JRG Stocks

Net Income and Cash are ALWAYS king! 👑💰Investing/Trading Information and Evidence

[JRG Stocks @JRGStocks]

@Beyond_Charting Longer date calls.. anything in particular you like outside of a technical perspective?

[Prof @TheProfInvestor]

Let's be real.

Your boss is not your friend.
The market owes you nothing.
Government is there to create division.
Companies are only there to make profit.
Your degree doesn't guarantee success.
Nobody cares about your excuses.
Being busy doesn't mean being productive.
Your feelings don't change the facts.
Social media isn't real life.
The system isn't designed for you to win.
Most people will celebrate your failures more than your wins.
Your parents' advice worked in their economy, not yours.
Retirement plans depend on markets you can't control.
Inflation is a silent tax on your savings.
Comfort is the enemy of growth.
Your duty is to work hard, show up everyday

Wake up or stay broke.

[andrewdudum @AndrewDudum]

Looking forward to kicking off Monday’s earnings call (as always!) with questions from the Hims & Hers community. Send yours to [email protected] this weekend and we’ll answer the most popular live.

[Wealthmatica @wealthmatica]

Bellwether indicators for Ad/MarTech companies.

- $AMZN Ads: +24 YoY
- $META Ads: +33% YoY
- $GOOGL Ads: +15.5% YoY

All eyes now turn to the Ad/MarTech pure plays...

- $ZETA
- $APP
- $TTD

FYI $ZETA reports tomorrow after close.

[JRG Stocks @JRGStocks]

$HIMS is pulling the portfolio. Waiting for $ZETA to catch up. Easy buy IMO before earnings. Should be trading in the $20+ range but SaaS sentiment is keeping it tamed for now

[JRG Stocks @JRGStocks]

@TradeLogic Pre market move

[andrewdudum @AndrewDudum]

As of this morning, providers on our platform can now send prescriptions for Zepbound® vials and KwikPen®, as well as Foundayo™, to the LillyDirect® pharmacy and access self-pay pricing for our customers because of an expansion in our platform’s functionality.

In many ways, today reminds me of Netflix’s early days, when everyone talked about whether they would have the latest blockbuster in their catalog. As if Netflix’s success depended on its ability to become the distribution channel for a single film.

They were missing the forest for the trees: Netflix wasn’t just renting DVDs. It was changing consumer behavior by ruthlessly prioritizing choice and inventing new pathways to the things people wanted the most.

By offering a full range of FDA-approved GLP-1s on our platform, we’re similarly giving our customers more choices through all the tools we have available – and we’ll continue to push here on behalf of everyone who depends on us for their care.

Read more on how we’re making this possible, including important info, here:

https://t.co/HxYN1KhGwS

[The Long Investor @TheLongInvest]

$HIMS
$LLY

BABY WE DID IT

[TrendSpider @TrendSpider]

aVWAP flip in progress 👀 $HIMS

[JRG Stocks @JRGStocks]

@rodoinvesting I don’t disagree, and very well could be wrong myself. However, as you stated, there aren’t many known catalysts to present a higher valuation at this time and anyone looking for a better re-entry should wait for the dust to settle on the RS

[JRG Stocks @JRGStocks]

$FUBO will be a buy sub $10 post split. Not a heavy buy but a buy. Financials are the best they’ve ever been for the company despite being well below my expectations for the timeline of the biz. Let the valuation sink more post RS and then step in with a reasonable position size

[JRG Stocks @JRGStocks]

Some names I’m watching very closely:

$FICO $MELI $SE $RDDT $GRAB $JD

[JRG Stocks @JRGStocks]

@funhumbleguy @MrSevoMato @davidgandler Gandler doesn’t outright buy the stock due to how much rsu’s he gets in addition to knowing the margin improvement profile is too slow for the business.

As it stands today, even with Disney involvement, the business model is not great and hasn’t been proven to be great yet.

[JRG Stocks @JRGStocks]

@derminvests @W00force @BgBlue92 I am waiting for the reverse split to complete before assessing any new buys

[JRG Stocks @JRGStocks]

@WheelieInvestor Zeta price action today

[JRG Stocks @JRGStocks]

Markets are very weak right now. Seems like we’re one headline away from a drop in the indexes.

[Yogi @Houseofyogi]

Unrealized gains tax for Gen-Z:

You buy a Pokémon card for $50.

Someone offers you $500 for it. You say no. You love that card. You're keeping it.

The government says: "Cool, but that card is worth $500 now. You owe us $100 in taxes."
You: "…I didn't sell it."

Government: "Don't care. Pay up."

You don't have $100 lying around. So you're forced to sell the card you love just to pay a tax on money you never received.

Next month? That card drops back to $50.

Your card is gone. Your money is gone. And the government shrugs.

That's a wealth tax on unrealized gains. They don't pay you back the tax...

Now picture this.

Your mom calls you crying. She has to sell the house she raised you in. Not because she can't afford it. She's lived there 30 years. It's paid off.

But some website says it's worth more now and the government says she owes $15,000 she doesn't have.

So she sells your childhood home. The kitchen where she made you breakfast. The doorframe where she marked your height every birthday.

Gone.

To pay a tax on money that was never real.

Now picture the opposite.

Your dad put everything into his small business. For 20 years he built it from nothing. One year the business is "valued" at $2 million on paper. He owes a massive tax bill. He empties his savings. Sells his truck. Borrows money. Pays it.

Next year the market crashes. His business is worth $200,000.

He lost everything to pay a tax on a number that doesn't exist anymore.

Does the government give him his money back?
No.

Does the government give him his truck back?
No.

Does the government care?
No.

They sold this idea as "taxing billionaires." But billionaires have armies of lawyers, offshore accounts, and trusts. They'll be fine.

You know who won't be fine? Your mom. Your dad. Your neighbor with a small business. The farmer down the road who's had the same land for four generations and now has to sell it because dirt got expensive.

You're not taxing wealth. You're taxing people for owning things.

It's like getting a parking ticket for a car you might drive somewhere someday.

They want you to own nothing and be happy. To fund the fraud, waste and abuse of the welfare state they created.

There is enough money. More tax isn't needed. It's all a lie. But you've been gaslit into believing this is a rich vs poor debate.

I hope you understand what's at stake.

[JRG Stocks @JRGStocks]

@NoPainInvesting PainPal

[JRG Stocks @JRGStocks]

@funhumbleguy Truthfully the business model hasn’t made the leaps needed.

Some ownership falls on management. Some falls on investors for owning a low margin business.

Lawsuit success is the only noteworthy accomplishment by mgmt. Marginal improvements each qtr don’t qualify.

[JRG Stocks @JRGStocks]

This prediction seems unlikely to happen as of now.

With the RS coming and no guidance given, the market has no reason to price any optimism at this time.

That said, with lower litigation fees and merger costs, Fubo would’ve printed a positive eps this past quarter.

[JRG Stocks @JRGStocks]

$FUBO my 2026 PT is $6

Most of the community is expecting this outcome at some point, especially since we traded at this level in 2025

If proxy guidance on revenue and net income is met in 2026 (should know sooner than later), 30% revenue growth is coming in ‘26

= Re-rating

[JRG Stocks @JRGStocks]

@funhumbleguy I am still rooting for Fubo. Position size is key 🔑