DumpsterDividends

High conviction, long term investing | Documenting the journey $NVO $HIMS $MSFT $UNH $ZETA | NFA

[DumpsterDividends @TrashPandaETF]

Adding to my $ETH position at these levels. Will continue to scale in on weakness.

Do not be the weak hands here.

[DumpsterDividends @TrashPandaETF]

I like what I’ve been seeing from $HIMS since the post earnings dip.

The panic selling seems to have cooled off and price action is starting to stabilize.

Several sessions have opened red and finished green which tells me buyers see value.

[DumpsterDividends @TrashPandaETF]

Still building my $MSFT position on dips under 410.

One of the few mega caps that already went through a major correction while continuing to strengthen fundamentally.

[DumpsterDividends @TrashPandaETF]

$NVO under $50 may end up being one of those levels investors look back on in a few years and wonder why fear was so extreme.

The obesity market is still in early innings globally.

Demand hasn’t disappeared.
Healthcare systems still need solutions.
And long-term adoption trends still look powerful.

Short-term sentiment and long-term opportunity are rarely aligned.

[DumpsterDividends @TrashPandaETF]

$NVO, $UNH, and even $HIMS all got punished for different reasons over the last 12 months.

But while sentiment collapsed:
- demand didn’t disappear
- obesity treatment adoption kept growing
- healthcare spending kept compounding

The market often discounts temporary fear as permanent damage. You have to distinguish the difference.

[DumpsterDividends @TrashPandaETF]

The 200 WMA is where emotions usually peak.

People panic under it.
Institutions often accumulate around it.

I’d rather build positions during uncertainty than chase confirmation after a large move.

$NVO

[DumpsterDividends @TrashPandaETF]

@NotA_Bull I agree concentration builds wealth, while diversification protects it.

[DumpsterDividends @TrashPandaETF]

Healthcare rotation is becoming harder to ignore.

While most investors chase extended momentum, I’m more interested in sectors where sentiment already broke.

That’s why I continue accumulating names like

$NVO
$UNH
$HIMS

[DumpsterDividends @TrashPandaETF]

@cmsinvests Honestly one of the better ways to generate cash flow if you know what you’re doing.

Are you targeting elevated IV specifically or just bullish on PENG long term anyway?

[DumpsterDividends @TrashPandaETF]

Adding to $MSFT under $410 while sentiment is mixed.

Because accumulating elite businesses during uncertainty has consistently outperformed chasing strength later.

[DumpsterDividends @TrashPandaETF]

$HIMS dropped 10% after earnings, but the headline EPS miss needs context.

A large portion of the hit came from one-time M&A and GLP-1 transition costs while the company simultaneously raised Q2 guidance.

Most of the market is focused on the smoke.

Don’t get caught in the smoke

[DumpsterDividends @TrashPandaETF]

love to see the $hims shorts start to crawl out of hiding haha

[DumpsterDividends @TrashPandaETF]

How’s everyone feeling?

PSA I will be adding the dip $HIMS

[The Earnings Correspondent @earnings_guy]

$HIMS (Hims & Hers Health) #earnings are out:

[DumpsterDividends @TrashPandaETF]

@MitchMartan98 It was one of my easiest holds.

[DumpsterDividends @TrashPandaETF]

@NotA_Bull Awesome pick, one of my largest positions.

[DumpsterDividends @TrashPandaETF]

$HIMS buyers what are you looking for the most out of earnings today?

I recently added more to my position at $25.40.

[DumpsterDividends @TrashPandaETF]

$UNH quietly making one of the smartest long term moves in healthcare.

Announced on May 5th plans to eliminate prior authorization requirements for 30% of services by the end of 2026.

This allows for less administrative friction, better provider relationships, and faster patient access.

While the market focuses on short term sentiment, $UNH is strengthening the healthcare ecosystem around Optum and providers.

Which has been on a downtrend over the last year.
This is what long term positioning looks like.

[DumpsterDividends @TrashPandaETF]

@InvestFreedom05 Mostly agree.

Young investors chasing high yield often sacrifice growth before they've built meaningful capital.

[DumpsterDividends @TrashPandaETF]

@TheLongInvest it’s really that simple

[DumpsterDividends @TrashPandaETF]

Can’t beat it. One of my highest conviction holdings. $UNH

[TrendSpider @TrendSpider]

The world's largest health insurer is quietly waking up 👀 $UNH