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.
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.
$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
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@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
$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
@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.
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.
@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.
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.
$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