InvestWise

Passionate about equity investments, dedicated student of macro, fundamentals, and a touch of technical analysis. Here for thoughtful and respectful discussions

[InvestWise @InvestWise44]

Excited to share my latest article on Seeking Alpha! 📈 Explore the potential of Hims & Hers Health Inc. in 2024 as we delve into macro trends, fundamentals, and a unique buy high, sell higher strategy. #Investing #StockAnalysis #SeekingAlpha

https://t.co/nLtR1QM1ij

[InvestWise @InvestWise44]

@Dr_Crossroads This time atleast most people are not worried about Middle Manager Sundar's abilities to run the company :)

[InvestWise @InvestWise44]

@pdamodaran @sephsephsephs This is how I felt a year back. When management constantly changes the goal post I try and get out. I sold the stock and kept the car. I still love my Model Y :)

[InvestWise @InvestWise44]

@StockMarketNerd This is a healthy business. It's still growing though growth is decelerating. Jeff is struggling, and under attack from all corners. But that doesn't mean we can write him off, there are many CEOs like Elon who lie outright, Jeff is not a liar.

[InvestWise @InvestWise44]

@KrisPatel99 I think the bigger question is what the US is doing to the world !

More dependence on an unstable country has never been a good strategy. Trump can tomorrow issue a press brief and stop supply or apply a tax on the gas leaving US.

[InvestWise @InvestWise44]

@NingiResearch Lol your short report didn't have anything to do with what happened to the company. It had no material insights or effect on the stock. Structural issue happened with their marketing which exposed management weaknesses but none of which your short report highlighted

[InvestWise @InvestWise44]

@Mufasa_Capital You know this company as much as I do or more. H1 is where they get the cohort and use repeat sales in H2. H1 appears like a wash out now so much so that they cant issue a guidance. Its sad and unfortunate but it also means recovery in H2 is a optimistic estimation

[InvestWise @InvestWise44]

@Mufasa_Capital I have never sold a position in the market panic. This is more of a fundamentals changing scenario. ODD is now a turn around play. Turn around plays you invest post the recovery or else it will quickly become a value trap

[InvestWise @InvestWise44]

@jakebrowatzke Structural problem is a fragile moat! An algo brought their empire down. That shows the lack of prudent diversification in the customer acquisition funnel. I bought into the name because of management . Now that thesis changed so I sold 70% of the position at absolute bottom.

[InvestWise @InvestWise44]

@StockMarketNerd Totally agreed. I still hold a position but I have recovered my capital earlier when it was in 50s. Thesis started breaking when the core started slowing down, didn't sell at that point because I hoped for better execution. Now I am holding because I don't sell in to Panic

[InvestWise @InvestWise44]

@StockMarketNerd So crypto isn't gambling? 😀 When most people want something then you will be forced to offer it even if you know it's degen

[InvestWise @InvestWise44]

@juremyu @Kross_Roads His money, his conviction ! If he sold stocks based on popular opinion then he wouldn't have been successful in what he does.

[InvestWise @InvestWise44]

@_Sgr_A_Star @Clays26 The bigger issue is going to be the margin trend. Zava and new launches might probably provide enough revenue for the projections, but margin will almost certainly go down.

[InvestWise @InvestWise44]

@osanseviero Adding a document and asking for generating infographics based on it crashes the request. Since Nano banana pro is such a game changer for presentation and other educational materials use case is there to read multiple pdfs to come up with infographics.

[InvestWise @InvestWise44]

Despite having 20% of my portfolio in $GOOG, I think I missed out investing enough on Alphabet.

Using Gemini 3.0 for infographics and Dynamic view has changed my perception around AI and its usefulness.

This is a pivotal moment, a new benchmark is set.

[InvestWise @InvestWise44]

@DataDInvesting It's an interesting earnings call this one is going to be ! Brand 3 was officially launched yesterday. The web app version didn't feel anything like advanced tech. I believe the mobile app is available only in the US , would have loved to take a look at it.

[InvestWise @InvestWise44]

@fedex774 So your analysis is they seem to be doing very well from a financial and customer review standpoint but I am suspicious. This is your deep analysis?

Short report is a very old story that's already debunked.

[InvestWise @InvestWise44]

@DataDInvesting I have been trying to understand Methodiq (the beta launch) It's a bit underwhelming to be honest. I hope I am wrong and the mobile app will be better than the Web app. This doesn't feel like ground breaking tech. But I don't have acne to prove its efficacy.

[InvestWise @InvestWise44]

The pace at which Wealth Simple in Canada trying to copy $HOOD is probably faster than $HOOD coming up with new features!!!

They are moving fast and ensuring when $HOOD enters Canada they are prepared to take them on.

#Wealthsimple