Fundamental Investing

HOLDINGS: $HIMS, $SOFI, $IREN, $ROOT, $ZETA. Nothing I post is financial advice. I just do a lot of research and enjoy sharing my thoughts.

[Fundamental Investing @Investinc_Intel]

I will be live for the $HIMS TMT Global Conference at 1:35 PM EST!

Here is the link to join:
https://t.co/PLf50DXAq9

[Fundamental Investing @Investinc_Intel]

This chart highlights why I believe $LLY will eventually be forced to partner with $HIMS and other telehealth providers.

$NVO recognized early that telehealth platforms are powerful distribution and marketing channels. By partnering with companies like Hims and Ro, Novo incentivizes them to actively promote and market their products, expanding consumer awareness and driving demand.

Eli Lilly has taken a different approach. While telehealth platforms can sell Lilly’s products, they don’t meaningfully participate in the economics. As a result, Hims and Ro have little incentive to dedicate marketing dollars toward Lilly’s offerings.

The outcome is clear: oral Wegovy receives marketing support from multiple consumer health brands, while Lilly is largely left promoting Foundayo on its own. That imbalance in consumer exposure makes it much harder for Foundayo to gain traction and mindshare.

Over time, I believe Lilly will recognize that broader distribution alone isn’t enough. Strategic partnerships with telehealth platforms can create an army of marketers promoting your product. Eventually, partnering with $HIMS may be the most effective way for $LLY to accelerate awareness and adoption.

[Fundamental Investing @Investinc_Intel]

@LongBullz Never going to short either

[Fundamental Investing @Investinc_Intel]

Investors with no cash watching everyone else buy the dips 😡

[Fundamental Investing @Investinc_Intel]

@TheLongApe So it wasn’t only ugly on my end?

[Fundamental Investing @Investinc_Intel]

@McnallieM @IREN_Ltd Not if the market keeps acting like this

[Fundamental Investing @Investinc_Intel]

@WrldwideCapital Good job on breaking through!

[Fundamental Investing @Investinc_Intel]

@ant_trading1 Very possible

[Fundamental Investing @Investinc_Intel]

@DollarCostAvg Make that 5.8 GW 😁

[Fundamental Investing @Investinc_Intel]

@dmeinvestor $HIMS can chop as much as it wants while we wait for July

[Fundamental Investing @Investinc_Intel]

@Brownmoose @SpaceX IPO’s almost always flop from my experience

[Fundamental Investing @Investinc_Intel]

@SilverOakFin Bro will be posting for the next 10 years

[Fundamental Investing @Investinc_Intel]

@bigbobinvests Yikes

[Fundamental Investing @Investinc_Intel]

@LongBullz It’s over for $BTC

[Fundamental Investing @Investinc_Intel]

@InvestFreedom05 The amount of retweets though 👀

[Fundamental Investing @Investinc_Intel]

When my girlfriend tells me to take my $ZETA profits before it dumps back to the teens!

[Fundamental Investing @Investinc_Intel]

@LongBullz I’ll never short

[Fundamental Investing @Investinc_Intel]

@LongBullz Get your money right 😁

[Fundamental Investing @Investinc_Intel]

I have genuinely never met someone who banks with $HOOD… why in the world would you not be invested in $SOFI?

[Fundamental Investing @Investinc_Intel]

@waltdilu 🤣 just giving you a hard time lol

[Fundamental Investing @Investinc_Intel]

@KMISglobal I sure hope. I do think $SOFI doesn’t go lower than $15 and $HIMS doesn’t go back to teens

[Fundamental Investing @Investinc_Intel]

$SOFI is a $100 stock
$HIMS is a $100 stock
$ZETA is a $100 stock
$IREN is a $100 stock
$ROOT is a $100 stock

[Fundamental Investing @Investinc_Intel]

@KabraxFX I don’t like P/S when it comes to insurance it’s a lower margin business.

That said I used $100 for every ticker I own no TL on any of them hitting it. Just a broad statement.

[Fundamental Investing @Investinc_Intel]

Watching Jensen and Trump S/O every stock you don’t own…