princesito de mi reino

Domador de mapaches

[Steven Díaz @Stevendiaz]

🔥MEGA HILO FIN DE SEMANA🔥

Llevaba unas cuantas semanas que no publicaba hilo, aquí van 8 empresas de las que muchos habéis preguntado y de paso, decir que llevo las 8 compañías, ya sea en acciones, opciones o ambas.

NO ES RECOMENDACIÓN DE INVERSIÓN.

$MU $NBIS $RKLB $AAOI $AXTI $KEEL $BE $CRDO

Empezamos 👇

[Mindset for Money @Mindset4Money_X]

Nobody wants to pay high prices for high quality companies.

So here are 7 high quality companies trading near their lowest valuations ever🧵:

1/ McDonalds Corporation $MCD

[princesito de mi reino @danizipin]

@NEDUszn8 Di maria

[princesito de mi reino @danizipin]

@buhardillajames @McgradyTt No le llameis lerdo….porque es lerdisisisiisiiiimooo

[princesito de mi reino @danizipin]

@notrafalacoort Despues de hacer la mili en Ceuta puso una tienda de ultramarinos en Mostoles.

[Pep Invest @PepInvestStocks]

TOP 3 BIOTECH 2026 🔥

$HIMS just got the ultimate de-risking move: a massive partnership with Novo Nordisk to offer branded Wegovy, Ozempic, and the full GLP-1 lineup. They’re shifting from compounded versions to premium FDA-approved drugs while keeping the telehealth flywheel spinning.

$IBRX is the commercial-stage immunotherapy rocket you’ve been sleeping on. ANKTIVA delivered 700% YoY revenue growth in 2025 to $113M (Q4 alone $38M, +20% QoQ). It’s now approved in the US, UK, EU, Saudi Arabia + Macau - that’s 33 countries for BCG-unresponsive bladder cancer. First-ever approval for metastatic NSCLC in Saudi Arabia just dropped, with launch in weeks. Fresh sBLA resubmission to FDA for papillary disease, NCCN guidelines update, and a pivotal BCG-naïve trial fully enrolled with strong interim data. Pipeline across 10+ tumor types is firing on all cylinders.

$NAUT is the stealth proteomics play that’s about to go mainstream. They just unveiled the Voyager platform - can decode 10 billion proteins/proteoforms in one run. Proteomics is the next genomics and Nautilus is positioned to own the next-generation platform.

[princesito de mi reino @danizipin]

@joseasekas @JoseSaranda 🤣🤣🤣🤣 que eres humorista?

[princesito de mi reino @danizipin]

@javilop Por criticar algo….un coche eléctrico sonando como un gasolina de seis cilindros? …😵‍💫

[Alex Pérez. @honordetigre]

Estoy obsesionado con los sesgos cognitivos.

Un "sesgo cognitivo" es un error sistemático en el pensamiento que destruye la toma de decisiones.

Los 11 sesgos cognitivos más poderosos (y peligrosos) que he encontrado: 🧵

1. Sesgo de supervivencia:

[princesito de mi reino @danizipin]

@SarahPerezSanta Te regalaremos una tostadora para que tu estes bien.

[princesito de mi reino @danizipin]

@elcriticopol 🤣🤣🤣🤣🤣🤣🤣🤣 desde Esteso y Pajares de lo mejor que he visto

[princesito de mi reino @danizipin]

@ManuPineda Vete a la mierder

[mon @moninvestor]

Why $HIMS is one of my top stocks for 2026?

HIMS is up 28.81% YTD. In isolation, this is a strong result and comfortably beats the S&P 500.

For a long-term investor, that looks good on the surface until you start looking backward. The stock reached +150% YTD four separate times this year and also dropped by around 50% four times. You can see this clearly on the chart. If you didn’t take profits and take advantage of the volatility, then yes, it’s understandable to feel disappointed.
But let’s talk about the business.

While the stock price has been all over the place, the broader selloff in HIMS comes down to a few factors, mainly the belief that the company’s growth is tied to weight loss and that the end of the semaglutide shortage and the partnership with Novo change the long-term outlook. That view does not reflect how the business is actually built. HIMS has never been built around a single category. From the start, it has operated as a multi-category healthcare platform designed to bring users in through one service and expand the relationship over time.

Hair loss, dermatology, sexual health, and mental health were the core of the business well before GLP-1s became meaningful. Weight loss added another layer of growth, but it did not define the platform. Over the past year, HIMS has continued to strengthen this model by moving further into personalized medicine and bringing more of its compounding in-house. This has given the company greater control over product development, speed, and margins, while reducing reliance on third parties.

The real advantage for HIMS sits in the infrastructure, the data, and the ability to cross-sell across multiple categories. As users move from one service to another, lifetime value increases and churn comes down. That dynamic is already showing up in the growth of personalized medicine relative to the rest of the platform.
In addition, Labs could strengthen this further. Regular testing increases engagement and gives HIMS more data to guide treatment decisions. Over time, Labs can act as an entry point into other categories rather than a standalone product. It works in a similar way to a Costco membership, where repeat interaction drives higher lifetime value and makes the platform harder to leave.

