Vinny

Cutting through the noise with deep-dive analysis, high-conviction ideas, and a no-B.S. view on the market. Formerly Investment Club

[Vinny @VinnyJoeShow]

Most market analysis is noise designed to generate clicks.

I focus on the signal.

I write high-conviction deep dives on companies with multi-bagger potential.

10+ years of experience. Zero fluff.

Join the newsletter here: https://t.co/OoykULko4k

[Vinny @VinnyJoeShow]

Duolingo is one of the most undervalued stocks in the market right now

In a few years we will speak about education as synonymously with Duolingo as we do with Amazon and shopping today $DUOL

[Vinny @VinnyJoeShow]

HIMS up 40% after hours with a 40% short float...

The retribution will be swift.

$HIMS #HIMS #LOTR

[Vinny @VinnyJoeShow]

@Rondiskin They must not teach sarcasm at Harvard Business School $HIMS

[Vinny @VinnyJoeShow]

$HIMS is just a compounded GLP-1 company. All of this is worth $0

[Vinny @VinnyJoeShow]

@arthritisfinger I hope it starts to become more apparent soon, $HIMS needs to get out from under the glp-1 shadow

[Vinny @VinnyJoeShow]

$HIMS today is like $TSLA in 2019

It’s not about cars vs. pills. It’s about bypassing the broken middleman to own the customer.

Wall Street sees a drug seller. I see a platform shift. Here is the full breakdown of my highest conviction play: https://t.co/VDDQ8AyLlb

[Vinny @VinnyJoeShow]

Most market analysis is noise designed to generate clicks.

I focus on the signal.

I write high-conviction deep dives on companies with multi-bagger potential.

10+ years of experience. Zero fluff.

Join the newsletter here: https://t.co/OoykULko4k

[Vinny @VinnyJoeShow]

If $HIMS captures just 1% of the total US healthcare market by bypassing insurance gatekeepers, it's easily a 10-bagger

They aren't fighting over the tiny "telehealth" sliver. They are attacking the entire, bloated $5 Trillion traditional system.

The ambition is massive

[Vinny @VinnyJoeShow]

So what do we think about Tesla stock? $TSLA

[Vinny @VinnyJoeShow]

Si vis pacem, para bellum.

If you want peace, prepare for war.

[Vinny @VinnyJoeShow]

@SamMeciar Congrats Sam, you earned it!!

[Vinny @VinnyJoeShow]

Which is best? 1, 2, or 3?

[Vinny @VinnyJoeShow]

Vote in the poll

[Vinny @VinnyJoeShow]

Which is best? 1, 2, or 3?

[Vinny @VinnyJoeShow]

When you consolidate the portfolio into 5 high conviction stocks and sit on 30% cash

[Vinny @VinnyJoeShow]

You have to get out of the way so you can focus on the bigger vision. That's important, but here is the main thing: You must make them see their work as a mission."

[Vinny @VinnyJoeShow]

How Richard Branson founded 12 billion dollar businesses in one sentence:

"It's all about finding & hiring people smarter than you, getting them to join your business and giving them good work, then getting out of the way and trusting them...

[Vinny @VinnyJoeShow]

Dystopian Hellscape 🤝 Big Tech Gets Bigger $AMZN

[Vinny @VinnyJoeShow]

@MattSMoore_

[Vinny @VinnyJoeShow]

Amazon produced nearly 8x as much free cash flow in Q2 '24 then Q2 '23, therefore a 10% selloff was justified $AMZN