some degree"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947161916649939129) 2025-07-21 05:09:12 UTC XXX followers, XXX engagements "@EventuallyWLTHY Check out my $HIMS thread posted earlier. I think you would enjoy it"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947882047734714429) 2025-07-23 04:50:44 UTC XXX followers, XX engagements "#2- $GRWG GrowGeneration 📅 Bought: 9/9/20 at $XXXXX 📈 Sold: 2/12/21 at $XXXXX 📊 S&P XXX return during same period: XXXX% 💰 Our return: XXXXX% 🦍 Alpha: XXXXX Sometimes its better to be lucky than good. There was real revenue growth here but this was still a speculative play. Super small position. Big return. We were more than fortunate to sell when we did. The stock reversed quicklyand has never recovered"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1946247615709847955) 2025-07-18 16:36:05 UTC XXX followers, XX engagements "$GRBK up over X% on news of $DHI earnings. Revenue: $XXXX billion vs $XXX billion consensus EPS: $XXXX vs $XXXX consensus Nice beat but $DHI did guide conservatively. Total units was up but because of the weaker housing market revenue down YoY. Increase in stock buyback program. They thought back XXX million shares in the quarter"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947669048646615252) 2025-07-22 14:44:21 UTC XXX followers, XX engagements "I am bullish on $HIMS in the long term. They have successfully entered a number of large TAM treatments and as they continue to add categories to the platform their competitive advantage will only increase. The customer acquisition strategies are proving effective because they are able to target potential customers so specifically and those customers are sticking around. Vertical integration is keeping margins strong and enabling highly profitable growth. Given that they have successfully integrated personalized care with lower risk medications I believe in their ability to continue to"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723858674336170) 2025-07-22 18:22:09 UTC XXX followers, XXX engagements
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@InvestChameleon
"Appreciate you sharing his portfolio info. Definitely someone I should make sure to follow. $SPT I considered at one point and passed. $SEMR is VERY much on my radar as of recently. $AZO is so different from the rest of his that it makes me want to go look into it and figure out why"
@InvestChameleon on X 2025-07-21 06:02:40 UTC XXX followers, XX engagements
"@meeijer @JSpitTrades Man if only someone had posted a Hims thread you could repost so people could learn more about the company. 🤪" @InvestChameleon on X 2025-07-22 19:22:18 UTC XXX followers, XX engagements
"So what do you think Do the controversial marketing strategies concern you or do you like the bold strategy in a sterile space Does the continued expansion into other categories mean an expanding ecosystem or do the potential risks of those categories concern you Is Hims going to live up to the hype as the Netflix of healthcare Or will they be unsuccessful in the expansion into new categories because of the complications with the more nuanced treatment plans required in those categories Lets talk about it in the comments Thanks for reading $HIMS" @InvestChameleon on X 2025-07-22 18:22:10 UTC XXX followers, XXX engagements
"So we can see why $HIMS subscriber growth has been through the roof But why are customersstickingaround After all XX% of Hims revenue is recurring. There are a number of contributors to their strong customer retention. First and foremost- the seamless experience. From sign up to delivery. No waiting rooms and no picking up prescriptions. Second- Theyve deepened customer relationships by offering personalized treatments at scale. Over XX% of customers have a treatment that is tailored specifically to them. Third- The follow up care to ensure the quality of the customer experience. This is not" @InvestChameleon on X 2025-07-22 18:22:06 UTC XXX followers, XXX engagements
"@TacticzH Have you looked at $SEMR at all I think they operate in a similar space but no one is talking about it. Similar growth rate to $ZETA but a much higher gross margin. P/S is similar but the former is already profitable" @InvestChameleon on X 2025-07-21 23:46:35 UTC XXX followers, XXX engagements
