Roland Schroll

assistant professor of marketing and consumer behavior

[Roland Schroll @rolandschroll]

@TheDataHubX Stuttgart twice 🫣 what a AI nonsense

[Roland Schroll @rolandschroll]

@TheStockerMan True, but the market is forward-looking.

[Roland Schroll @rolandschroll]

@UTDKarra 3 matches! Scotland (UEFA EURO Qualification 2023), Colombia (Friendly in 2024), and Portugal (Nations League Final 2025).

[Roland Schroll @rolandschroll]

@himshouse Are they really expecting $800 million, or are they just trying to increase expectations?!

[Roland Schroll @rolandschroll]

@Ayushago @himshouse Great analysis!

[Roland Schroll @rolandschroll]

@himshouse @AndrewDudum Why is this not breaking news? 😉

[Roland Schroll @rolandschroll]

@Investinc_Intel What people are also not accounting for is that there is medication revenue + membership revenue and that the membership fee is almost entirely pure profit.

[Roland Schroll @rolandschroll]

@topsecretstocks misunderstood

[Roland Schroll @rolandschroll]

@aleabitoreddit @yoy_returns ... they argue that this is driven by a learning mechansims that is esp. relevant for experience goods with high(er) uncertainty. 1) A large current user base acts as a signal of quality, inducing a "herding effect". 2) Current users share WOM influencing future users choices.

[Roland Schroll @rolandschroll]

@aleabitoreddit @yoy_returns There are network effects, although not in the same way as on social networks. Zhou et al. (2024) argue that user stickiness on platforms is driven by "cross-period same-side" network effects. This will be relevant for peptides as there is high(er) uncertainty around them.

[Roland Schroll @rolandschroll]

@riyadosofian How about a Lilly partnership the week after? 😉

[Roland Schroll @rolandschroll]

@HatedMoats It can be both

[Roland Schroll @rolandschroll]

@paulcerro @TravisHoium He said smarter friends

[Roland Schroll @rolandschroll]

@riyadosofian Exactly! I think they needed to show Novo that it’s better to work together.

[Roland Schroll @rolandschroll]

@Kross_Roads I think this was all planned to show novo it’s better to work together. We will find out on Feb 23

[Roland Schroll @rolandschroll]

@NFTLunatic It’s the robinhood playbook again. I wonder who could have implemented that at Hims? 😀

[Roland Schroll @rolandschroll]

@himshouse It doesn't matter. Hims just wants Novo to sue them to show everyone who the good and who the bad guys are. Its the Robinhood playbook

[Roland Schroll @rolandschroll]

@himshouse @edwrdmoreno Here is why Hims wants Novo to sue them: If Hims wins the case, the litigation risk vanishes. If Hims loses, they still win. Then they position themselves as the Robin Hood of healthcare. It's the Robinhood playbook! But Novo won't sue; there is too much at stake for them.

[Roland Schroll @rolandschroll]

@topsecretstocks These are products, not moats. Their moat is that they create superior customer value! That’s the only moat one needs 👍🏻

[Roland Schroll @rolandschroll]

@EndicottInvests Great analysis. Finally someone who understands what is happening! 👏🏻 I would add that the main reason why competitor cannot follow is high switching costs for customers.