Step back and look at execution rather than the stock chart:

1. Expanded personalized medicine through in-house compounding.

2. Launched new categories, including menopause care and testosterone treatment.

3. Continued scaling existing offerings (gummies as one example).

4. Added Labs as a recurring subscription layer.

5. Acquired Trybe Labs to support at-home testing and diagnostics.

6. Expanded internationally through Zava and plan to enter new market (Canada).

7. Increased investment in MedMatch and data-driven personalization.

8. Continued hiring across clinical, product, and engineering/leadership teams.

9. Investing more than $200 million to expand its operations in New Albany. Creating 400 new jobs.

10. GRAIL completed a $325 million private placement in Oct 2025. HIMS was among the investors. seeking to develop an early cancer screening test for people who do not have symptoms.
The company has made huge progress this year. This is not the same company at the start of 2025.

This is a post I shared a while ago.
This is the moat.
This is why I am so bullish on the company.

“HIMS is positioning itself to move from a Tier C subscription business into a Tier A membership platform on the level of Amazon Prime and Costco.

The latest earnings make it clear that the foundation is being built around three major pillars: the app, MedMatch, and lab testing. The app is designed to become the central hub for health. It connects users to MedMatch, the company’s AI system that draws from millions of clinical interactions to deliver highly personalized care recommendations. This creates a level of precision that scales with the growth of the platform.With the acquisition of Trybe Labs, Hims can now integrate comprehensive at-home testing directly into the membership.

Customers will be able to monitor key biomarkers such as cholesterol, hormones, thyroid function, cardiac risk, and more through a simple at-home collection. These results feed into the platform to refine recommendations and strengthen engagement with care.

Together, these elements establish the infrastructure for a true health membership. The app serves as the entry point, MedMatch provides the intelligence, and lab testing delivers the data that allows care to be proactive and personalized. A single subscription becomes an ongoing relationship where members continue to find value in maintaining and improving their health over time.

Dudum’s vision is to transform how people access healthcare. By building an ecosystem that is accessible, affordable, and preventative, Hims is creating a model that moves beyond single-condition treatment and becomes a membership people consider essential.”
Jeff Bezos has spoken before about how a company’s stock price and its underlying business can stay disconnected for long periods of time.

During the dot-com crash, Amazon’s share price fell from over $100 to single digits, even as the business itself continued to improve. Customer growth, revenue, and long-term strategy were moving in the right direction, but the stock reflected fear rather than fundamentals.

HIMS is in a similar position today. The share price has been volatile but the business continues to expand across categories, deepen personalization, and build long-term infrastructure. The stock is reacting to headlines and short-term concerns, while the business keeps executing. Over time, that gap tends to close.

[Sabiduría Eterna. @LealtadSabia]

Estoy obsesionado con los sesgos cognitivos.

Un "sesgo cognitivo" es un error sistemático en el pensamiento que destruye la toma de decisiones.

Los 11 sesgos cognitivos más poderosos (y peligrosos) que he encontrado: 🧵

1. Sesgo de supervivencia:

[princesito de mi reino @danizipin]

@MaritxuDeusto Vaya retraso llevas maja

[Mindset for Money @Mindset4Money_X]

The market continues to SELL SELL SELL!

So NOW is a better opportunity than ever to present my 10 favorite names in the market.

Lets dive right into them:

1/ $AMZN

Amazon is in a great spot here. They just reported a strong quarter of reaccelerated growth in revenue streams like advertising and AWS, their high margin operations. It is dominating its fast growing segments.

Research firms estimate that e commerce sales will remain in low double digit growth through 2027, which is reassuring for those concerned about potential reductions in consumer spending. This business should also experience strong margin expansion thanks to implementations of automation.

This name won’t blow you away with returns from here, but it is a safer name to park cash into right now IMO.

[princesito de mi reino @danizipin]

@rosamariaartal Señora. Esta usted demasiado mayor….creo. ..Hagase un favor y deje de ensuciar el recuerdo de lo que un dia fue como periodista.

[Jacob Browatzke ✝️ @jakebrowatzke]

$HIMS now shows an equal 5 year return to $LMND in our DCF model.

While it's possible $LMND flies 30% tomorrow on what will be a HUGE quarter of revenue growth acceleration, I must make my decisions based entirely on the valuation metrics of today.

Thus, I
Sold $1M of $LMND (remaining position is still ~100% of my net liquidity ~$6M), and
Bought $1M $HIMS (position restablished) + $500k $ROOT (new position) + $160k $PATH + $110k $FVRR + $45k $FOUR + $430k $ODD (new position)

Overall, I increased my margin exposure to the market today.

I do expect to get hate for this move (especially after Lemonade runs tomorrow). But I am not sharing on X for people to like me. I'm sharing to create a track record on how I've been averaging over 180% annualized returns for over half a decade.

Hopefully, in another half a decade when I decide to launch a public holding company, even if people do not like me or all my moves, they will respect me and have no doubt I will yield them incredible returns.

[InversionMedica @inversionmedica]

5 acciones viejas, aburridas… y rentables 📈

✅ Rentabilidad por dividendo > 5 %
✅ PER < 15x
✅ Payout < 80 %

Negocios sólidos, sin promesas ni modas pasajeras 👇

[RonnieV @TheRonnieVShow]

These sectors will short squeeze bears this week:

1. Quantum: $IONQ, $RGTI, $QBTS, $QUBT
2. Miners/Data Centers: $IREN, $CIFR, $NBIS, $MARA
3. Tech: $TSLA, $SOUN, $AI, $WOLF
4. Finance: $UPST, $SOFI, $HOOD

Continued gains could force shorts to cover, amplifying the move.