"@TheStockBro @MorningstarInc Hm just given how much overlap of spaces there is with $SPT $META $GOOG $WIX and $SEMR it sure seems like he has a preference of industry to dive into" @InvestChameleon on X 2025-07-21 06:05:15 UTC XXX followers, XX engagements
"@optionsly Data/AI driven marketing for businesses. Less emphasis on SEO and now GEO but ultimately they are just trying to get more effective marketing ROI just the same as $SEMR is" @InvestChameleon on X 2025-07-21 23:27:25 UTC XXX followers, XX engagements
"@NighthawkTradez Check out my thread on $hims just posted it" @InvestChameleon on X 2025-07-22 20:28:40 UTC XXX followers, XXX engagements
"Well believe me I have my list of losers too. But with those larger companies I think it is just about paying attention. Tariffs didnt cut $ELF value in half. $META at $XXX (Eventually in the $130s but I bought before that) was crazy. The market just gives opportunities that are insane sometimes. Just need to have some dry powder ready when they finally do" @InvestChameleon on X 2025-07-21 06:25:03 UTC XXX followers, XX engagements
"$HIMS squarely in focus here regarding healthcare. A LOT of tech companies trading at historical premiums though" @InvestChameleon on X 2025-07-21 23:56:23 UTC XXX followers, XXX engagements
"Itll be interesting to see if any of these changes after the earnings call. $PGY announced preliminary numbers on the 17th hence the updated price targets since then" @InvestChameleon on X 2025-07-21 13:51:44 UTC XXX followers, XXX engagements
"The fact that $HIMS YoY revenue growth BOTTOMED at XX% is crazy" @InvestChameleon on X 2025-07-16 15:09:50 UTC XXX followers, XXX engagements
"@Ashton_1nvests I just posted my $hims thread would love if you checked it out" @InvestChameleon on X 2025-07-22 18:34:57 UTC XXX followers, XX engagements
"@SarAEsQMd @TheTechInvest Healthcare start up yes but its an insurance company. That changes things a lot $OSCR" @InvestChameleon on X 2025-07-22 18:27:45 UTC XXX followers, XXX engagements
"@whatssarcasm What do you think Is there specific competition that you think has a leg up in any specific category Or in the industry as a whole Curious if there was someone specific in mind when you asked or if it was just competition in general" @InvestChameleon on X 2025-07-22 21:12:42 UTC XXX followers, XX engagements
"@chad_ventures I posted my Hims thread today. A lot more qualitative focused rather than charting but might be of interest" @InvestChameleon on X 2025-07-22 21:20:26 UTC XXX followers, XXX engagements
"@meeijer I am finally getting my $hims thread posted momentarily" @InvestChameleon on X 2025-07-22 18:17:42 UTC XXX followers, XXX engagements
"@DividendNGrowth It is not a totally dissimilar company to $ZETA. Similar P/S similar historical growth but Zeta is not as profitable" @InvestChameleon on X 2025-07-22 05:21:28 UTC XXX followers, XXX engagements
"Now for the icing on the cake. $HIMS is vertically integrated. They handle everything from the provider network to making the medication to fulfillment. Hims has managed to build a business centered around the customer. Vertically integrating all of these things is why they are able to achieve 70%+ gross margins and still save their customers money. The success of the platform has led to the ability to build an entire ecosystem. The expansion of Hims moving forward includes everything we talked about here. Keep casting those wide nets- they will launch Testosterone and Menopause treatment" @InvestChameleon on X 2025-07-22 18:22:07 UTC XXX followers, XXX engagements
"Most of the market has $HIMS backwards. They react to what they're selling. I care more about how they're selling itand how effectively that model is scaling. The stock soars or plummets based on the latest GLP-1 headline. But this isn't about any one specific treatment especially not GLP-1s. It's about the platform they're building. 🧵👇" @InvestChameleon on X 2025-07-22 18:22:02 UTC XXX followers, 7026 engagements
"@himshouse @davidmaris I just posed my thread on $HIMS focused on big picture strategy check it out" @InvestChameleon on X 2025-07-22 18:43:55 UTC XXX followers, XXX engagements
