phatty

Pharmacist, long term investor, short term trader

[phatty @phatlipid1]

@TwinTurboCe1ica Aussies complaining about expensive housing meanwhile they can't even afford a 1 bedroom apartment in HK.

[phatty @phatlipid1]

@investingwithac @TheLongInvest $OSCR 95% of my portfolio

[phatty @phatlipid1]

@jeffqq @sheslee The CEO Mark Bertollini has founded several businesses in the past to which have pulled in $1b in sales. So the guy knows how to build businesses from the ground up. Pair that with other tech founders, you have a massive win combo

[phatty @phatlipid1]

@CaesarCapitalz Do you have a more up to date chart on $RXRX?

[phatty @phatlipid1]

@investingwithac

[phatty @phatlipid1]

Hey do you have any info regarding Mark's ownership of founders shares Josh and mario transferred when they bought him into the company? Grok suggests Mark may have 10mil shares with a further 10 mil bonus milestone bonus. That could potentially put mark's ownership at 20mil shares at $3 a share valuing his current assets held with OSCR at $500mil

[phatty @phatlipid1]

@DrCraigEmerson I don't know any wealthy people that negative gears.

[phatty @phatlipid1]

@JonahLupton @value_invest12 https://t.co/VWOca6qT42

[phatty @phatlipid1]

It was a strategic debt restructure with its creditors to remove $1.15b debt from its ballooning $1.6b debt.
This was not due to a major lost lawsuit (no reports of that being a factor) or immediate insolvency where they couldn't pay bills day-to-day. It was a proactive financial reorganization to shed debt, lower interest costs, and gain flexibility to invest in transformation (especially telehealth, which was growing).
The process was swift — they emerged from bankruptcy in June 2025 with a much cleaner balance sheet (remaining debt around $400–475 million) and continued operating normally throughout.

[phatty @phatlipid1]

@cjoye This is one of your best piece yet and I can't agree more

[phatty @phatlipid1]

Yes was a 93:1 reverse split that occurred as part of the company's Chapter 11 bankruptcy reorganization and emergence in June 2025.
@value_invest12 does a thorough deep dive on this company. With more GLP-1 coming to market drug companies will need more distribution channels and this will mark the turnaround story for $WW . If executed well this can 30x from here.

[phatty @phatlipid1]

@TheKouk If the public service was so competent they wouldn't let the NDIS blow out towards $60bil. Which is why smart Australians don't like trusting their tax money to the government

[phatty @phatlipid1]

@cantonmeow But the cat still doesn't care

[phatty @phatlipid1]

@gurgavin $OSCR

[phatty @phatlipid1]

@MeitanteaSea @grok is this chinese state media release?

[phatty @phatlipid1]

In a scenario where sustained voter demand in Australia leads to the legislative mandation of remote work, even as major corporations register declines in productivity, what factors would nonetheless deter businesses from offshoring such positions to locations where staff routinely undertake overtime without objection?

[phatty @phatlipid1]

@investingwithac @mtbert @Couch_Investor I think you could do a better interview. It's better to be interviewed by someone who knows a company inside out

[phatty @phatlipid1]

@dannycheng2022 @grok are both of these ETF exposed to their local currency? Or are they pegged to the USD?

[phatty @phatlipid1]

@value_invest12 More importantly when you dont have cash reserves to pay. You're forced to sell the underlying asset which inevitably suppresses asset price.