"It will be interesting to see how $GOOGL approaches this from a revenue generation perspective. The search engine revenue is such a cash cow for them. But the more their AI improves less and less search results will end with clicks. Which means paying to be one of the first options listed will become less important. Gemini will just tell you the answer or solution that it believes is best. So it would seem that an inevitable result of this would be ad revenue getting hit hard. It is incredible technology but how do they monetize it to replace the ad revenue they would lose from Google Search" @InvestChameleon on X 2025-07-22 15:10:27 UTC XXX followers, XXX engagements
"@TheStockBro $SG and $ZETA I have looked into. Like the companies a lot but couldn't quite get enough conviction to buy for differing reasons" @InvestChameleon on X 2025-07-21 06:00:30 UTC XXX followers, XXX engagements
"@EndicottInvests $hims thread getting posted shortly" @InvestChameleon on X 2025-07-22 18:15:52 UTC XXX followers, XXX engagements
"@optionsly TON of names I don't know on that list. Crazy how $SEMR is as low as it is. Size just not big enough to have it on enough radars to get really purchase power behind it Balance sheet in great shape too" @InvestChameleon on X 2025-07-21 05:44:25 UTC XXX followers, XX engagements
"@GlpTrackerApp @danielisdizzy @Ashton_1nvests $HIMS is largely misunderstood as simple a GLP-1 provider is my point" @InvestChameleon on X 2025-07-18 17:13:18 UTC XXX followers, XX engagements
"@alc2022 Check out my $hims thread I just posted" @InvestChameleon on X 2025-07-22 18:40:26 UTC XXX followers, XXX engagements
"You will see me post about em But there are some I am looking at right now. $SEMR is one I am diving deep into. $PGY and $OUST were great but these are a lot different prices compared to when I got in. Happy to discuss some I have been saving in messages. Just working on threads about them before I announce the more recent buys" @InvestChameleon on X 2025-07-21 06:27:22 UTC XXX followers, XXX engagements
"Yea I considered going financials as well but it just would have gotten LONG. It definitely took some digging to get some of those older images. One I might have used for financials was mentioned how they wanted to hit (if I remember correctly) $X billion by 2025 (this being in 2022) and obviously they FLEW by that number. They do a great job of underpromising and overdelivering" @InvestChameleon on X 2025-07-22 20:59:51 UTC XXX followers, XX engagements
"$HIMS entering testosterone has some potential to open them to some risk legally speaking. They will need to be dialed on the personalization of that because it has a lot more nuance to it compared to other things they sell like hair loss. Hopefully they can pull it off but from my understanding medically it is one of if not the most challenging spaces they have ever entered" @InvestChameleon on X 2025-07-21 06:21:34 UTC XXX followers, XX engagements
"So who are they winning to the platform $HIMS is focused on younger consumers especially those 18-40. This group isn't loyal to the traditional healthcare system and they're the most comfortable receiving care online. By starting with broad high-demand treatments like hair loss and birth control Hims is building customer loyalty early. With the plan to grow with them into other care categories as they age like cholesterol diabetes and menopause. Wide now deep later" @InvestChameleon on X 2025-07-22 18:22:04 UTC XXX followers, XXX engagements
"@FinFluentialx @optionsly @deusexdividend @drpetetobin X% dilution (assuming from SBC) is not too hard to stomach given the age of the company" @InvestChameleon on X 2025-07-21 05:45:35 UTC XXX followers, XX engagements
"@TheValueTrade My $hims thread is getting posted here in a little bit" @InvestChameleon on X 2025-07-22 18:16:21 UTC XXX followers, XX engagements
"$HIMS didn't start with ED and hair loss by coincidence. And when they launched HERS it was no coincidence that they started with birth control. They chose these markets very intentionally because of the massive TAMs for each of them. The goal Bring in as many people to their platform as possible. The plan was to go wide and then go deep. Start with the widest nets cast one then grab the next widest. The image below is from their 4Q22 earnings. Notice how 'weight' is listed as a prospective market (what the stock tends to trade on any news of lately). But it is far from alone. There are" @InvestChameleon on X 2025-07-22 18:22:03 UTC XXX followers, XXX engagements
"I mentioned at the end of my thread on $HIMS that I wanted to keep it brief and so I did not dive into the potential global expansion of the company. Hiring for a position like this just shows that there are real plans for it (we already knew that) and that this is not speculation" @InvestChameleon on X 2025-07-22 21:30:43 UTC XXX followers, XXX engagements
"@optionsly Learning more about this. Curious why you prefer $SEMR over $ZETA Similar spaces" @InvestChameleon on X 2025-07-21 23:24:08 UTC XXX followers, XXX engagements
"There is relevant competition. I just think Hims is executing their strategy better at this point. The marketing being so focused is keeping customer acquisition lower than a lot of them are able to do and no one is expanding to large TAM markets as quickly as Hims. Not to mention the vertical integration. There are other players who will carve out their own sections of the market but Hims in my eyes is the front runner to be the go to platform" @InvestChameleon on X 2025-07-22 20:53:01 UTC XXX followers, XX engagements
"Agreed. The most telling thing is that when they do get a new customer they don't lose them. They provide value that is hard to replicate or replace and so their customers stick with them. The work they do just ends up making their customers look better too because the applicant does not even know $PGY is involved at any level" @InvestChameleon on X 2025-07-21 05:37:29 UTC XXX followers, XX engagements
"@TheLongInvest $CELH $META $ELF heck even $GOOGL have all way oversold at some point in recent years. Just have to be paying attention for when. Multiple of those became core positions for me when they over sold on news that was not THAT drastic to the business" @InvestChameleon on X 2025-07-18 17:16:33 UTC XXX followers, 2173 engagements
"@BullTradeFinder Check out my $hims thread Would love to hear your thoughts on my observations" @InvestChameleon on X 2025-07-22 19:38:50 UTC XXX followers, XX engagements
"@P14Capital Continuing to learn about this. Why do you like $SEMR over something like $ZETA. Obviously the latter has a lot more hype behind it on X. But strictly from a business perspective why do you prefer the former" @InvestChameleon on X 2025-07-21 23:22:15 UTC XXX followers, XXX engagements
"@Gubloinvestor I would be interested to hear your thoughts on my $HIMS thread I am posting this week. Love hearing from the other perspective" @InvestChameleon on X 2025-07-22 14:51:14 UTC XXX followers, XXX engagements
"#5 $PETQ (PetIQ) 📅 Bought: 12/1/21 at $XXXXX 📈 Sold: 10/18/23 at $XXXXX 📊 S&P XXX returned XXX% over the same timeframe 💰 Return: +52.6% 🦍 Alpha: +96.3% First off shoutout to @smallcapking2 for putting this one on the radar. Give him a follow He is authentic and shows his wins and losses. Not just a hype train. It took a while to see a return and we had to hold through some troubled waters. But this trade is a perfect example of why measuring alpha matters. Is it the best raw return on the list Not even close. But we found XX% when the market returned just 1.4%so the alpha was very high" @InvestChameleon on X 2025-07-16 14:45:55 UTC XXX followers, XX engagements
"@StockSavvyShay $OUST XXX% should be included. They make LiDar detectors specifically for drones and recently got approved by the Department of Defense for use. Great list" @InvestChameleon on X 2025-07-16 19:39:39 UTC XXX followers, 2011 engagements
"$HIMS and $OUST down a little today. Most of the rest of my portfolio was basically flat. $GOOG earnings this week as well as $DHI (which I do not own) but will be interested to see because of my $GRBK holding" @InvestChameleon on X 2025-07-21 23:15:12 UTC XXX followers, XXX engagements
"@danielisdizzy @Ashton_1nvests I am posting a thread on $HIMS soon and that is kind of the entire reason why. So much movement on GLP-1 headlines and that is not at all what this company is about. Im excited to finish it and get it out to the world" @InvestChameleon on X 2025-07-18 16:54:24 UTC XXX followers, XX engagements
"@TheStockBro @Gubloinvestor SUPER interesting so far. These companies that I find late night are dangerous for my sleep schedule because I will get DIALED in to research and look up and its X in the morning haha" @InvestChameleon on X 2025-07-21 05:58:56 UTC XXX followers, XX engagements
"Which one is your favorite I am not by any means an insurance expert so I am hoping someone does a breakdown of $OSCR vs $LMND. The comparing and contrasting of those two companies would be interesting to see especially given where both companies are today and potentially on similar trajectories" @InvestChameleon on X 2025-07-16 14:47:53 UTC XXX followers, 2250 engagements
"Now lets talk about how $HIMS is winning customers. They have a wide variety of ads that highlight specific treatment options they carry as opposed to the platform as a whole. This allows them to target their ads more precisely to the people who actually need those treatments. While the business theyre building is all about the platform their marketing is focused on individual medications. That might be part of why the stock trades so heavily on individual drug news. But focusing the marketing this way helps them acquire customers at a much lower cost (payback period of less than X year)" @InvestChameleon on X 2025-07-22 18:22:05 UTC XXX followers, XXX engagements
"#6 $ARIS (Aris Water Solutions) 📅 Bought: 3/8/24 at $XXXXX 📈 Sold: 7/15/25 at $XXXXX 📊 S&P XXX returned XXXX% over the same timeframe 💰 Return: +92.2% 🦍 Alpha: +69.3% Bought this one for the valuation and steady growth at strong EBITDA margins. It climbed gradually but the chart now looks like its starting to trend downward. Unlike a few others on this list we probably shouldve sold a little earlierARIS briefly hit $XX. Still locking in this kind of gain is never a bad outcome. Id consider reentering if the price comes back down" @InvestChameleon on X 2025-07-16 02:22:49 UTC XXX followers, XX engagements
"@MMMTwealth I posted my $HIMS thread today. $TMDX is amazing" @InvestChameleon on X 2025-07-22 20:55:14 UTC XXX followers, XXX engagements
"@BullTradeFinder Long $HIMS just posted a thread on my thoughts on the big picture strategy. $ZETA I am giving a look but might like $SEMR more" @InvestChameleon on X 2025-07-22 19:38:02 UTC XXX followers, XXX engagements
"Their marketing style is bold unconventional for the healthcare industry and most importantly compelling. It doesnt look like a pharma ad. Its something youd actually stop and watch. By relatable messaging modern design and at times humor they stand out in a space thats usually sterile and forgettable. That attention-grabbing approach is exactly why it works it resonates it sticks and it converts. Take this years Super Bowl Ad for example. It is bold edgy and compelling- it demands your attention. It ended up being controversial in the industry and received public criticism from other pharma" @InvestChameleon on X 2025-07-22 18:22:06 UTC XXX followers, XXX engagements
"@palmyInvesting $Goog is a core holding for me. $GRBK is another I own so I am interested to see $DHI earnings. Nothing else that I own has earnings this week. But definitely watching some small cap names and researching a lot" @InvestChameleon on X 2025-07-21 13:47:09 UTC XXX followers, XX engagements
"@EventuallyWLTHY I am posting my $hims thread here shortly would love if you checked it out" @InvestChameleon on X 2025-07-22 18:21:37 UTC XXX followers, XX engagements
"Now for what I see as the biggest risk- As $HIMS continues to expand into new categories they open themselves up to risks associated with these new treatments especially treatment plans that have less standardized protocols. Providing hair loss treatment is one thing but expanding into testosterone is another. While these new categories have large TAMs hence why Hims is interested in pursuing them they inherently carry more risk. These treatments are a lot more complicated when compared to some of Hims current core categories. When there is more potential for things to go wrong for the" @InvestChameleon on X 2025-07-22 18:22:08 UTC XXX followers, XXX engagements
"@danielisdizzy Check out my $hims thread I just posted. Much more qualitative vs quantitative info. Hope you enjoy it" @InvestChameleon on X 2025-07-22 18:35:33 UTC XXX followers, XX engagements
"@alc2022 Have you looked into $SEMR I would be super interested to hear your thoughts on that vs $ZETA" @InvestChameleon on X 2025-07-21 23:41:54 UTC XXX followers, XXX engagements
"@Ashton_1nvests $REAX. It is sad seeing people buy into hype and hope and speculation in $OPEN when this absolute gem in the same industry is just sitting there. Nice move on it today though" @InvestChameleon on X 2025-07-22 00:02:14 UTC XXX followers, 1744 engagements
"@alc2022 Excited to dive in. $ZETA is a super intriguing stock. I haven't gotten to the point of buying (and some people have voiced those disagreements pretty boldly haha) but still learning about it and enjoy learning others perspectives" @InvestChameleon on X 2025-07-21 23:12:44 UTC XXX followers, XXX engagements
"@palmyInvesting This is super interesting. Do you have more info on how it works" @InvestChameleon on X 2025-07-21 13:48:13 UTC XXX followers, XX engagements
"I have since developed much more of a niche for small cap unless there is a great value play from something selling off like crazy. $GOOG I was in under $XXX $Meta at $XXX stuff like that or $ELF at $XX earlier this year or $CELH getting down to the $20s. Otherwise it's small cap stuff for me" @InvestChameleon on X 2025-07-21 06:13:24 UTC XXX followers, XXX engagements
"@alc2022 $hims- finally getting my thread posted today on it" @InvestChameleon on X 2025-07-22 18:18:13 UTC XXX followers, XXX engagements
"@LogicalThesis If it is a stock that is dropping off no news or overreacting to news yes all the way. $ELF with tariffs this year was a great example of an overreaction. I don't like bottom fishing when there is legitimate bearish news driving the stock down though" @InvestChameleon on X 2025-07-21 23:58:43 UTC XXX followers, XX engagements
"@himshouse I am about to post my thread on $hims Been working on it for a minute" @InvestChameleon on X 2025-07-22 18:17:03 UTC XXX followers, XXX engagements
"@TheTechInvest I just posted my thread on $HIMS. Its much more focused on the strategy of the business as a whole as they continue to grow rather than quantitative information. Hope it offers something helpful to people looking to understand it more. Check it out" @InvestChameleon on X 2025-07-22 18:58:44 UTC XXX followers, XX engagements
"$GOOGL is the only one I hold on the docket this week. Although $DHI could affect how $GRBK (another holding of mine) trades to some degree" @InvestChameleon on X 2025-07-21 05:09:12 UTC XXX followers, XXX engagements
"@EventuallyWLTHY Check out my $HIMS thread posted earlier. I think you would enjoy it" @InvestChameleon on X 2025-07-23 04:50:44 UTC XXX followers, XX engagements
"#2- $GRWG GrowGeneration 📅 Bought: 9/9/20 at $XXXXX 📈 Sold: 2/12/21 at $XXXXX 📊 S&P XXX return during same period: XXXX% 💰 Our return: XXXXX% 🦍 Alpha: XXXXX Sometimes its better to be lucky than good. There was real revenue growth here but this was still a speculative play. Super small position. Big return. We were more than fortunate to sell when we did. The stock reversed quicklyand has never recovered" @InvestChameleon on X 2025-07-18 16:36:05 UTC XXX followers, XX engagements
"$GRBK up over X% on news of $DHI earnings. Revenue: $XXXX billion vs $XXX billion consensus EPS: $XXXX vs $XXXX consensus Nice beat but $DHI did guide conservatively. Total units was up but because of the weaker housing market revenue down YoY. Increase in stock buyback program. They thought back XXX million shares in the quarter" @InvestChameleon on X 2025-07-22 14:44:21 UTC XXX followers, XX engagements
"I am bullish on $HIMS in the long term. They have successfully entered a number of large TAM treatments and as they continue to add categories to the platform their competitive advantage will only increase. The customer acquisition strategies are proving effective because they are able to target potential customers so specifically and those customers are sticking around. Vertical integration is keeping margins strong and enabling highly profitable growth. Given that they have successfully integrated personalized care with lower risk medications I believe in their ability to continue to" @InvestChameleon on X 2025-07-22 18:22:09 UTC XXX followers, XXX engagements